Head of Account Management at Polly

Dallas, Texas, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Mortgage Technology, FinTechIndustries

Requirements

8+ years of experience in Account Management, Customer Success, or Revenue-focused roles within a SaaS or technology company, with proven success owning and growing complex customer portfolios
Commercial Acumen: Demonstrated success driving expansion, cross-sell, and strategic growth within existing customer accounts, in close partnership with Customer Success and Revenue Operations
Scaling Experience: Proven track record of leading account management or customer-facing teams through major growth phases (e.g., ARR growth from ~$10M → $50M+ → $100M+) while expanding the customer base and deepening account penetration
High-Growth / Start-Up Familiarity: Hands-on operator who thrives in dynamic, high-growth SaaS environments and can balance strategic thinking with tactical execution
Relationship Builder: Deep experience engaging with senior executives at enterprise customers, developing trusted partnerships that translate into measurable business outcomes
Data-Driven Operator: Skilled at using data to prioritize opportunities, forecast expansion potential, and evaluate account health; comfortable building reporting rhythms and metrics that drive accountability
Player/Coach Leadership: Demonstrated ability to lead and develop talent while personally managing key accounts; capable of scaling a function and setting the standard for commercial excellence
Systems Thinker: Experience implementing scalable processes, playbooks, and tools to improve efficiency and consistency in account management; familiarity with CRM and revenue systems like Salesforce
Strategic, outcomes-oriented leader who excels at driving account growth and cultivating exceptional customer relationships
Strong SaaS background, customer-centric mindset, and passion for creating scalable, repeatable processes
Thrives in fast-paced, high-growth environments and builds structure where it doesn’t yet exist

Responsibilities

Lead and coach Polly’s Account Management function, serving as both a hands-on account owner and player/coach to one direct report; set the standard for excellence in commercial relationship management while actively managing a portfolio of key accounts
Drive account expansion and commercial growth, identifying and executing on cross-sell and upsell opportunities in close partnership with the Customer Success team, who lead renewals
Define and operationalize the Account Management charter, establishing clear goals, metrics, and scalable playbooks that balance customer value with business impact
Develop and execute strategic account plans to strengthen executive alignment, expand product adoption, and position Polly as a long-term strategic partner
Cultivate deep, multi-threaded relationships across customer organizations, ensuring Polly is seen as a trusted advisor and embedded in clients’ strategic initiatives
Collaborate cross-functionally with Customer Success, Product, and Revenue Operations to deliver a cohesive customer experience and align on growth opportunities
Continuously improve systems, processes, and insights to increase visibility, efficiency, and effectiveness of commercial account management activities

Skills

Account Management

Customer Relationship Management

SaaS

Account Expansion

Cross-sell

Upsell

Strategic Account Planning

Executive Alignment

Mortgage Technology

Team Leadership

Player Coach

Scalable Processes

Commercial Growth

Customer Success Collaboration

Revenue Operations

Polly

Cloud-based platform for mortgage operations

About Polly

Polly.io offers a platform designed to improve the mortgage industry by making operations more efficient for lenders. The platform is cloud-based, which means it uses internet technology to provide secure and scalable services. This allows lenders to access advanced tools for data analysis and machine learning, helping them to price loans and manage loan locks more accurately and quickly than traditional methods. Polly.io also features a Loan Trading Exchange that connects buyers and sellers of mortgage loans, making the process more transparent and efficient. By providing real-time analytics and market insights, Polly.io helps lenders make better decisions. The goal of Polly.io is to empower lenders of all sizes to enhance their productivity and profitability through its comprehensive suite of tools.

San Francisco, CaliforniaHeadquarters

2019Year Founded

$74.9MTotal Funding

GROWTH_EQUITY_VCCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Professional growth & upward mobility

Competitive salaries

100% paid medical/vision/dental/disability/life insurance

Unlimited PTO

Remote environment

Risks

Increased competition from similar fintech solutions could erode Polly's market share.

Continuous technological advancements may require costly updates to Polly's platform.

Economic downturns could negatively impact demand for Polly's mortgage services.

Differentiation

Polly offers the industry's first cloud-native, commercially scalable Product and Pricing Engine.

The platform integrates advanced data science and machine learning for superior mortgage pricing accuracy.

Polly's Loan Trading Exchange enhances transparency and efficiency in the mortgage loan sale cycle.

Upsides

Polly's cloud-based platform aligns with the industry's digital transformation trend.

The integration with nCino enhances loan officer mobility and engagement opportunities.

Polly's Lender Intelligence tool provides valuable market insights for data-driven decisions.

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