Account Manager

Asset 1

Addison, Texas
Posted 5 months ago
Loanbeam, now part of LoanLogics, LLC, is seeking a SaaS Customer Account Manager to join our team in support of LoanBeam’s automated income calculation products. In this role, the Customer Account Manager will directly manage customer relationships and will develop strategies to enhance relationships within assigned territories. Our team will be one of the biggest forces behind our client’s growth and achievements, working diligently to create long term relationships with financial/mortgage partners to help grow their business offerings. This is a unique opportunity to leverage your industry knowledge and to offer unparalleled client service.
Job Responsibilities
  • Onboarding/implementation of clients from new sales in a timely manner
  • Develop a transition plan that interfaces directly with the client to ensure a positive onboarding experience
  • Acts as liaison with our technical and product teams to get customers onboarded
  • Manage customer relationships and develop strategies to enhance relationships within assigned territories
  • Monitoring the performance of accounts in your book of business
  • Network with clients and identify opportunities to cultivate new client relationships
  • Work with VP, National Sales and Sales Directors to forecast monthly/annual production
  • Partner with operations staff to ensure processes are completed in a timely manner
  • Provide world-class customer service to all customers
  • Take pride and initiative at remaining up-to-speed on current company product offerings and industry trends
  • Represent the organization at local, state, and national conferences as needed
  • Ability to travel as needed up to 30%
  • Represent the organization in a professional manner at all times
Required Qualifications
  • 3-5 years of experience in mortgage, banking, or financial services supporting business to business clients
  • Previous experience in a business to business sales model required
  • Bachelor's degree in Business, Sales or related field, or equivalent experience
  • Proven success in building business relationships
  • Confident communication skills and professionalism over the phone and face to face with the ability to thrive in a true "client-facing" capacity

Job Features

Job CategorySales

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Loanbeam provides equal employment opportunity to all individuals without regard to race, religion, color, sex, age, marital status, ancestry, veteran status, disability, or national origin. Loanbeam will consider for employment all persons on an individual basis consistent with job-related criteria without regard to visible and non-visible disabilities. Equal opportunity applies to all employment practices, including recruitment, screening, hiring, compensation and training, as well as other conditions and privileges of employment.
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