Dealer Guide (Partner Account Manager)

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.

Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions.

The Role

The Dealer Guide is primarily focused on managing and strengthening client relationships, educating clients on Zippy's loan processes and technology, and ensuring clear communication of process updates. A significant part of the role involves driving revenue growth by increasing loan applications and funding from clients, while also identifying and communicating any growth barriers to leadership. This position requires diligent performance tracking, particularly in market share metrics, and meticulous management of client data in Salesforce. A profound knowledge of Zippy's loan processes is essential, along with the ability to advocate for clients' interests within the organization. The Dealer Guide is a critical in bridging the gap between clients and Zippy's internal teams, ensuring both client satisfaction and business success. As this is a brand-new team building out a new channel, travel requirements will ramp up over time, ultimately reaching as much as 80% as Zippy expands its dealer footprint.

What You'll Do

• 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 (ex : loan product, rates) 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 (% of apps and total loans) each month.
• CRM Management : Responsible for ensuring Salesforce is up-to-date with key contacts at clients and tracking communication (to extent possible) 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.

What You'll Need

Important Applicant Information

Total Rewards

At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work.

Our benefits and perks are always evolving, but here's what we offer right now :

Beyond the tangible benefits :

Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.