---
title: 'Account Manager at Point Digital Finance, Inc.'
canonical: 'https://feeny.ai/job/account-manager-point-digital-finance-inc-united-states-y811pbwqeykb'
type: 'job'
last_seen: '2026-09-09'
---

# Account Manager at Point Digital Finance, Inc.

- **Company:** Point Digital Finance, Inc.
- **Location:** United States
- **Posted:** 2026-08-18
- **Last confirmed live:** 2026-09-09
- **Apply:** https://point.com/hiring?gh_jid=8728320002

## Job description

## About Point

✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.

✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we’re scaling fast! You have the opportunity to join us at a pivotal stage.

✨ Game-changing Product: We're building a category defining company in home equity. We’ve earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 20,000+ customers.

✨ Great Place to Work: Our employees love working here! We are a [Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area](https://www.greatplacetowork.com/certified-company/7037273).

✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.

Local or 100% Remote

## What You’ll Do

- Maximize lead-to-funding conversion: By understanding our prospects and their dynamic needs to leverage homeownership and our timely solutions, the overarching goal for reps is to maximize conversion from marketing qualified lead to funding while always delivering an excellent homeowner experience.

- Own a large, warm pipeline: Balance speed with intentionality as you manage a large pipeline of leads. Leverage Salesforce to segment and prioritize work based on deal readiness, engagement, and qualification criteria. This role’s success hinges on rapidly moving homeowners to next steps in the process while protecting pipeline discipline and high quality documentation.

- Convert with consultative selling: Run high‑volume call blocks, uncover homeowners’ goals with empathy, and tailor financing options. Clearly set expectations and confidently drive towards funding decisions.

- Drive your own growth: Play an active participant to role-plays, call reviews, coaching, and improving conversion metrics and KPIs.  Plan out your day, track performance, test new tactics, and iterate for performance based on results.

- Collaborate across teams: Work with Operations, Underwriting, and Customer Success to ensure a smooth, compliant homeowner journey. Share feedback from the front line to refine sales effectiveness and process improvements.

## Why Top Performers Choose Point

- Earning potential: Your ambition drives your income. Earnings scale directly with activity, consistency, and the overall efficiency of pipeline execution.

- Market qualified lead volume & quality: You can optimize and master outbound and inbound sales efforts for prospects who have are already in the sales funnel.

- Equity + ownership: You share in our mission and our future: Make homeownership more valuable and accessible.

- Purposeful work: This isn’t transactional selling. You’re effectively helping 100s of homeowners each year to improve their lives and financial outcomes.

- Real recognition: We publicly celebrate performance and provide meaningful advancement opportunities.

- World-class support: Weekly coaching, clear metrics, and strong leadership that help you win.

## Who You Are

- Top-tier performer: You don’t just hit your quota, but it’s your professional goal to exceed it consistently. "Every goal reached becomes the launchpad for a new benchmark."

- Mission-aligned: You believe in our product’s impact and truly want to guide qualified homeowners to make well-informed, opportune, and future-oriented decisions.

- Curious and coachable: You absorb feedback, experiment, and continuously improve.

- Highly organized: You thrive when creating structure to manage large pipelines and maintain thoughtful, timely follow-up with prospects across multiple stages of the funnel.

- Empathetic communicator: You ask thoughtful questions, really listen, and translate complex financial concepts into clear, compelling conversations.

- Adaptable & resilient: Processes, underwriting policies, and scripts evolve quickly. You are someone who intentional to embrace and implement timely change, has an insatiable appetite for learning, and finds resiliency through a consistent practice of reflection and accountability for your own self-improvement.

## Qualifications

- At least 1 year of phone sales experience in financial services or a related field, including closing experience on the product sold.

- Experience managing a customer pipeline and driving deals to close.

- Ability to register as a Mortgage Loan Originator (MLO) in the NMLS shortly after hire; multi-state licensing may be required.

- Bachelor’s degree in Finance, Business, or a related field is preferred but not required.

- Comfortable using G Suite tools (Gmail, Calendar, etc.); CRM experience (like Salesforce) is a plus.

