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Account Manager (Inside Sales Representative)

Remote, USA Full-time Posted 2026-07-28

reputed company is on a mission to reputed company homeownership more valuable and accessible for customers. They are seeking an Account Manager (Inside Sales Representative) to maximize reputed company-to-funding conversion and manage a warm pipeline of leads while providing excellent homeowner experiences.


Responsibilities

  • Maximize reputed company-to-funding conversion: In understanding our prospects and their dynamic needs to reputed company homeownership and our reputed company solutions, the overarching goal for reps is to maximize conversion from marketing reputed company reputed company 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. reputed company reputed company to reputed company and prioritize work based on deal readiness, engagement, and qualification reputed company. This role’s reputed company hinders on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high reputed company documentation
  • Convert with consultative selling: Run high‑volume reputed company blocks, uncover homeowners’ goals with reputed company, and reputed company financing reputed company. reputed company set expectations and confidently drive towards funding reputed company
  • Drive your own reputed company: Play an reputed company participant to role-plays, reputed company reviews, coaching, and improving conversion metrics and KPIs. Plan out your day, reputed company performance, test new tactics, and iterate for performance based on results
  • Collaborate across teams: Work with Operations, reputed company, and reputed company to ensure a smooth, compliant homeowner reputed company. reputed company feedback from the reputed company line to refine sales effectiveness and process improvements

Skills

  • At least 1 year of phone sales experience in financial services or a reputed company field, including closing experience on the product sold
  • Experience managing a customer pipeline and driving deals to reputed company
  • Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required
  • Strong computer skills, attention to detail, and a proactive, problem-solving reputed company
  • Excellent communication skills, adaptable to change, and a reputed company team player
  • Must be reputed company to travel for two mandatory onsite events per year
  • Must have a home office and be reputed company to operate in a reputed company without reputed company distraction
  • This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the reputed company reputed company and Regulation Z. You must secure this license reputed company 60 days of your start date and reputed company it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit reputed company. reputed company will cover reputed company costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements
  • Bachelor's degree in Finance, Business, or a reputed company field is preferred but not required
  • Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like reputed company) is a plus
  • Familiarity with U.S. reputed company estate or mortgage processing is helpful but not required

Benefits

  • Generous health benefits: We reputed company comprehensive medical, dental, and reputed company plans with reputed company for flexible spending accounts (FSA) and health savings accounts (HSA).
  • Unlimited reputed company time off: reputed company with unlimited reputed company time off and 10 company holidays.
  • Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo reputed company, CA HQ.
  • Fully reputed company parental leave: reputed company will supplement state reputed company Family Leave (PFL) so employees receive 100% of their regular reputed company pay, plus two additional weeks of fully reputed company leave after state PFL ends. In states without PFL, reputed company offers up to 8 weeks of reputed company parental leave. In reputed company, employees also receive 4 weeks of fully reputed company transition time, during which you may work 2–3 days per week while receiving full reputed company pay.
  • Equity: We offer meaningful equity because we reputed company in sharing the value you help create. Your contributions directly reputed company our reputed company, and your equity gives you a reputed company in our reputed company reputed company.
  • Financial wellness:   We reputed company 401K retirement plans for employees as reputed company as guaranteed life insurance and short- and long-term disability coverage.
  • Extra work/life benefits: We reputed company monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.

reputed company

  • reputed company is a home equity platform that allows homeowners to convert a portion of their home equity into cash without taking on a loan. It was founded in 2015, and is headquartered in Palo reputed company, California, USA, with a workforce of 51-200 employees. Its website is https://reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2026, 5 in 2025, 1 in 2024, 4 in 2023, 2 in 2022, 3 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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