Polly is transforming the mortgage industry with its modern, cloud-native capital markets ecosystem.
September 10
🔄 Hybrid – San Francisco
Polly is transforming the mortgage industry with its modern, cloud-native capital markets ecosystem.
• Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue. • Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner. • Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention. • Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams. • Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts. • Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth. • Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis. • Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment. • Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders.
• At least 3 years of experience in Account Management and meeting and/or exceeding quota in the position • Understanding of mortgage is strongly preferred • Past experience in Enterprise Saas sales • Excellent written and verbal communication skills • Strong interest in learning about Fintech • An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up • An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings • Passionate about customer support and about the role it plays in making a customer-centric team successful • Highly motivated, resilient and a tenacious passion for winning • Ability to communicate technical problems in a elegant and tactful way • Empathy, diplomacy, tact, and poise under pressure when working through customer issues
• Competitive salaries • 100% paid medical/vision/dental/disability/life insurance • Unlimited PTO • Hybrid environment
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