Own new business development across Zippy’s community channel
identifying, engaging, and contracting new partners while expanding existing relationships through additional community activations.
Serve as the senior relationship owner for key community operators, driving strategic alignment, revenue expansion, and long-term partnership success.
Collaborate with leadership to define, execute, and scale partner growth strategies within assigned markets or portfolios.
Lead strategic business reviews and performance planning sessions with enterprise partners to ensure alignment on mutual goals and growth initiatives.
Analyze performance data to identify trends, barriers, and opportunities that increase loan applications and funded volume.
Manage the complete onboarding workflow for new partners and communities, ensuring accuracy, compliance, and timely activation.
Coordinate collection and execution of legal amendments, financial documentation, retailer licenses, ACH information, and Power of Attorney for titling.
Partner with Risk, Accounting, and Operations to ensure all onboarding requirements meet state and regulatory standards.
Deliver process training and platform walkthroughs for new partner teams, ensuring confident adoption of Zippy’s technology and workflows.
Own the partner lifecycle from onboarding through adoption and optimization, ensuring continued engagement, performance, and satisfaction.
Collaborate with Product Marketing and Originations Sales to activate partners through co-marketing initiatives, events, and educational content.
Track partner satisfaction, identify risks, and develop retention strategies to ensure long-term success and origination process alignment.
Drive engagement with Zippy’s digital tools to increase efficiency and consistency across the partner network.
Track and analyze partner performance through Salesforce and internal dashboards, reporting key metrics such as market share, application volume, and funded loans.
Maintain complete, accurate partner and community data within CRM systems.
Provide regular insights and recommendations to leadership to guide forecasting, resource allocation, and strategic decisions.
Collaborate with all departments at Zippy servicing as the voice and advocate for community partners to streamline partner onboarding, enhance workflows, and reduce friction.
Contribute to the design and optimization of scalable onboarding processes, leveraging automation, templates, and CRM enhancements.
Provide structured feedback to Product, Engineering, and Operations to inform technology improvements and strengthen the partner experience.
Requirements
5+ years of proven experience in channel development, business development, or enterprise account management, ideally within fintech, mortgage, or SaaS.
Demonstrated ability to manage both new business acquisition and senior-level partner relationships.
Strong operational and compliance understanding, with the ability to manage documentation-heavy onboarding processes.
Track record of driving measurable revenue growth through strategic relationship management and expansion.
Excellent project management and organizational skills; able to manage multiple priorities with precision.
Analytical mindset with proficiency in Salesforce or other CRM systems for tracking partner data and performance.
Exceptional communication, negotiation, and problem-solving skills; comfortable influencing across teams and at the executive level.
Background in mortgage lending, financial services, or manufactured housing is a strong plus.
Tech-forward and resourceful with a “figure it out” mentality and passion for continuous improvement.
Benefits
Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience.
Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy.
Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment.
Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family.
Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses.
Training & Licensing Support: We invest in your professional growth with resources for training and licensing.
Paid Time Off: We offer generous PTO—and we encourage you to use it!
Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs.
Parental Leave: We provide paid parental leave to support you and your growing family.
No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge.
Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more.
Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us.