Work at a Portfolio Company

Account Manager



Sales & Business Development
Posted on Tuesday, June 18, 2024

Local or 100% Remote

Who we are

Our mission at Point is to make homeownership more valuable and accessible to all. Every day, we explore, build, and iterate to create innovative financial products that improve the lives of our customers. Together, we’re creating the premier full-stack home equity platform to help current homeowners access their home wealth and aspiring ones realize their dream of homeownership. Point has raised over $180M from Andreessen Horowitz, WestCap, Prudential and other leading investors.

About the role

Join our team as an Account Manager, where you will play a key role in generating revenue and ensuring a positive homeowner experience. You will manage and nurture a pipeline of homeowners through a structured sales process, ensuring compliance with company policies, industry regulations, and legal requirements. Continuously develop your skills in sales, customer service, and pipeline management, and take on special tasks that contribute to the company's growth and profitability.

Your responsibilities

  • Sales
    • Complete pre-scheduled consultative sales calls with homeowners to understand their financial needs, assess their suitability for a Home Equity Investment, and educate them on its key details
    • Proactively reach out to leads to complete consultative sales calls
    • Proactively reach out to homeowners to ensure acceptance of their initial estimate and final offer
  • Customer Service
    • Reach out to homeowners to provide pricing/product-related updates
    • Respond to homeowners’ pricing/product-related questions or concerns in a timely manner
    • Direct homeowners to the assigned production team member (Processor or Closer) for the appropriate assistance.
  • Pipeline Management
    • Prepare applications for initial underwriting review by verifying initial application documents and ensuring initial follow-up requests are resolved.
    • Ensure homeowners have scheduled and completed their financial counseling sessions and appraisal
    • Maintain detailed notes of homeowner interactions
  • Compliance
    • Stay up to date with company policies, industry regulations, and legal requirements
    • Knowledge and Skill Development
    • Attend department meetings, sales meetings, 1:1's, and company all-hands
    • Complete assigned trainings
  • Special Tasks
    • Perform ad hoc sales tasks as they arise

About you

  • Minimum 1 year of phone sales experience in financial services or related field
  • Minimum 1 year of customer service experience in financial services or related field
  • Experience managing a pipeline of customers
  • MLO license preferred but not required
  • Bachelor’s degree in Finance, Business, or related field preferred but not required
  • Moderate to strong computer skills
  • G-Suite (Gmail, Google Calendar, etc.)
  • CRM experience (i.e., Salesforce) preferred but not required
  • Familiarity with the US Real Estate and/or Mortgage Processing is preferred but not required
  • Highly Motivated Self-Starter
  • Detail Oriented
  • Excellent Communicator
  • Problem Solver
  • Adaptable
  • Collaborative

Our benefits

Generous health benefits

  • We provide medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA). Point covers 99% of employee medical, dental, and vision premiums.

Unlimited paid time off

  • Recharge with unlimited paid time off and 10 company holidays.

Flexible remote & onsite work

  • Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.

Fully paid parental leave

  • Point will true-up wages from state-applicable PFL earnings so that the employee’s total gross pay will be equivalent to 100% of their regular base pay, as well as two weeks of fully paid leave to be available after exhaustion of state PFL.
  • For employees in states without Paid Family Leave, Point will provide up to 8 weeks of paid parental leave.
  • In addition, all employees will receive 4 weeks of fully paid transition time. For four weeks after returning from parental leave, and following the use of all other paid leave benefits, you may work part-time, meaning two or three days per week, and receive 100% of regular base pay.

Financial wellness

  • We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage. Full-time employees have the opportunity to take ownership in the company through equity options.

Extra work/life benefits

  • We provide monthly stipends for internet, mobile plans, and a one-time home office reimbursement.

Point is proud to be an equal opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

Compensation at Point will be determined by skills, experience, and geographic location. Point has identified the expected annual base salary range for roles at this level based on market by tiers (Region | Location | Market Range):

  • Tier 1 | San Francisco Bay Area, New York, Los Angeles, & Seattle | $54,400 - $73,600
  • Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego | $45,900 - $62,100
  • Tier 3 | All other US metro areas | $43,400 - $58,600

This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews coupled with your experience, location, and other job-related factors to determine final compensation.

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