Account Manager

What You’ll Do:

• Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
• Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
• Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
• Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams.
• Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts.
• Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth.
• Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis.
• Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment.
• Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders.

What You Have:

• At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position
• Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution
• Understanding of mortgage is strongly preferred
• Past experience in Enterprise Saas sales
• Excellent written and verbal communication skills
• Strong interest in learning about Fintech
• An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
• An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings 
• Passionate about customer support and about the role it plays in making a customer-centric team successful
• Highly motivated, resilient and a tenacious passion for winning
• Ability to communicate technical problems in a elegant and tactful way
• Empathy, diplomacy, tact, and poise under pressure when working through customer issues

Why Join Polly?

• We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates 
• You will have an impact on the design, architecture and implementation of markets that are often called the engine of US economy
• We value drive for excellence, independent thinking, teamwork and curiosity
• You will work with both government backed and industry leading companies to create a digital pipeline that facilitates real time trading of loans
• We have an experienced leadership team that previously built large and impactful platforms 
• Outstanding opportunity for professional growth and upward mobility 
• Direct engagement with the decision makers and senior business leaders 
• Competitive salaries
• 100% paid medical/vision/dental/disability/life insurance 
• Flexible PTO
• Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.