Account Manager

Summary

Join Polly, a fast-growing startup transforming the mortgage industry, as an Account Manager. You will proactively cross-sell and upsell products to existing clients, build strong executive relationships, and ensure client satisfaction. Responsibilities include managing client-facing projects, conducting business reviews, and staying connected to market changes. This role requires at least 3 years of experience in account management, exceeding quotas, and selling B2B software. Excellent communication skills and a strong interest in Fintech are essential. Polly offers competitive salaries, comprehensive insurance, flexible PTO, and outstanding professional growth opportunities.

Requirements

• At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position
• Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution
• Excellent written and verbal communication skills
• Strong interest in learning about Fintech
• An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
• An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings
• Passionate about customer support and about the role it plays in making a customer-centric team successful
• Highly motivated, resilient and a tenacious passion for winning
• Ability to communicate technical problems in a elegant and tactful way
• Empathy, diplomacy, tact, and poise under pressure when working through customer issues

Responsibilities

• Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue
• Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner
• Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention
• Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams
• Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts
• Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth
• Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis
• Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment
• Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders

Preferred Qualifications

• Understanding of mortgage is strongly preferred
• Past experience in Enterprise Saas sales

Benefits

• Competitive salaries
• 100% paid medical/vision/dental/disability/life insurance
• Flexible PTO