- Familiarity with U.S. real estate or mortgage processing is helpful but not required.

- Strong computer skills, attention to detail, and a proactive, problem-solving mindset.

- Excellent communication skills, adaptable to change, and a collaborative team player.

- Must be able to travel for two mandatory onsite events per year.

- Must have a home office and be able to operate in a space without outside distraction.

- This position requires that you obtain and maintain a Mortgage Loan Originator (MLO) license under the terms of the SAFE Act and Regulation Z. You must secure this license within 60 days of your start date and keep it in good standing throughout your employment. As part of the licensing process, you will be subject to the required NMLS registration, which includes a criminal background and credit check. Point will cover all costs associated with obtaining your MLO license. Employment in this role is contingent upon meeting and maintaining these licensing requirements.

Point has detailed the expected annual base salary and OTE for this role:

- All US metro areas | $60,000 base (this is a non-exempt role with overtime eligibility)

- Additionally, this position offers uncapped commission, meaning your earnings potential is directly tied to your performance.

- For those meeting their targets, the expected On-Target Earnings (OTE) is approximately $90,000 in the first year. However, since commission is uncapped, top performers can earn well above OTE.

- To support new hires during their ramp-up period, we provide a $1,500 monthly commission guarantee for the first 3 months. Most Account Managers ramp up within 3–4 months, and from there, commissions typically increase as they gain experience and confidence in the sales process.

This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation.

Location Requirement: This is a remote position. However, candidates must reside in one of Point’s states of operation: AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI. Our benefits

- Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).

- Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.

- Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.

- Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2–3 days per week while receiving full base pay.

- Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.

- Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.

- Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, a one-time home office reimbursement, and company provided equipment including a MacBook and monitor.

Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

[California Consumer Privacy Act Notice](https://point.com/cpra-hr-applicant-privacy-notice)

## About Point Digital Finance, Inc.

## Company Overview
- **One-liner**: Point is a fintech platform that helps homeowners unlock their home equity through a Home Equity Investment (HEI) with no monthly payments or a HELOC, enabling them to access cash without taking on traditional debt.
- **Entity Type**: Private (Series C)
- **Headquarters**: Palo Alto, California, USA
- **Founded**: 2014
- **Founders**: Eddie Lim, Eoin Matthews, Alex Rampell

## Core Business
- Primary industry/industries: Financial Technology (Fintech), Home Equity Lending, Real Estate Technology
- Target customers: B2C — U.S. homeowners who need access to home equity but want to avoid monthly payments or have non-traditional income (e.g., self-employed, retirees).
- Mission or purpose statement: "Making homeownership more valuable and accessible for everyone."

## Products & Services
- **Home Equity Investment (HEI)**: A lump-sum cash payment (up to $600k) in exchange for a share of the home’s future appreciation. No monthly payments, no income requirements, and a minimum credit score of 500. Repayment is due at the end of a 30-year term or upon sale/refinance.
- **Home Equity Line of Credit (HELOC)**: A revolving line of credit (up to $750k) secured by the home. Borrowers pay interest only on the amount drawn. Requires a 680+ credit score. Funds can be accessed in as little as 5 days.

## Market Standing
- **Valuation/Market Cap**: Not publicly disclosed (private company).
- **Key Metric**: Total funding — Over $175M raised (Series C led by WestCap in 2022).
- **Notable Investors/Partners**: WestCap, Andreessen Horowitz, Prudential Financial, DAG Ventures, Redwood Trust, Nomura.
- **Growth Signals**: 
  - Surpassed $2.5 billion in total Home Equity Investment originations (2026).
  - Helped over 25,000 homeowners.
  - Completed the industry’s first securitization backed entirely by HEIs.
  - Expanded team to over 300 employees.
  - DBRS Morningstar created a rating methodology for HEIs, signaling institutional adoption of the asset class.

