Account Manager; Inside Sales Representative

Position: Account Manager (Inside Sales Representative)

* Hybrid schedule (at least 1 day a week in office)
Office Location:1180 North Town Center Drive (Canyons Center in Summerlin) suite 1075.

About Point

At Point, we're on a mission to make home ownership more valuable and accessible for our customers. Collectively, we understand that home ownership is often a very long, highly unique, and individualistic journey. By unlocking the potential held within home equity, we help our homeowners gain financial flexibility, build debt resiliency, and accelerate their highly personal, and often, life-changing goals. With over $175M in backing from world-class investors like Andreessen Horowitz, Greylock, and Prudential, we're scaling quickly, and you will have a front-row seat to building something category-defining.

• Meaningful Impact: When the money homeowners need seems inaccessible or looks drive them in deeper debt, you'll help them find the gap and a path forward to meeting their ambitions.
• High-performance Culture: We value grit, ambition, discipline, and a relentless drive to improve and get good so that we can best serve our customers.
• Trust & Credibility: 4.7 Trustpilot rating, A+ from the BBB.

What You'll Do

• Maximize lead-to-funding conversion:
  In understanding our prospects and their dynamic needs to leverage home ownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience.
• Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role's success hinders on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation.
• Convert with consultative selling:
  Run high-volume call blocks, uncover homeowners' goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions.
• Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, track performance, test new tactics, and iterate for performance based on results.
• Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements.

Why Top Performers Choose Point

• Earning potential: Your ambition drives your income. Earnings scale directly with activity, consistency, and the overall efficiency of pipeline execution.
• Market qualified lead volume & quality: You can optimize and master outbound and inbound sales efforts for prospects who have are already in the sales funnel.
• Equity + ownership: You share in our mission and our future:
  Make home ownership more valuable and accessible.
• Purposeful work: This isn't transactional selling. You're effectively helping 100s of homeowners each year to improve their lives and financial outcomes.
• Real recognition: We publicly celebrate performance and provide meaningful advancement opportunities.
• World-class support: Weekly coaching, clear metrics, and strong leadership that help you win.

Who You Are

• Top-tier performer: You don't just hit your quota, but it's your professional goal to exceed it consistently. "Every goal reached becomes the launchpad for a new benchmark."
• Mission-aligned: You believe in our product's impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions.
• Curious and coachable: You absorb feedback, experiment, and continuously improve.
• Highly organized:
  You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel.
• Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.
• Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who intentional to embrace and implement timely change, has an insatiable appetite for learning, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement.

Qualifications

• At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.
• Experience managing a customer pipeline and driving deals to close.
• Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required.
• Bachelor's degree in Finance, Business, or a related field is preferred but not required.
• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.
• Familiarity with U.S. real estate or mortgage processing is helpful but not required.
• Strong computer skills,…