Zippy

Community Guide

Zippy

full-time

Posted on:

Location Type: Remote

Location: Arizona • Connecticut • United States

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About the role

  • Own the full revenue metrics and market share position of your assigned portfolio.
  • Drive measurable growth in applications, funded loans, and average loan size.
  • Identify, quantify, and execute against performance gaps and revenue opportunities within each account.
  • Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership.
  • Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts.
  • Serve as the primary relationship owner and trusted advisor for assigned clients.
  • Build strong, credible relationships with operators and key stakeholders.
  • Expand revenue through strategic account development, onboarding new locations, and deepening product adoption.
  • Lead proactive growth conversations rather than reactive support interactions.
  • Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts.
  • Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential.
  • Develop and execute strategic account plans aligned to each partner’s opportunity.
  • Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding).
  • Drive operational discipline to improve pull-through, speed, and borrower experience.
  • Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance.
  • Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends.
  • Maintain accurate, actionable account and contact data in Salesforce.
  • Use data to inform strategic decisions and prioritize time allocation.
  • Represent client insights internally while protecting Zippy’s commercial interests.
  • Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity.
  • Influence cross-functional teams to prioritize initiatives that unlock portfolio growth.
  • Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements.
  • Serve as a trusted expert for both clients and internal stakeholders.
  • Continuously seek learning to strengthen commercial and operational effectiveness.

Requirements

  • Strong ownership mentality with comfort being accountable for revenue and performance metrics.
  • Commercially driven with a sales-oriented mindset.
  • High curiosity and strong diagnostic problem-solving skills.
  • Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders.
  • Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively.
  • Confidence operating with operators, owners, and senior stakeholders.
  • Strong Salesforce/CRM proficiency and disciplined data management habits.
  • Detail-oriented with strong follow-through and execution discipline.
  • Ability to balance partner advocacy with Zippy-first business priorities.
  • Experience in tech-forward, mortgage, fintech, or enablement environments preferred.
  • SaaS experience and ability to articulate product value is a plus.
  • Familiarity with the manufactured housing industry is a plus.
Benefits
  • Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
  • Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
  • Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
  • Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
  • Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
  • Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
  • Paid Time Off: We offer generous PTO—and we encourage you to use it!
  • Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
  • Parental Leave: We provide paid parental leave to support you and your growing family.
  • No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
  • Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
  • Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
revenue metricsperformance metricsaccount managementstrategic account developmentdata analysispipeline activity trackingkey performance indicatorsoperational disciplineloan processunderwriting standards
Soft Skills
ownership mentalitysales-oriented mindsetproblem-solving skillsinterpersonal skillscommunication skillstrust buildingdetail-orientedexecution disciplinepartner advocacycuriosity