## Competitive Advantages
- **First-mover in HEI securitization**: Point and Redwood Trust completed the first rated HEI securitization, opening the asset class to institutional investors.
- **No monthly payments product**: The HEI is a unique alternative to a HELOC or cash-out refinance, appealing to homeowners who want to avoid adding a monthly bill.
- **Flexible credit requirements**: HEI requires only a 500+ credit score and no income verification, widening the addressable market.
- **Strong investor backing**: Backed by top-tier VCs (a16z, WestCap) and insurance giants (Prudential), giving it deep capital reserves and credibility.

## Strategic Focus
- **Scaling originations**: Continuing to grow the number of homeowners served and total equity unlocked.
- **Expanding institutional capital**: Deepening relationships with investors via securitizations and new capital commitments.
- **Geographic expansion**: Entering new states across the U.S.
- **Product innovation**: Refining the HEI and HELOC offerings and potentially adding adjacent home equity products.

## Why Work Here
- **Culture**: Rated a "Great Place to Work" (2026 certification). 95% of employees say it’s a great place to work. 99% say executives embody the company's best characteristics. Named #36 on Fortune’s Best Workplaces in the Bay Area™ 2025 (Small and Medium category). Voted #1 small company to work for in the Bay Area by Built In SF (2022).
- **Remote/hybrid policy**: Remote-first company with a downtown Palo Alto HQ. Employees work from 27 states and Washington D.C.
- **Benefits**:
  - Competitive compensation with equity options.
  - 95% of medical, dental, and vision premiums covered (70% for dependents).
  - 100% coverage for life insurance and short-term/long-term disability.
  - Unlimited paid time off + 10 paid holidays.
  - Fully paid parental leave (with 4 weeks of part-time transition back to work at full pay).
  - $50/month cell phone stipend, $50/month internet stipend, $150 home office reimbursement.
  - 401(k) retirement plan.
- **Diversity**: 49% of employees are women (14% more than industry average). 56% have dependents.
- **Engineering culture**: Described as a fast-growing startup where employees are "empowered to make an impact on the future of the company and the lives of customers."

## Sources
1. [point.com/about](https://point.com/about)
2. [point.com/](https://point.com/)
3. [point.com/careers](https://point.com/careers)
4. [cbinsights.com](https://www.cbinsights.com/company/point-digital-finance)
5. [dfpi.ca.gov](https://dfpi.ca.gov/wp-content/uploads/2025/01/4.-Point-Digital-Finance-Inc.pdf)

## Other roles at Point Digital Finance, Inc.

- [Sales Manager](https://feeny.ai/job/sales-manager-point-digital-finance-inc-united-states-17gt3rqfta35) — United States
- [Home Equity Closer](https://feeny.ai/job/home-equity-closer-point-digital-finance-inc-united-states-6n0n294hyc4t) — United States
- [Senior Security Operations Analyst (Detection & Response)](https://feeny.ai/job/senior-security-operations-analyst-detection-response-point-digital-finance-inc-85q5tdz55p64) — San Francisco California, United States
- [Senior Analyst, Marketing Analytics](https://feeny.ai/job/senior-analyst-marketing-analytics-point-digital-finance-inc-united-states-tpa464fgswbw) — United States
- [Senior Security Operations Analyst (Detection & Response)](https://feeny.ai/job/senior-security-operations-analyst-detection-response-point-digital-finance-inc-3tbp9fk5x7v9) — United States
- [Lead SDET](https://feeny.ai/job/lead-sdet-point-digital-finance-inc-united-states-4x7y3h8nvac8) — United States
- [Senior HR Generalist](https://feeny.ai/job/senior-hr-generalist-point-digital-finance-inc-united-states-qzkar3k969pb) — United States
- [Institutional Fundraising Lead](https://feeny.ai/job/institutional-fundraising-lead-point-digital-finance-inc-united-states-q5ejcya0jrdt) — United States
- [Account Manager (Inside Sales)](https://feeny.ai/job/account-manager-inside-sales-point-digital-finance-inc-las-vegas-37jvq3bjap73) — Las Vegas, NV
- [Account Manager](https://feeny.ai/job/account-manager-airbnb-london-ya1yzjy7wzw4) — London, United Kingdom