Account Specialist

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.

✨ Hybrid Collaboration, Connected Culture: Based in the Philippines, this hybrid role offers flexibility while fostering strong connection through in-person moments, cross-functional teamwork, and a people-first culture that prioritizes collaboration, belonging, and shared success.

Onsite Expectations

This role follows a hybrid work arrangement. The expected onsite schedule is:

Onsite for the first 90 days.

• Drive revenue growth and customer acquisition by proactively managing new product inquiries and guiding homeowners through the application process. Focused on lead conversion.
• Maximize conversion rates by leveraging high-volume phone, email, and chat interactions to build rapport, address needs, and resolve concerns effectively.
• Collaborate within a high-energy, performance-driven team to deliver a seamless customer experience in a fast-paced, results-oriented environment.
• Consultatively guide homeowners through complex financial decisions, clearly explaining the value proposition to instill confidence throughout the application journey.
• Remove friction from the decision-making process by proactively identifying potential roadblocks and providing timely, actionable solutions for homeowners.
• Act as a trusted advisor to homeowners, ensuring they feel empowered and well-informed to make the best financial choice for their unique situation.

• Serve as the primary, consultative engagement point for homeowners, delivering a high-touch experience that guides them seamlessly from initial inquiry to application.
• Articulate Point’s value proposition clearly and persuasively, educating homeowners on product benefits while identifying and capitalizing on opportunities for conversion.
• Proactively manage the full lifecycle of homeowner interactions, providing expert support for underwriting inquiries, application status updates, and complex problem resolution.
• Function as a trusted financial guide, orchestrating effective handoffs to Account Managers by booking high-quality product calls and facilitating smooth transitions.
• Cultivate long-term client loyalty through empathetic, premium service that balances operational efficiency with a genuine commitment to the homeowner's financial goals.
• Leverage client feedback to assist in refining application workflows and pilot initiatives, directly contributing to departmental conversion and retention targets.
• Dedicate the majority of daily operations to active communication (phone, email, chat), ensuring consistent accessibility and responsiveness to prospects and existing clients.

• 2+ years of customer service experience in Financial Services, Account management or sales experience
• 2+ years of sales and account management experience is required
• Strong business to consumer written and communication skills is a must
• Experience working with Google Suite, Slack, Salesforce or any similar tools
• Demonstrated success in a customer facing and sales role
• Bachelor's degree in business, finance or a related field is preferred

Skills

• Consultative Selling & Negotiation: Ability to listen to homeowner needs, diagnose financial situations, and present value-based solutions that lead to mutually beneficial agreements.
• Objection Handling & Closing: Proactively identifying barriers, addressing concerns with empathy and fact-based responses, and guiding prospects toward a confident decision.
• Sales Velocity & Results-Orientation: Focus on moving leads through the funnel efficiently and prioritizing high-impact activities to meet or exceed conversion targets.
• Consultative Communication: Clearly articulating product value while guiding customers toward informed decisions.
• Pipeline Management: Organizing lead follow-ups and nurturing relationships to maintain a productive sales funnel
• Financial Acumen: Demonstrating a strong understanding of financial services to build client trust and credibility.
• Results Orientation: Maintaining a focus on hitting performance targets and driving conversions while upholding excellent service standards.

Competencies

• **Customer-Centric Growth Mindset ** — Emphasizes that you aren't just serving customers, but using that service to drive growth and repeat business.
• **Emotional Intelligence (EQ) ** — This is a critical sales skill for reading a prospect, building trust quickly, and navigating sensitive financial conversations.
• Strategic Adaptability — Sales environments change rapidly; this highlights an ability to pivot approaches when a deal is stalled or a new objection arises.
• Consultative Resilience: Maintaining high energy and persistence to effectively guide clients through complex processes and overcome objections.
• Strategic Communication: Using a personable, professional approach to influence outcomes through clear, persuasive, and transparent dialogue.
• Analytical Problem Solving: Thinking critically to identify root causes and implement effective, durable solutions for complex client inquiries.

• Competitive Pay: Market-leading salary with regular reviews and comprehensive health insurance for you and your dependents.
• Career Advancement: Structured development programs, certifications, promotion tracks, and access to an educational reimbursement program to support your career growth.
• Work-Life Balance: 18 holidays and hybrid work options in a supportive environment.
• Support for Your Work: Get set up for success with company provided Mac equipment and monitor, and a one-time home office reimbursement to create a productive workspace.
• Global Experience: Collaborate with an international team and learn from global practices.

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