Point Digital Finance, Inc.

Account Manager

Point Digital Finance, Inc. · United States

Posted 29 days ago

or apply directly on Point Digital Finance, Inc.'s site. We never take the application ourselves.

Is this posting real?

This role has been open
29 days
Point Digital Finance, Inc.'s roles stay open a median of 30 days
Reposted
No
Salary listed
No
70% of Point Digital Finance, Inc.'s roles list one
Ghost-job risk at Point Digital Finance, Inc.
moderate
2 stale, 0 reposted of 10 open
Hiring momentum
25 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Point Digital Finance, Inc.'s own greenhouse board since 2026-08-03. Full hiring picture for Point Digital Finance, Inc..

About this role

As an Account Manager at Point, you will focus on maximizing lead-to-funding conversions by understanding homeowner needs and providing tailored financing solutions. You will manage a large pipeline using Salesforce, engage in consultative selling, and collaborate with various teams to ensure a smooth homeowner journey. Additionally, you will participate in your own growth through coaching and performance tracking while contributing to a mission-driven company.

Our read on this posting3.4out of 5
benefits
4/5
freshness
4/5
career value
4/5
role clarity
5/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Point Digital Finance, Inc. as an employer.

What you need

  • At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold
  • 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
  • Strong computer skills, attention to detail, and a proactive, problem-solving mindset
  • Excellent communication skills, adaptable to change, and a collaborative team player
  • Must be able to travel for two mandatory onsite events per year

Nice to have

  • Bachelor’s degree in Finance, Business, or a related field is preferred but not required
  • Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus
  • Familiarity with U.S. real estate or mortgage processing is helpful but not required

What you get

  • Generous health benefits including comprehensive medical, dental, and vision plans
  • Unlimited paid time off and 10 company holidays
  • Flexible remote and onsite work options
  • Fully paid parental leave with additional transition time
  • Equity opportunities
  • 401K retirement plans, guaranteed life insurance, and short- and long-term disability coverage

Worth weighing

  • Commission structure is uncapped, which may appeal to high performers but could be stressful for others
  • Must obtain MLO license within 60 days of starting, which includes a background and credit check
  • Position requires strong self-management and organization skills due to managing a large pipeline

Summarised from Point Digital Finance, Inc.'s posting. Read the full original.

Listed by Point Digital Finance, Inc. on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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