Account Manager

Account Manager role at Point, a company that makes homeownership more valuable and accessible. The role will begin remote and transition to a hybrid schedule. The company values grit, ambition, and a relentless drive to improve. The role involves maximizing lead-to-funding conversion, owning a large pipeline, and converting with consultative selling. The company offers equity, ownership, and a purposeful work environment.

Requirements

• 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; multi-state licensing may be required.
• 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.
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset.
• Excellent communication skills, adaptable to change, and a collaborative team player.

Benefits

• Generous health benefits
• Unlimited paid time off
• Flexible remote and onsite work
• Fully paid parental leave
• Equity
• Financial wellness
• Extra work/life benefits