Account Manager

At Point, we make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life-changing goals. Backed by over $175M from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast. Join us at a pivotal stage and help build a category-defining company in home equity—earning a 4.7 Trustpilot rating and an A+ from the BBB while serving 20,000+ customers. We’re a Certified Great Place to Work and a Fortune Best Workplace in the Bay Area, offering a remote-first culture with genuine connection through virtual collaboration, team gatherings, and a people-first approach.

Responsibilities

• Maximize lead-to-funding conversion by understanding prospects’ dynamic needs and leveraging homeownership solutions to deliver an excellent homeowner experience.
• Own a large, warm pipeline, balancing speed and intentionality to segment and prioritize leads based on deal readiness, engagement, and qualification criteria using Salesforce.
• Convert leads with consultative selling: run high-volume call blocks, uncover homeowners’ goals with empathy, tailor financing options, and drive toward funding decisions.
• Drive your own growth through role-plays, call reviews, coaching, and iterating on conversion metrics and KPIs.
• Collaborate with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey and refine sales processes.

Why Top Performers Choose Point

• Earning potential: Uncapped commission scales directly with activity, consistency, and pipeline efficiency.
• High-quality leads: Optimize inbound and outbound sales efforts for prospects already in the funnel.
• Equity + ownership: Share in our mission and future growth.
• Purposeful work: Help hundreds of homeowners annually improve their lives and financial outcomes.
• Real recognition: Public performance celebrations and meaningful advancement opportunities.
• World-class support: Weekly coaching, clear metrics, and strong leadership.

Requirements

• At least 1 year of phone sales experience in financial services or a related field, including closing experience.
• Experience managing a customer pipeline and driving deals to close.
• Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required.
• Bachelor’s degree in Finance, Business, or a related field preferred but not required.
• Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (e.g., Salesforce) is a plus.
• Familiarity with U.S. real estate or mortgage processing is helpful but not required.
• Strong computer skills, attention to detail, and a proactive, problem-solving mindset.
• Excellent communication skills, adaptability to change, and a collaborative team player.
• Must be able to travel for two mandatory onsite events per year.
• Must have a distraction-free home office.

This position requires obtaining and maintaining an MLO license under the SAFE Act and Regulation Z within 60 days of hire. Licensing includes NMLS registration, a criminal background check, and a credit check. Point covers all associated costs. Employment is contingent on meeting and maintaining these requirements.

Pay

All U.S. metro areas: $60,000 base salary (non-exempt role with overtime eligibility). Uncapped commission with expected On-Target Earnings (OTE) of ~$90,000 in the first year for those meeting targets. Top performers can earn significantly more. New hires receive a $1,500 monthly commission guarantee for the first 3 months. Most ramp up within 3–4 months, with commissions increasing as experience grows.

Benefits

• Health benefits: Comprehensive medical, dental, and vision plans with FSA and HSA options.
• Unlimited paid time off: Plus 10 company holidays.
• Flexible work: Fully remote or hybrid options, with a Palo Alto, CA HQ available.
• Parental leave: 100% paid leave supplementing state Paid Family Leave (PFL), plus 2 additional weeks. In states without PFL, up to 8 weeks paid leave, plus 4 weeks of transition time at full pay.
• Equity: Meaningful equity grants tied to company growth.
• Financial wellness: 401K retirement plan, guaranteed life insurance, and short- and long-term disability coverage.
• Work/life perks: Monthly stipends for internet, mobile plans, and wellness; one-time home office reimbursement; company-provided MacBook and monitor.

Schedule

This is a remote position. Candidates must reside in one of Point’s states of operation: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, or WI.