Mortgage Strategic Account Manager (Full Time, Remote)

The Strategic Account Manager (SAM) plays a pivotal role in driving growth retention and strategic value creation across our most important client partnerships. Assigned to high-value accounts the SAM acts as a trusted advisor and strategic partner orchestrating internal collaboration leading client strategy development and ensuring that client objectives are met with excellence. The SAM is accountable for long-term relationship growth client satisfaction and continuous value delivery aligned with our clients evolving needs.

Responsibilities:

Compensation: $110000 to 125000 plus commission tied to Net New Revenue and client retention.

Responsibilities:

• Builds and nurtures trusted senior-level relationships with designated mortgage clients to position the company as a long-term strategic partner.
• Leads regular executive-level client engagement activities to maintain alignment on objectives opportunities and performance outcomes.
• Collaborates with internal stakeholders to shape solutions identify expansion opportunities and co-create roadmaps that drive measurable client outcomes.
• Refine growth strategies based on evolving client needs market trends and performance data.
• Serves as the primary point of contact and advocate for the client within the organization.
• Orchestrates collaboration across Business Development Mortgage Service Delivery and other internal teams to ensure cohesive execution of client initiatives.
• Owns revenue growth renewal and client retention targets as defined by the company.
• Leads the development negotiation and execution of Statements of Work Change Orders and renewal agreements to protect and grow revenue streams.
• Ensure commercial terms service levels and compliance requirements are met.
• Maintains accurate documentation of agreements and oversees timely renewals and amendments.
• Monitors and reports on account performance pipeline and financial metrics providing regular updates and forecasts.
• Champions a culture of continuous improvement by capturing client feedback identifying process enhancements and driving innovation within each account.
• Partners with Service Delivery teams to improve quality cost efficiency responsiveness and customer experience.
• Supports the evolution of our Strategic Account Management methodology through best practice sharing and contribution to organizational learning.

• Bachelors degree in business marketing or a related field plus 7years of progressive mortgage industry experience in account management client success or program leadership or a combination of education and experience.
• Proven ability to understand complex client business models develop strategic plans and execute growth initiatives.
• Exceptional communication negotiation and relationship-building skills with experience leading cross-functional teams.
• Strong data analysis problem-solving and decision-making abilities to guide strategy and deliver measurable results.
• Skilled in Microsoft Office Suite (Word Excel Outlook PowerPoint).

Preferred Qualifications:

• MBA or equivalent
• Experience with NetSuite ERP
• Experience with CRM platforms such as HubSpot or Salesforce