Account Manager

Summary

Join Polly, a fast-growing Fintech startup transforming the mortgage industry, as an Account Manager. You will play a crucial role in driving revenue growth by cross-selling and upselling products to existing clients. This position requires strong communication skills, experience in B2B SaaS sales, and a proven track record of exceeding quotas. You will build and maintain executive-level relationships, manage client projects, and contribute to team goals. Polly offers a competitive salary, comprehensive benefits, and significant opportunities for professional growth within a dynamic and impactful environment. If you are a highly motivated individual with a passion for customer success and a desire to make an immediate impact, apply today!

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
• 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
• Strong interest in learning about Fintech

Benefits

• Competitive salaries
• 100% paid medical/vision/dental/disability/life insurance
• Flexible PTO
• Outstanding opportunity for professional growth and upward mobility
• Direct engagement with the decision makers and senior business leaders