Dealer Guide; Partner Account Manager

Dealer Guide

Zippy was founded with one mission : to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That's why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience.

• Relationship Owner:
  Responsible for building, maintaining, and growing the relationship with Zippy's clients and their key contacts in the manufactured housing dealer channel.
• Client Success:
  Responsible for maintaining market share with existing dealers and driving pull-through at their locations.
• Revenue Growth:
  Responsible for growing applications and funded loans at any given client. If revenue growth is blocked by Zippy, clearly communicate to leadership the reason for the block and quantify the opportunity size to help leadership allocate resources.
• Training & Enablement:
  Responsible for on-site and remote training of dealer sales and transactions teams on Zippy's processes and technology from marketing and application to funding.
• Communications:
  Responsible for communicating process updates and changes. Also responsible for helping Zippy's leadership determine the viability of any changes.
• Performance Tracking:
  Responsible for tracking Zippy's performance with each dealership, primarily but not limited to market share each month.
• CRM Management:
  Responsible for ensuring Salesforce is up-to-date with key contacts at clients and tracking communication via Salesforce. Ownership of dealer-level and store-level data following the transfer of a client to the Dealer Guide.
• Zippy Process Knowledge:
  Responsible for understanding Zippy's loan process from start to finish including stages, necessary documents, and associated technologies. If unsure, responsible for speaking up and asking for training and help.
• Process Building:
  Ability to thrive in a new, fast-evolving channel by helping define territories, establishing the right outreach cadence, and shaping processes that will set the foundation for future teammates.
• Client Representation:
  Represent your client's best interests within Zippy. Communicate their needs and priorities to leadership and to the originations team on specific files when needed.
• Subject Matter Expert:
  Deep understanding of Zippy's process from marketing to application to conditions needed to closing to funding. Ability to answer most client questions quickly and ability to source answers quickly when unsure of answer.
• Deep Client Understanding:
  Know a client's potential funded loans and applications and why Zippy isn't reaching it at any given time. If Zippy is at max potential with a client, understand that too. Subject matter expert on their clients. This Dealer Guide always knows what is going on with a specific client at any given time and is the client's first call.
• Market Awareness & Competitive Positioning:
  Stay informed on market trends, lending practices, and dealer dynamics to help Zippy maintain a competitive edge. Develop a strong understanding of how Zippy's offerings compare with competitors and leverage this knowledge to drive dealer success.
• Compliance & Regulatory Oversight:
  Ensure dealership operations and loan activities meet Zippy's standards, legal requirements, and all applicable regulatory guidelines.

• Driven, motivated, and a go-getter willing to do what it takes to succeed.
• Polished presence with high energy; able to command attention in dealership environments while still being personable and approachable.
• Willingness and ability to travel up to 50-70% within an assigned territory.
• Sales-oriented mindset with a focus on relationship building.
• Highly curious and skilled at problem-solving including uncovering real issues through discovery calls and in-person visits.
• Extroverted and relationally oriented, comfortable interacting with clients.
• Strong proficiency in Salesforce and managing client data through CRM systems.
• Detail-oriented, quick learner with a "figure it out" mentality.
• Background in tech-forward environments, mortgage, or tech…