Associate Account Manager
Job description
About the role
You will own revenue growth, market share performance, and partner success within your assigned portfolio as the Community Guide (Associate Account Manager). This position requires you to diagnose performance gaps, remove growth barriers, and drive cross-functional alignment to unlock measurable results. You are the primary owner of each client relationship, representing Zippy's interests first while building trusted, long-term partnerships. You will ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role demands strong business judgment, commercial instinct, operational fluency, and disciplined performance management. You will forecast performance trends and proactively build action plans to defend share and achieve growth targets within your accounts.
Key facts
What you'll do
- 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 such as product gaps, pricing, state limitations, and operational friction, then 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 to expand revenue through strategic account development.
- Onboard new locations and deepen product adoption to unlock portfolio potential.
- Lead proactive growth conversations rather than reactive support interactions to maintain momentum.
- 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 across your book.
- Develop and execute strategic account plans aligned to each partner's opportunity and market dynamics.
- Ensure partners are fully trained and aligned on Zippy's end-to-end process from marketing through funding to optimize outcomes.
- Drive operational discipline to improve pull-through, speed, and borrower experience for measurable gains.
- Collaborate cross-functionally to resolve systemic issues and file-level friction that impacts performance and retention.
- 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 to support strategic decisions.
- Use data to prioritize time allocation and uncover the highest value opportunities in your portfolio.
- Represent client insights internally while protecting Zippy's commercial interests in all discussions.
- Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity to influence cross-functional priorities.
- Influence cross-functional teams to prioritize initiatives that unlock portfolio growth and enhance partner satisfaction.
- Maintain deep knowledge of Zippy's loan process, underwriting standards, technology, and funding requirements to serve as a trusted expert.
- Serve as a trusted expert for both clients and internal stakeholders to elevate professionalism and outcomes.
- Continuously seek learning to strengthen commercial and operational effectiveness and stay ahead of market trends.
Requirements
- Strong ownership mentality with comfort being accountable for revenue and performance metrics.
- Commercially driven with a sales-oriented mindset focused on growth and retention.
- High curiosity and strong diagnostic problem-solving skills to uncover root causes and opportunities.
- 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 sensitive conversations.
- Demonstrated ability to manage multiple priorities and maintain composure in a fast-paced, dynamic environment.
- Experience working with data and CRM tools to track performance and drive decisions.
- Comfort operating within a remote-first, distributed team across multiple time zones and locations.
- Self-motivated with disciplined execution and a bias for action to close gaps and capture opportunity.
- High integrity and commitment to protecting Zippy's brand and commercial position in every interaction.
- Willingness to collaborate closely with cross-functional partners to solve problems and align on priorities.
- Proven ability to manage relationships and influence without direct authority through empathy and clarity.
- Understanding of the manufactured home lending market and the unique needs of borrowers and retailers.
- Readiness to adhere to Zippy's standards for compliance, risk, and operational excellence in all activities.
- Commitment to continuous improvement by seeking feedback, reflecting on outcomes, and refining approaches.
- Ability to clearly communicate complex information to both technical and non-technical audiences.
- Demonstrated resilience and adaptability when navigating ambiguity, change, and evolving market conditions.
Nice to have
- Preferred items are not specified in the provided source.
Practical notes
- This role is full-time and remote-based within the United States.
- No specific hours, travel requirements, visa sponsorship details, or application deadlines are provided in the source.