Account Manager (Inside Sales)

About this role

About Point

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area .

✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.

*Hybrid schedule (1 day a week in office) Office Location: 1180 North Town Center Drive (Canyons Center in Summerlin), Suite 1075.

At Point, we don’t just hire Inside Sales Reps. We welcome individuals who are eager to learn, contribute, and grow within a culture grounded in self awareness, resilience, and shared ambition. We believe great sales performance starts with curiosity, understanding clients’ needs, strengthening your skills, and building confidence through consistent and intelligent effort. Here, progress is built through preparation, thoughtful conversations, and a willingness to reflect and improve each day. If you’re motivated to develop your abilities, support your teammates, and steadily build your craft, you’ll find a meaningful place to grow your career at Point.

What You’ll Do

• Maximize lead-to-funding conversion: By 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 hinges 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.

Why Top Performers Choose Point

• Earning potential: Your ambition drives your income. Earnings scale directly with activity, consistency, and the overall efficiency of pipeline execution.

• Market qualified lead volume & quality: You can optimize and master outbound and inbound sales efforts for prospects who have are already in the sales funnel.

• Equity + ownership: You share in our mission and our future: Make homeownership more valuable and accessible.

• Purposeful work: This isn’t transactional selling. You’re effectively helping 100s of homeowners each year to improve their lives and financial outcomes.

• Real recognition: We publicly celebrate performance and provide meaningful advancement opportunities.

• World-class support: Weekly coaching, clear metrics, and strong leadership that help you win.

Who You Are

• Top-tier performer: You don’t just hit your quota, but it’s your professional goal to exceed it consistently. "Every goal reached becomes the launchpad for a new benchmark."

• Mission-aligned: You believe in our product’s impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions.

• Curious and coachable: You absorb feedback, experiment, and continuously improve.

• Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel.

• Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.

• Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who intentional to embrace and implement timely change, has an insatiable appetite for learning, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement.

Qualifications

• 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.

• 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.

• 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 outs

Similar jobs

• Account Manager (Sales) — Paraform · San Francisco
• Associate Sales Manager - Inside Sales — Lucidmotors · Phoenix, AZ
• Account Manager — Storable · United States
• Account Manager — Instacart · Remote
• Account Manager — Centralreach · Fort Lauderdale, Florida, United States
• Account Manager — Pointc · Remote
• Account Manager — Paveakatroveinformationtechnologies · New York, New York, United States, San Francisco, California, United States
• Account Manager — Octus · New York, New York, United States