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← Point Digital Finance, Inc.

Account Manager

Point Digital Finance, Inc.
Location
United States
Posted
1 month ago
Department
Sales
What they actually want (must-haves)
  • At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
  • Experience managing a customer pipeline and driving deals to close
  • Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire
  • Strong computer skills, attention to detail, and a proactive, problem-solving mindset
  • Excellent communication skills, adaptable to change, and a collaborative team player
  • Must be able to travel for two mandatory onsite events per year
Nice to have
  • Bachelor’s degree in Finance, Business, or a related field is preferred but not required
  • Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
  • Familiarity with U.S. real estate or mortgage processing is helpful but not required
What the job really is

As an Account Manager at Point, you will focus on maximizing lead-to-funding conversions by understanding homeowner needs and providing tailored financing solutions. You will manage a large pipeline using Salesforce, engage in consultative selling, and collaborate with various teams to ensure a smooth homeowner journey. Additionally, you will participate in your own growth through coaching and performance tracking while contributing to a mission-driven company.

Benefits
  • Generous health benefits including comprehensive medical, dental, and vision plans
  • Unlimited paid time off and 10 company holidays
  • Flexible remote and onsite work options
  • Fully paid parental leave with additional transition time
  • Equity opportunities
  • 401K retirement plans, guaranteed life insurance, and short- and long-term disability coverage
Things to weigh
  • Commission structure is uncapped, which may appeal to high performers but could be stressful for others
  • Must obtain MLO license within 60 days of starting, which includes a background and credit check
  • Position requires strong self-management and organization skills due to managing a large pipeline
Job score3.4/5
Benefits4/5
Freshness4/5
Career value4/5
Role clarity5/5
Pay transparency0/5

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