Account Coordinator

Location

This is a hybrid role. Our office is located at Arthaland Century Pacific Tower, 5th Avenue, BGC. Team members are expected to work onsite as required by their role, team, and business needs. Onsite schedules may vary and are subject to change.

Role Hours

The expected working hours for this position are typically from 12:00 AM to 9:00 AM. Start times may vary between 8:00 PM and 12:00 AM depending on business needs and operational requirements.

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.

✨ Hybrid Collaboration, Connected Culture: Based in the Philippines, this hybrid role offers flexibility while fostering strong connection through in-person moments, cross-functional teamwork, and a people-first culture that prioritizes collaboration, belonging, and shared success.

Onsite Expectations

This role follows a hybrid work arrangement. The expected onsite schedule is:

Onsite for the first 90 days.

About the role

• Serve as a strategic point of contact, blending high-touch customer support with consultative sales to guide homeowners seamlessly through their application journey.

• Proactively manage prospect and client relationships via phone, email, and chat, balancing exceptional service with a focus on conversion and identifying growth opportunities.

• Act as a trusted financial guide, leveraging deep product knowledge to educate homeowners on value propositions and effectively resolve complex inquiries.

• Drive operational excellence in a high-volume environment by optimizing application workflows and delivering a premium, empathetic experience that fosters long-term client trust and loyalty.

Your responsibilities

• Serve as the primary first contact for homeowners, actively managing incoming inquiries via email, chat, and phone to qualify prospects and maintain a robust sales pipeline.

• Position Point’s value proposition to educate homeowners on products and benefits, proactively guiding them through the application process to accelerate conversion.

• Effectively manage the homeowner journey to drive deal velocity by:

• Prioritize rapid response times to capitalize on real-time sales opportunities and minimize prospect drop-off.

• Execute sales-focused pilot programs and strategic initiatives designed to optimize conversion rates and improve the overall customer journey.

About you

• 2+ years of experience in customer success, account management, or consultative sales, ideally within financial services or fintech.

• Proven ability to articulate value propositions and manage high-touch customer relationships in a B2C environment.

• Demonstrated success in a customer-facing role with a strong focus on conversion, client retention, and complex problem resolution.

• Proficiency in CRM software (e.g., Salesforce), G Suite, and professional communication platforms (e.g., Slack).

• Bachelor's degree in Business, Finance, or a related field.

Skills

• Consultative Communication: Clearly articulating product value while guiding customers toward informed decisions.

• Objection Handling & Closing: Proactively identifying barriers, addressing concerns with empathy and fact-based responses, and guiding prospects toward a confident decision.

• Organizational Skills: Managing time and competing priorities in a fast-paced environment to ensure opportunities are maximized.

• Problem Solving: Analyzing complex situations quickly and offering creative solutions to remove roadblocks for homeowners.

• Product knowledge: Deep understanding of offerings to accurately educate homeowners and confidently position products.

• Productivity and Motivation: Self-driven focus on performance metrics, maintaining high energy and consistency in outreach volume.

• Customer-Centric Mindset: Prioritizing client needs while maintaining professional boundaries and aligning with company objectives.

• Emotional Intelligence: Demonstrating empathy, patience, and active listening to de-escalate concerns and build genuine, long-term rapport.

• Resilience & Tenacity

  — Sales is a volume game with frequent rejection; "tenacity" signals you have the grit to persist until the deal is closed.

• Persuasive Communication

  — This frames your ability to be "personable" as a tool for influencing decisions and guiding the homeowner.

Our benefits

• Competitive Pay: Market-leading salary with regular reviews and comprehensive health insurance for you and your dependents.

• Career Advancement: Structured development programs, certifications, promotion tracks, and access to an educational reimbursement program to support your career growth.

• Work-Life Balance: 18 holidays and hybrid work options in a supportive environment.

• Support for Your Work: Get set up for success with company provided Mac equipment and monitor, and a one-time home office reimbursement to create a productive workspace.

• Global Experience: Collaborate with an international team and learn from global practices.

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