Sales Operations & Strategy Lead

| Hybrid
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ROLE OVERVIEW

We have a great opportunity for Consulting / Investment Banking / Sales Ops professionals looking to get deep operating experience in the partnerships team of a fast-growing Series B fintech leader, backed by Andreesen Horowitz, Ribbit, Bloomberg Beta, and Greylock. Consider this role as training for future entrepreneurs, founders, and General Managers looking for more ownership, hands-on mentorship and coaching from an experienced management team with a long track record of building venture-backed companies.


RESPONSIBILITIES

  • Working directly with our team of Sales Account Managers and Sales Team Leads, you will help improve our overall Sales Efficiency as we scale the business
  • Simplify and streamline processes and remove inefficiencies from legacy processes
  • Recommend new Sales Tools that can increase Account Manager productivity
  • Analyze and report out on trends on a weekly, monthly, and quarterly cadence. Create dashboards and communicate performance trends towards achieving company-wide goals
  • Identify the key metrics that drive results, and build strategies around optimizing for these metrics
  • Be the advocate for the Sales team, and liaise with product, marketing, and finance to vet, prioritize, and implement new initiatives


ABOUT YOU 

  • You are highly analytical with the ability to build successful programs from the ground up, drawing resources from sales, product, marketing, business operations, and finance to realize your vision.
  • You are experienced in increasing revenue and improving operational processes.
  • You lead by influence -- your colleagues trust your analysis, have conviction around your recommendations, and are motivated to help you realize the goals you set for yourself and the teams you work with.
  • Data analysis is second nature to you: you use frameworks, data, and analytical tools to help structure your thinking, facilitate alignment across multiple senior stakeholders, and reach insightful, actionable conclusions to challenging and ambiguous problems.
  • You are productive and results focused, thriving on output and the realization of projects from start to finish.
  • You are passionate and excited about real estate, finance, and the opportunities that tech innovation brings to changing industries.
  • You’re someone who possesses resilience in the face of difficult blockers and finds creative ways to get the job done.
  • You bring high energy and the ability to prioritize and deliver in a fast paced environment.
  • You are eager to learn: many tasks you come across may be new to you (and us), and the excitement of growing the partnerships channel is rewarding and motivating.


QUALIFICATIONS

  • 5-7 years of experience in investment banking, management consulting, private equity or startup
  • Excellent communication skills. Ability to work well with a wide range of stakeholders
  • Ability to handle multiple projects in a structured manner within a fast-paced, hyper growth environment
  • Ability to work with cross functional groups throughout all levels within the organization and participate in the problem solving process
  • Desire to continuously improve and a positive, "can-do" approach
  • Expert with Excel and G-suite; proficiency in SQL preferred
  • Experience with CRM tools required. Salesforce experience is preferred 
  • Financial Services or Real Estate experience desired
  • Undergraduate degree in Math, Business, or similar quantitative fields


ABOUT US

Our Product

“Point provides the opportunity to stabilize your financial situation without adding costly monthly payments.” - Homeowner in Burlingame, CA

Here at Point, we’re helping homeowners unlock the equity in their homes without taking on further debt. With an investment from Point, homeowners can de-leverage and diversify their wealth, freeing them up to invest in their business, renovate and maintain their home, eliminate debt, and tackle all of life’s expenses from college tuition to medical bills. Our equity investment product is an advantageous alternative for homeowners and investors alike. When partnering with Point, investors now have access to a brand new asset class - homeowner-occupied residential real estate. Point is the first fintech product that is truly aligned with consumers’ interests - when the homeowner does well, Point and its investors do well.

Our Team

People first

As a consumer Fintech company, we embed integrity, transparency, and trust into everything we do at Point, including how we work. Whether you’re a homeowner, investor, employee, or candidate, it’s people who power our business. We keep the human experience top of mind.

Experts at work

We’re on a mission to help the 23 million equity-rich, but cash-constrained Americans tap into their home’s wealth. To do so, we have experience and expertise in all areas of the business, especially at the helm. Point’s leadership has previously founded TrialPay (acquired by Visa), Yub (acquired by Coupons.com), Metails (acquired by Buy.com), SiteAdvisor (acquired by McAfee), Affirm, SendGrid (acquired by Twilio), and TXN (acquired by Envestnet).

Championed by the best

In 2019, Point closed a $42M Series B led by Prudential Financial, DAG Ventures, and Andreessen Horowitz. We’ve received funding from Ribbit Capital, Greylock, SV Angel, and Bloomberg Beta as well.


PERKS AT POINT

Health Insurance

Point provides platinum-rated plans for medical (Anthem Blue Cross or Kaiser Permanente), dental, and vision (The Standard). We cover 99% of employee premiums and 75% of dependent premiums.

Transportation

Point participates in the Caltrain GoPass program which provides an unlimited train pass for work and personal travel. Alternatively, team members commuting by car will receive free parking in downtown Palo Alto.

Generous Vacation

Take time for yourself and your family when you want - Point has an unlimited vacation policy. 

Continued Learning

We encourage all team members to attend events hosted by our investors, external workshops and conferences. We believe in continuous improvement and want to support employees on their professional journeys.

Family Friendly

Point will top off California PFL earnings to full salary for up to eight weeks, as well as two weeks of fully paid leave to be available after exhaustion of CA PFL. An employee can take reasonable vacation time in addition to the California PFL leave.

Work From Home Stipends

With employees working remotely through September 7, 2021, Point will provide employees a $50 monthly cell phone stipend and a $50 monthly internet stipend. In addition, we will reimburse up to $150 to help you purchase supplies for your home office.

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Location

Currently with Covid, our offices are our homes, so we've got a variety of neighborhoods! Our office is centrally located off the PA Caltrain stop.

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