Mortgage Strategic Account Manager

This is a fully remote position, open to applicants in Utah.

📋 Description

• The Strategic Account Manager (SAM) is instrumental in fostering growth, client retention, and creating strategic value across our key client partnerships.

• Designated to high-value accounts, the SAM serves as a trusted advisor and strategic partner, facilitating internal collaboration, guiding client strategy development, and ensuring that client goals are achieved with excellence.

• The SAM is responsible for nurturing long-term relationship growth, ensuring client satisfaction, and consistently delivering value in alignment with our clients’ evolving requirements.

• Establishes and cultivates trusted, senior-level relationships with assigned mortgage clients, positioning the company as a long-term strategic ally.

• Conducts regular executive-level client engagement activities to maintain alignment on objectives, uncover opportunities, and assess performance outcomes.

• Collaborates with internal stakeholders to formulate solutions, identify expansion opportunities, and co-create roadmaps that yield measurable client outcomes.

• Refines growth strategies based on shifting client needs, market dynamics, and performance analytics.

• Acts as the primary point of contact and advocate for the client within the organization.

• Facilitates collaboration across Business Development, Mortgage Service Delivery, and other internal teams to ensure seamless execution of client initiatives.

• Oversees revenue growth, contract renewals, and client retention targets as stipulated by the company.

• Directs the development, negotiation, and execution of Statements of Work, Change Orders, and renewal agreements to safeguard and enhance revenue streams.

• Ensures compliance with commercial terms, service levels, and various requirements.

• Maintains precise documentation of agreements and supervises timely renewals and amendments.

• Monitors and reports on account performance, pipeline, and financial metrics, providing regular updates and forecasts.

• Advocates for a culture of continuous improvement by gathering client feedback, identifying process enhancements, and driving innovation within each account.

• Collaborates with Service Delivery teams to enhance quality, cost efficiency, responsiveness, and overall customer experience.

• Aids in the advancement of our Strategic Account Management methodology through sharing best practices and contributing to organizational learning.

⛳️ Requirements

• A Bachelor’s degree in business, marketing, or a related field, combined with 7+ years of progressive experience in the mortgage industry, specifically in account management, client success, or program leadership, or an equivalent mix of education and experience.

• Demonstrated ability to comprehend intricate client business models, formulate strategic plans, and implement growth initiatives successfully.

• Outstanding communication, negotiation, and relationship-building skills, with a background in leading cross-functional teams.

• Strong analytical capabilities, problem-solving skills, and decision-making abilities to steer strategy and deliver quantifiable results.

• Proficient in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits.

• Opportunities for professional growth and development.

• Flexible work arrangements and a supportive work environment.