Inside Sales

• Leading a large inside sales team to achieve performance goals
• Managing performance management processes and staffing models
• Driving sales initiatives and enhancing associate effectiveness
• Ensuring order accuracy, customer satisfaction, and compliance with operational standards
• Leveraging analytics to monitor performance

Inside Sales Manager

• 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.

Inside Sales Account Manager – MH Community Operator

• Close Sales to clients’ satisfaction: Sell Pitney Bowes Postage Meters and office, mailing, and shipping consumable supplies to existing business clients via high volume outbound calling.
• Overcome objections by positioning product benefits, current promotions, and the company’s value proposition.
• Cultivate your work environment: Participate in at least one team development activity, new employee mentorship, committee, training, or volunteer activity each year.
• Partner with internal teams to resolve all errors and client escalations.
• Achieve quota and productivity goals: Consistently achieve monthly sales quotas, understanding that high-productivity KPIs (e.g. 150-200 calls per day), punctuality, and dependable attendance is critical to success.
• Rapidly navigate complex software systems to accurately record customer transactions and create invoices with an error rate of less than 6% each month.
• Exceed quotas and client expectations: Identify and implement changes needed to improve performance. Raise the bar for yourself, your team, and the client.

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Inside Sales Manager

Inside Sales Account Manager – MH Community Operator

Supplies Sales – Inside Sales