Community Guide
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Job Description
Community Guide responsible for driving revenue and market share for Zippy's portfolio of partners. Building long-term relationships to enhance loan applications and funded loans.
Responsibilities:
- Own the full revenue metrics and market share position of your assigned portfolio.
- Drive measurable growth in applications, funded loans, and average loan size.
- Identify, quantify, and execute against performance gaps and revenue opportunities within each account.
- Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership.
- Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts.
- Serve as the primary relationship owner and trusted advisor for assigned clients.
- Build strong, credible relationships with operators and key stakeholders.
- Expand revenue through strategic account development, onboarding new locations, and deepening product adoption.
- Lead proactive growth conversations rather than reactive support interactions.
- Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts.
- Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential.
- Develop and execute strategic account plans aligned to each partner’s opportunity.
- Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding).
- Drive operational discipline to improve pull-through, speed, and borrower experience.
- Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance.
- Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends.
- Maintain accurate, actionable account and contact data in Salesforce.
- Use data to inform strategic decisions and prioritize time allocation.
- Represent client insights internally while protecting Zippy’s commercial interests.
- Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity.
- Influence cross-functional teams to prioritize initiatives that unlock portfolio growth.
- Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements.
- Serve as a trusted expert for both clients and internal stakeholders.
- Continuously seek learning to strengthen commercial and operational effectiveness.
Requirements:
- Strong ownership mentality with comfort being accountable for revenue and performance metrics.
- Commercially driven with a sales-oriented mindset.
- High curiosity and strong diagnostic problem-solving skills.
- Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders.
- Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively.
- Confidence operating with operators, owners, and senior stakeholders.
- Strong Salesforce/CRM proficiency and disciplined data management habits.
- Detail-oriented with strong follow-through and execution discipline.
- Ability to balance partner advocacy with Zippy-first business priorities.
- Experience in tech-forward, mortgage, fintech, or enablement environments preferred.
- SaaS experience and ability to articulate product value is a plus.
- Familiarity with the manufactured housing industry is a plus.
Benefits:
- Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
- Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
- Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
- Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
- Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
- Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
- Paid Time Off: We offer generous PTO—and we encourage you to use it!
- Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
- Parental Leave: We provide paid parental leave to support you and your growing family.
- No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
- Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
- Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.
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