Community Guide; Partner Account Manager

Community Guide (Partner Account Manager)

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience.

Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote‑first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home.

We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting‑edge technology and innovative solutions.

The Community Guide is primarily focused on managing and strengthening client relationships, educating clients on Zippy's loan processes and technology, and ensuring clear communication of process updates. A significant part of the role involves driving revenue growth by increasing loan applications and funding from clients, while also identifying and communicating any growth barriers to leadership. This position requires diligent performance tracking, particularly in market share metrics, and meticulous management of client data in Salesforce.

A profound knowledge of Zippy's loan processes is essential, along with the ability to advocate for clients' interests within the organization. The Community Guide is pivotal in bridging the gap between clients and Zippy's internal teams, ensuring both client satisfaction and business success.

• Relationship Owner:
  Responsible for building, maintaining, and growing the relationship with Zippy’s clients and key contacts with our clients.
• Client Success:
  Responsible for maintaining market share with existing clients.
• Revenue Growth:
  Responsible for growing applications and funded loans at any given client. If revenue growth is blocked by Zippy, clearly communicate to leadership the reason for the block (ex: state, rates) and quantify the opportunity size to help leadership allocate resources.
• Training & Enablement:
  Responsible for training on Zippy’s processes and technology from marketing and application to funding.
• Communications:
  Responsible for communicating process updates and changes. Also responsible for helping Zippy’s leadership determine the viability of any changes.
• Performance Tracking:
  Responsible for tracking Zippy’s performance with the client, primarily but not limited to market share (% of apps and total loans) each month.
• CRM Management:
  Responsible for ensuring Salesforce is up-to-date with key contacts at clients and tracking communication (to extent possible) via Salesforce. Ownership of operator and community-level data following the transfer of a client to the Community Guide.
• Zippy Process Knowledge:
  Responsible for understanding Zippy’s loan process from start to finish including stages, necessary documents, and associated technologies. If unsure, responsible for speaking up and asking for training and help.
• Client Representation:
  Represent your client’s best interests within Zippy. Communicate their needs and priorities to leadership and to the originations team on specific files when needed.
• Subject Matter Expert:
  Deep understanding of Zippy’s process from marketing to application to conditions needed to closing to funding. Ability to answer most client questions quickly and ability to source answers quickly when unsure of answer.
• Deep Client Understanding:
  Know a client’s potential funded loans and applications and why Zippy isn’t reaching it at any given time. If Zippy is at max potential with a client, understand that too. Subject matter expert on…