Account Manager (Inside Sales)
Point Digital FinanceHome Equity company
Las Vegas, United States$60,000 - $90,000Mid
Andreessen Horowitz
Ribbit Capital
Bloomberg Beta
Atalaya Capital Management
Prudential Financial
Westcap
Sales & Account Management
About the role
TL;DR
Manage a pipeline of leads to convert homeowners into funded accounts, providing financial flexibility.
- •Point is seeking motivated individuals to join their Inside Sales team as Account Managers.
- •This role focuses on helping homeowners access their wealth and achieve financial flexibility through Point's innovative home equity solutions.
- •You will be part of a fast-growing, well-funded company with a strong mission and a positive work environment.
- •Key Responsibilities Maximize lead-to-funding conversion by understanding prospect needs and leveraging homeownership solutions.
- •Manage a large, warm pipeline of leads using Salesforce, prioritizing based on deal readiness and engagement.
- •Conduct high-volume call blocks, uncover homeowner goals with empathy, and tailor financing options.
- •Drive personal growth through active participation in role-plays, call reviews, and coaching sessions.
- •Collaborate with Operations, Underwriting, and Customer Success to ensure a smooth homeowner journey.
- •Requirements At least 1 year of phone sales experience in financial services or a related field, with closing experience.
- •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.
- •Comfortable using G Suite tools; CRM experience (like Salesforce) is a plus.
- •Strong computer skills, attention to detail, and a proactive, problem-solving mindset.
Required skills
SalesforceSalesCustomer ServicePipeline ManagementLead Generation
Domain expertise
fintechproptech
Benefits & perks
Health insurance, Dental insurance, Vision insurance, Flexible spending accounts, Health savings accounts, Unlimited paid time off, 10 company holidays, Fully paid parental leave, Equity, 401K retirement plans, Life insurance, Short-term disability coverage, Long-term disability coverage, Internet stipend, Mobile plan stipend, Wellness perks stipend, Home office reimbursement, MacBook, Monitor
Tech stack
Salesforce