Account Manager (Inside Sales)

Point is on a mission to make homeownership more valuable and accessible for customers. The Account Manager (Inside Sales) will maximize lead-to-funding conversion, manage a large pipeline of leads, and collaborate across teams to ensure a smooth homeowner journey.

Responsibilities

• Maximize lead-to-funding conversion: In understanding our prospects and their dynamic needs to leverage homeownership 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

Skills

• 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
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset
• Excellent communication skills, adaptable to change, and a collaborative team player
• Must be able to travel for two mandatory onsite events per year
• Must have a home office and be able to operate in a space without outside distraction
• This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements
• 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

Benefits

• Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
• Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
• Flexible remote and 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 supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.
• Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
• Financial wellness:  We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
• Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, a one-time home office reimbursement, and company provided equipment including a MacBook and monitor.
• Point will cover all costs associated with obtaining your MLO license.

Company Overview

Company H1B Sponsorship