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Account Manager, Strategic Accounts (Mid-market) – Mortgage Technology Remote | Full-time | Base + Commission Be the trusted advisor to high-value mortgage clients. You’ll own the post-sale relationship, protect and grow revenue, and make sure clients get the full value of the technology they rely on.
What you’ll do:
  • Own the relationship for a portfolio of strategic accounts, working with executive and senior leaders
  • Build account plans that tie client goals to our solutions
  • Track account health, adoption, and satisfaction to spot risks and opportunities early
  • Lead escalations through to resolution
  • Support renewals and partner with Sales to expand accounts
  • Rally Product, Implementation, Support, and Client Success teams around client outcomes
  • Hit retention, growth, and satisfaction targets
  • What you bring 7+ years in strategic account management, customer success, or other client-facing roles
  • Strong knowledge of mortgage, mortgage servicing, lending operations, or mortgage technology
  • A track record of managing executive-level relationships and hitting retention and revenue goals 2+ years leading cross-functional teams or initiatives
  • Strong presentation, negotiation, and problem-solving skills
  • Bachelor’s degree or equivalent experience (MBA preferred)
  • Why this role
  • Real ownership of strategic relationships
  • Commission plan that rewards results
  • Remote position

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Level

Manager L7

Location

San Jose, CA

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Industry

Mortgage and Nonmortgage Loan Brokers

Posted

today

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