• Own the full revenue metrics and market share position of your assigned portfolio. • Drive measurable growth in applications, funded loans, and average loan size. • Identify, quantify, and execute against performance gaps and revenue opportunities within each account. • Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. • Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. • Serve as the primary relationship owner and trusted advisor for assigned clients. • Build strong, credible relationships with operators and key stakeholders. • Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. • Lead proactive growth conversations rather than reactive support interactions. • Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts. • Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. • Develop and execute strategic account plans aligned to each partner’s opportunity. • Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). • Drive operational discipline to improve pull-through, speed, and borrower experience. • Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. • Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. • Maintain accurate, actionable account and contact data in Salesforce. • Use data to inform strategic decisions and prioritize time allocation. • Represent client insights internally while protecting Zippy’s commercial interests. • Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. • Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. • Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. • Serve as a trusted expert for both clients and internal stakeholders. • Continuously seek learning to strengthen commercial and operational effectiveness.