The Strategic Account Manager will drive growth through client partnerships, enhance relationships, and contribute to team objectives by collaborating with cross-functional teams, leading business reviews, and addressing client needs in the mortgage technology sector.
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 senior-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:
- Drive growth by identifying and implementing strategic cross-sell and upsell opportunities, strengthening existing client partnerships and maximizing revenue potential.
- Cultivate and maintain strong executive-level relationships with strategic clients, positioning the company as an indispensable, trusted advisor.
- Develop and deliver tailored, proactive responses to client inquiries, ensuring high satisfaction and fostering long-term retention.
- Contribute to team objectives through close collaboration with cross-functional teams, leveraging insights to support shared success.
- Provide structured guidance and timelines on critical, client-facing initiatives, particularly for top-priority accounts, ensuring project success.
- Lead regular business reviews with key stakeholders to evaluate performance, align on strategic objectives, and uncover growth opportunities.
- Stay attuned to evolving client needs and market trends, driving continuous engagement and value creation.
- Highly organized, detail-focused, and adept at multitasking, with an ability to prioritize and respond to client demands in a dynamic setting.
- Team-oriented and collaborative, with a strong willingness to partner closely with product management and internal stakeholders to enhance client outcomes.
What You Have:
- At least 8 years of experience in Account Management and meeting and/or exceeding quota in the position
- Proven ability to cross sell multiple products and experience selling at a B2B software company that is more a platform than point solution
- Understanding of mortgage is strongly preferred
- Past experience in Enterprise Saas sales
- Excellent written and verbal communication skills
- Strong interest in learning about Fintech
- An entrepreneurial attitude with a strong desire to be an early and integral piece of a fast growing start-up
- An eagerness, willingness and ability to learn about mortgage capital markets and Polly’s software offerings
- Passionate about customer support and about the role it plays in making a customer-centric team successful
- Highly motivated, resilient and a tenacious passion for winning
- Ability to communicate technical problems in a elegant and tactful way
- Empathy, diplomacy, tact, and poise under pressure when working through customer issues
Why Join Polly?
- High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer.
- Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo.
- Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills.
- Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas and San Francisco (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork.
Employee Benefits:
- Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions.
- Comprehensive Health Coverage: Employees enjoy 100% company-paid medical, vision, dental, disability, and life insurance, granting peace of mind.
- Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy—because we trust you to balance work and life.
- Remote OR Hybrid Environment: This role can be remote (US only) or work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas and San Francisco.
Interview Process:
- Recruiting Screen - 30 minute 1:1 with a Polly Talent Team Member
- Initial Team Round - 30 minute 1:1 with the hiring manager
- Assessment - Take Home Assessment + 45 min Assessment Presentation
- Virtual Onsite [4]- 30 to 45 minute Peer, Cross Functional Team Members, and/or Executive Rounds
Let's get to know each other.
Polly has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable product, pricing, and eligibility (PPE) engine and first-of-its-kind Polly/™ AI platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth.
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 the Polly brand or our 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 [email protected]. We care deeply about this network and your experience.
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