Location

This is a hybrid role. Our office is located at Arthaland Century Pacific Tower, 5th Avenue, BGC. Team members are expected to work onsite as required by their role, team, and business needs. Onsite schedules may vary and are subject to change.

Role Hours

The expected working hours for this position are typically from 12:00 AM to 9:00 AM. Start times may vary between 8:00 PM and 12:00 AM depending on business needs and operational requirements.

About Point

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.

✨ Hybrid Collaboration, Connected Culture: Based in the Philippines, this hybrid role offers flexibility while fostering strong connection through in-person moments, cross-functional teamwork, and a people-first culture that prioritizes collaboration, belonging, and shared success.

Onsite Expectations

This role follows a hybrid work arrangement. The expected onsite schedule is:

Onsite for the first 90 days.

About the role

• Drive revenue growth and customer acquisition by proactively managing new product inquiries and guiding homeowners through the application process. Focused on lead conversion.

• Maximize conversion rates by leveraging high-volume phone, email, and chat interactions to build rapport, address needs, and resolve concerns effectively.

• Collaborate within a high-energy, performance-driven team to deliver a seamless customer experience in a fast-paced, results-oriented environment.

• Consultatively guide homeowners through complex financial decisions, clearly explaining the value proposition to instill confidence throughout the application journey.

• Remove friction from the decision-making process by proactively identifying potential roadblocks and providing timely, actionable solutions for homeowners.

• Act as a trusted advisor to homeowners, ensuring they feel empowered and well-informed to make the best financial choice for their unique situation.

Your responsibilities

• Serve as the primary, consultative engagement point for homeowners, delivering a high-touch experience that guides them seamlessly from initial inquiry to application.

• Articulate Point’s value proposition clearly and persuasively, educating homeowners on product benefits while identifying and capitalizing on opportunities for conversion.

• Proactively manage the full lifecycle of homeowner interactions, providing expert support for underwriting inquiries, application status updates, and complex problem resolution.

• Function as a trusted financial guide, orchestrating effective handoffs to Account Managers by booking high-quality product calls and facilitating smooth transitions.

• Cultivate long-term client loyalty through empathetic, premium service that balances operational efficiency with a genuine commitment to the homeowner's financial goals.

• Leverage client feedback to assist in refining application workflows and pilot initiatives, directly contributing to departmental conversion and retention targets.

• Dedicate the majority of daily operations to active communication (phone, email, chat), ensuring consistent accessibility and responsiveness to prospects and existing clients.

About you

• 2+ years of customer service experience in Financial Services, Account management or sales experience

• 2+ years of sales and account management experience is required

• Strong business to consumer written and communication skills is a must

• Experience working with Google Suite, Slack, Salesforce or any similar tools

• Demonstrated success in a customer facing and sales role

• Bachelor's degree in business, finance or a related field is preferred

Skills

• Consultative Selling & Negotiation: Ability to listen to homeowner needs, diagnose financial situations, and present value-based solutions that lead to mutually beneficial agreements.

• Objection Handling & Closing: Proactively identifying barriers, addressing concerns with empathy and fact-based responses, and guiding prospects toward a confident decision.

• Sales Velocity & Results-Orientation: Focus on moving leads through the funnel efficiently and prioritizing high-impact activities to meet or exceed conversion targets.

• Consultative Communication: Clearly articulating product value while guiding customers toward informed decisions.

• Pipeline Management: Organizing lead follow-ups and nurturing relationships to maintain a productive sales funnel

• Financial Acumen: Demonstrating a strong understanding of financial services to build client trust and credibility.

• Results Orientation: Maintaining a focus on hitting performance targets and driving conversions while upholding excellent service standards.

Competencies

• Customer-Centric Growth Mindset

  — Emphasizes that you aren't just serving customers, but using that service to drive growth and repeat business.

• Emotional Intelligence (EQ)

  — This is a critical sales skill for reading a prospect, building trust quickly, and navigating sensitive financial conversations.

• Strategic Adaptability

  — Sales environments change rapidly; this highlights an ability to pivot approaches when a deal is stalled or a new objection arises.

• Consultative Resilience: Maintaining high energy and persistence to effectively guide clients through complex processes and overcome objections.

• Strategic Communication: Using a personable, professional approach to influence outcomes through clear, persuasive, and transparent dialogue.

• Analytical Problem Solving: Thinking critically to identify root causes and implement effective, durable solutions for complex client inquiries.

Our benefits

• Competitive Pay: Market-leading salary with regular reviews and comprehensive health insurance for you and your dependents.

• Career Advancement: Structured development programs, certifications, promotion tracks, and access to an educational reimbursement program to support your career growth.

• Work-Life Balance: 18 holidays and hybrid work options in a supportive environment.

• Support for Your Work: Get set up for success with company provided Mac equipment and monitor, and a one-time home office reimbursement to create a productive workspace.

• Global Experience: Collaborate with an international team and learn from global practices.

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