Account Coordinator

Onsite Expectations

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

Onsite for the first 90 days.

About the role

• Serve as a strategic point of contact, blending high-touch customer support with consultative sales to guide homeowners seamlessly through their application journey.
• Proactively manage prospect and client relationships via phone, email, and chat, balancing exceptional service with a focus on conversion and identifying growth opportunities.
• Act as a trusted financial guide, leveraging deep product knowledge to educate homeowners on value propositions and effectively resolve complex inquiries.
• Drive operational excellence in a high-volume environment by optimizing application workflows and delivering a premium, empathetic experience that fosters long-term client trust and loyalty.

Your responsibilities

• Serve as the primary first contact for homeowners, actively managing incoming inquiries via email, chat, and phone to qualify prospects and maintain a robust sales pipeline.
• Position Point’s value proposition to educate homeowners on products and benefits, proactively guiding them through the application process to accelerate conversion.
• Effectively manage the homeowner journey to drive deal velocity by:
• Prioritize rapid response times to capitalize on real-time sales opportunities and minimize prospect drop-off.
• Execute sales-focused pilot programs and strategic initiatives designed to optimize conversion rates and improve the overall customer journey.

About you

• 2+ years of experience in customer success, account management, or consultative sales, ideally within financial services or fintech.
• Proven ability to articulate value propositions and manage high-touch customer relationships in a B2C environment.
• Demonstrated success in a customer-facing role with a strong focus on conversion, client retention, and complex problem resolution.
• Proficiency in CRM software (e.g., Salesforce), G Suite, and professional communication platforms (e.g., Slack).
• Bachelor's degree in Business, Finance, or a related field.

Skills

• Consultative Communication: Clearly articulating product value while guiding customers toward informed decisions.
• Objection Handling & Closing: Proactively identifying barriers, addressing concerns with empathy and fact-based responses, and guiding prospects toward a confident decision.
• Organizational Skills: Managing time and competing priorities in a fast-paced environment to ensure opportunities are maximized.
• Problem Solving: Analyzing complex situations quickly and offering creative solutions to remove roadblocks for homeowners.
• Product knowledge: Deep understanding of offerings to accurately educate homeowners and confidently position products.
• Productivity and Motivation: Self-driven focus on performance metrics, maintaining high energy and consistency in outreach volume.
• Customer-Centric Mindset: Prioritizing client needs while maintaining professional boundaries and aligning with company objectives.
• Emotional Intelligence: Demonstrating empathy, patience, and active listening to de-escalate concerns and build genuine, long-term rapport.
• Resilience & Tenacity — Sales is a volume game with frequent rejection; "tenacity" signals you have the grit to persist until the deal is closed.
• Persuasive Communication — This frames your ability to be "personable" as a tool for influencing decisions and guiding the homeowner.