At Zippy, we provide manufactured home loans in a Zip!
Community Relationship Executive
Location
United States
Posted
22 days ago
Salary
Not specified
Job Description
Job Requirements
- Deliver process training and platform walkthroughs for new partner teams, ensuring confident adoption of Zippy’s technology and workflows.
- Coordinate collection and execution of legal amendments, financial documentation, retailer licenses, ACH information, and Power of Attorney for titling.
- Partner Lifecycle Optimization & Retention
- 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.
- Performance Tracking & CRM Management
- 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.
- Internal Collaboration & Process Improvement
- 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.
- Conference Strategy & Execution:
- Support strategic planning for industry conferences by evaluating which events to attend, coordinating sponsorships and logistics, securing and scheduling meetings, and owning the full travel and on-site agenda for the team.
- Ensure Zippy shows up organized, prepared, and maximizes every opportunity.
- Partner Portfolio Reviews
- Own and lead recurring partner portfolio, servicing, and credit reviews with key accounts, including agenda setting, preparation, and partner-facing presentation of key metrics such as delinquency, defaults, cures, roll rates, vintage trends, and overall portfolio health.
- Translate complex loan, credit, and servicing data into clear, actionable insights, facilitating discussion on the “why behind the numbers” and addressing partner questions in real time.
- Serve as the primary point of contact for assigned partner portfolios, coordinating follow-ups and action plans with internal transactions and sales teams.
- Monitor servicing activity and performance outcomes, identifying emerging risks, variances, or market-specific trends and proactively collaborating on mitigation strategies.
- Use portfolio insights to inform partner education, underwriting refinements, and operational improvements that support long-term portfolio performance.
- What You’ll Need
- 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.
- Success in This Role
- Consistently achieves partner onboarding SLAs and compliance accuracy.
- Grows Zippy’s partner network and increases funded loan volume across assigned channels.
- Builds and maintains trusted relationships with senior leaders at community operator organizations.
- Improves onboarding efficiency through scalable process enhancements.
- Delivers high partner satisfaction and retention rates through proactive, relationship-first management.
- Acts as a senior representative of Zippy’s communities business, balancing strategic engagement, operational execution, and measurable growth.
- Nice-to-Haves
- Experience developing channel playbooks, partner incentive programs, or co-marketing initiatives.
- Familiarity with legal agreements, licensing processes, and partner compliance workflows.
- Comfort working in a fast-paced startup environment where adaptability and ownership are key.
- Important Applicant Information
- While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process.
- As a participating employer, we will use E-Verify to confirm employment eligibility.
- Please note that we are currently only hiring candidates who reside in the following states:
- Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin.
- Applicants that do not reside in the bolded states will be rejected.
- Total Rewards
- At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work.
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