Head of Account Management
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
15 hours ago
Vacancies:
1 Vacancy
Job Summary
Who You Are:
You are a strategic outcomes oriented leader who excels at driving account growth and cultivating exceptional customer relationships. As a true player coach you lead from the front balancing hands-on ownership of key accounts with the ability to mentor elevate and inspire a high performing team. You thrive in fast paced high growth environments and know how to build structure where it doesnt yet exist. You bring a strong SaaS background a customer centric mindset and a passion for creating scalable repeatable processes that deliver measurable value. You are energized by the opportunity to help shape the future of mortgage technology and build a best in class Account Management function.
Does this sound like you If so apply today & lets start the conversation!
What Youll Do:
- Lead and coach Pollys Account Management function serving as both a hands-on account owner and player/coach to one direct report. Youll set the standard for excellence in commercial relationship management while actively managing a portfolio of key accounts.
- Drive account expansion and commercial growth identifying and executing on cross-sell and upsell opportunities in close partnership with the Customer Success team who lead renewals.
- Define and operationalize the Account Management charter establishing clear goals metrics and scalable playbooks that balance customer value with business impact.
- Develop and execute strategic account plans to strengthen executive alignment expand product adoption and position Polly as a long-term strategic partner.
- Cultivate deep multi-threaded relationships across customer organizations ensuring Polly is seen as a trusted advisor and embedded in clients strategic initiatives.
- Collaborate cross-functionally with Customer Success Product and Revenue Operations to deliver a cohesive customer experience and align on growth opportunities.
- Continuously improve systems processes and insights to increase visibility efficiency and effectiveness of commercial account management activities.
What You Have:
- 8 years of experience in Account Management Customer Success or Revenue-focused roles within a SaaS or technology company with proven success owning and growing complex customer portfolios.
- Commercial Acumen: Demonstrated success driving expansion cross-sell and strategic growth within existing customer accounts in close partnership with Customer Success and Revenue Operations.
- Scaling Experience: Proven track record of leading account management or customer-facing teams through major growth phases (e.g. ARR growth from $10M $50M $100M) while expanding the customer base and deepening account penetration.
- High-Growth / Start-Up Familiarity: Hands-on operator who thrives in dynamic high-growth SaaS environments and can balance strategic thinking with tactical execution.
- Relationship Builder: Deep experience engaging with senior executives at enterprise customers developing trusted partnerships that translate into measurable business outcomes.
- Data-Driven Operator: Skilled at using data to prioritize opportunities forecast expansion potential and evaluate account health; comfortable building reporting rhythms and metrics that drive accountability.
- Player/Coach Leadership: Demonstrated ability to lead and develop talent while personally managing key accounts; capable of scaling a function and setting the standard for commercial excellence.
- Systems Thinker: Experience implementing scalable processes playbooks and tools to improve efficiency and consistency in account management; familiarity with CRM and revenue systems like Salesforce.
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 doesnt just workthey contribute to our overarching mission. Individual impact is highly visible and everyones 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-Fort Worth 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 Pollys flexible non-accrued vacation policybecause 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-Fort Worth 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
- Secondary Team Round 2 - 30 minute 1:1 with Peer or Cross Functional Team Members
- Assessment - Take Home Assessment Assessment Presentation
- Post Assessment Rounds 2- 30 to 45 minute Peer Cross Functional Team Members and/or Executive Rounds
Lets get to know each other.
Pollyhas pioneered the next generation of mortgage capital markets technology with its cutting-edge data-driven platform. Its enterprise-grade solutions including the industrys only cloud-native commercially scalableproduct pricing and eligibility (PPE) engineand first-of-its-kindPolly/ AIplatform empower the nations 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 Americas Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation Employee Satisfaction and Company Growth.
To learn morefollow Polly on LinkedInor visit. 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 atemailprotected. We care deeply about this network and your experience.
Required Experience:
Director
Key Skills
- Marketing & Promotions
- Attorney At Law
- Jni
- Airlines
- Art
About Company
Polly operates the industry's only vertically integrated capital markets solution with a patent-pending Product and Pricing Engine, Loan Trading Exchange, and actionable data and analytics.
