Strategic Account Manager at Polly

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Mortgage, FinTechIndustries

Requirements

At least 8 years of experience in Account Management and meeting and/or exceeding quota in the position
Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution
Understanding of mortgage is strongly preferred
Past experience in Enterprise SaaS sales
Excellent written and verbal communication skills
Strong interest in learning about Fintech
An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings
Passionate about customer support and about the role it plays in making a customer-centric team successful
Highly motivated, resilient and a tenacious passion for winning
Ability to communicate technical problems in an elegant and tactful way
Empathy, diplomacy, tact, and poise under pressure when working through customer issues
Highly organized, detail-focused, and adept at multitasking, with an ability to prioritize and respond to client demands in a dynamic setting
Team-oriented and collaborative, with a strong willingness to partner closely with product management and internal stakeholders to enhance client outcomes

Responsibilities

Drive growth by identifying and implementing strategic cross-sell and upsell opportunities, strengthening existing client partnerships and maximizing revenue potential
Cultivate and maintain strong executive-level relationships with strategic clients, positioning the company as an indispensable, trusted advisor
Develop and deliver tailored, proactive responses to client inquiries, ensuring high satisfaction and fostering long-term retention
Contribute to team objectives through close collaboration with cross-functional teams, leveraging insights to support shared success
Provide structured guidance and timelines on critical, client-facing initiatives, particularly for top-priority accounts, ensuring project success
Lead regular business reviews with key stakeholders to evaluate performance, align on strategic objectives, and uncover growth opportunities
Stay attuned to evolving client needs and market trends, driving continuous engagement and value creation

Skills

Key technologies and capabilities for this role

Account ManagementQuota AttainmentCross-SellUpsellExecutive Relationship ManagementClient RetentionBusiness ReviewsStrategic PlanningMultitaskingCross-Functional Collaboration

Questions & Answers

Common questions about this position

What experience level is required for the Strategic Account Manager role?

At least 8 years of experience in Account Management is required, with a track record of meeting or exceeding quota. Experience in Enterprise SaaS sales and cross-selling multiple products at a B2B software platform is also essential.

What is the salary or compensation for this position?

This information is not specified in the job description.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the company culture like at Polly?

Polly values excellence, independent thinking, teamwork, and curiosity. They maintain a high bar of talent, performing in the top quartile of start-up companies, with people considered the engine of success.

What makes a strong candidate for this role?

Strong candidates have 8+ years in Account Management with quota attainment, proven cross-sell experience in B2B SaaS platforms, mortgage knowledge preferred, excellent communication skills, an entrepreneurial attitude, and a passion for customer success in a fast-growing fintech startup.

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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