Account Manager

• Maximize lead-to-funding conversion: By understanding our prospects and their dynamic needs to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience
• Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation
• Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions
• Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, track performance, test new tactics, and iterate for performance based on results
• Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements

Benefits

• Health Insurance: Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums
• Generous Vacation: Take time for yourself and your family when you want - Point has an unlimited vacation policy
• Continued Learning: We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys
• Family Friendly: Point will top off state applicable PFL earnings, as well as two weeks of fully paid leave to be available after exhaustion of state PFL. In addition, employees will receive 4 weeks: s of fully paid transition time. For the first consecutive four weeks after returning to work following parental leave, and following exhaustion of all other paid leave benefits, the employee may work part-time, meaning two or three days per week, and will receive 100% of regular base pay
• Work From Home Stipends: With employees working remote, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.remote, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office

• Top-tier performer: You don’t just hit your quota, but it’s your professional goal to exceed it consistently. “Every goal reached becomes the launchpad for a new benchmark.”
• Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel
• Curious and coachable: You absorb feedback, experiment, and continuously improve
• Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who intentional to embrace and implement timely change, has an insatiable appetite for learning, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement
• Mission-aligned: You believe in our product’s impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions
• Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations
• Must be able to travel for two mandatory onsite events per year
• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
• Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be 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
• This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements
• Experience managing a customer pipeline and driving deals to close
• Excellent communication skills, adaptable to change, and a collaborative team player
• Must have a home office and be able to operate in a space without outside distraction
• Bachelor’s degree in Finance, Business, or a related field is preferred but not required