What are the responsibilities and job description for the Account Manager position at PollyEx?
Who You Are :
You are a highly motivated individual looking to have an immediate impact on the systems, processes and technology of markets that are often called the engine of the US economy. You are an entry to mid-level professional, and are excited to join an experienced team of leaders that value excellence, independent thinking, teamwork and curiosity to create value for our customers. You are eager to play an essential role in mortgage pricing for Polly.
Does this sound like you? If so, apply today & let's start the conversation!
What You'll Do :
- Proactively cross-sell and upsell products and services to existing clients, identifying opportunities to expand relationships and increase revenue.
- Build and nurture strong executive relationships with key clients to drive engagement and position the company as a trusted partner.
- Compose thoughtful, personalized responses for a variety of customer requests, ensuring client satisfaction and retention.
- Make active contributions to help achieve team goals and successes, collaborating closely with cross-functional teams.
- Manage input and feedback for all client-facing projects with detailed direction and timelines, especially for top-tier accounts.
- Conduct regular business reviews with key stakeholders to assess performance, align on goals, and identify opportunities for growth.
- Stay connected to clients and monitor the ever-changing market to ensure continuous engagement and value delivery on a regular basis.
- Organized, detail-oriented with the ability to multitask, prioritize, and respond quickly to client needs in a dynamic environment.
- Team-focused attitude with a willingness to collaborate closely with peers, product management, and other internal stakeholders.
What You Have :
Why Join Polly?
About Polly :
Polly is transforming the mortgage industry with its modern, data-driven capital markets ecosystem. Banks, credit unions, and mortgage lenders nationwide trust Polly's revolutionary Product and Pricing Engine (PPE) , Loan Trading Exchange , and actionable data and analytics to automate and optimize the entire capital markets value chain, helping their secondary teams operate faster, smarter, and more profitably. Polly was founded in 2019 by a seasoned team of technology and mortgage experts and is headquartered in San Francisco, California.
To learn more, follow Polly on LinkedIn or visit www.polly.io . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Beware of recruitment scams impersonating Polly brand or employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at peopleteam@pollyex.com . We care deeply about this network and your experience.
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