Associate Account Manager

Overview

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience.

Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers\' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions.

The Role

The Community Guide (CG) owns revenue growth, market share performance, and partner success within their assigned portfolio.

This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results.

As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience.

Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management.

What You’ll Do

Revenue & Market Share Ownership

• 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.

Relationship Ownership & Business Development

• 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.

Portfolio Management

• 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.

Partner Enablement & Operational Alignment

• 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.

Performance Tracking & CRM Discipline

• 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.

Internal Leadership & Advocacy

• 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.

Subject Matter Expertise

• 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.

What You’ll Need

• 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.

Important Applicant Information

• While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process.

• As a participating employer, we will use E-Verify to confirm employment eligibility.

• Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Applicants that do not reside in the bolded states will be rejected.

Total Rewards

At Zippy, we\'re passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work.

Our benefits and perks are always evolving, but here’s what we offer right now:

• 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.

Beyond the tangible benefits:

• Core Values : At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day.

• Join a Growing Team : Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact.

• Innovative Work : Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution.

• Supportive Culture : You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging.

• Diversity & Inclusion : We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work.

• Inspirational Leadership : Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed.

• Meaningful Impact : Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today.

Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.