Account Manager, Polly
3-5 days a week in office
End-to-end capital markets ecosystem platform
Open for applications
End-to-end capital markets ecosystem platform
101-200 employees
Open for applications
3-5 days a week in office
101-200 employees
Company mission
To help capital markets and secondary teams operate faster, smarter, and more profitably with best-in-class technology configured for each customers' unique workflows and needs.
Role
Who you are
- 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
What the job involves
- 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
Our take
Many of the processes in the mortgage industry have remained unchanged for decades, and huge amounts of money are spent on tasks that have the potential to be automated. This is the gap that Polly fills, with its SaaS solution for mortgage lenders, that can automate mortgage loan pricing and sales, as well as offering data-driven analytical insights.
In an industry worth trillions of dollars, Polly has found its place in providing flexible and innovative time-saving solutions for repeatable mortgage capital market tasks. With product and pricing, loan trading, and analytics capabilities, the company offers its clients comprehensive control to modernize their workflows and has enjoyed rapid growth and an increasing customer count.
Funding raised by Polly is cited to go towards accelerating innovation - including by investing in AI and ML capabilities - as well as growing its ecosytem of partners, hiring talent, and delivering even better products for its customers.
Steph
Company Specialist
Insights
Company
Funding (2 rounds)
Jan 2022
$37m
SERIES B
Mar 2021
$15m
SERIES A
Total funding: $52m
Company benefits
- Competitive salaries
- 100% paid medical/vision/dental/disability/life insurance
- Unlimited PTO
- Remote environment
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Adam Carmel
(CEO)They worked as the VP of Provident Funding Associates for over 6 years before founding Ethos Lending in April 2019. After over 5 years, they left this CEO position to found Polly in April 2019.
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