Wholesale Mortgage Account Manager
Summit Funding, Inc.
Job Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Manage a portfolio of enterprise and managed accounts, building strong, multi-level relationships
- Act as a trusted advisor by aligning Atera’s value to customer goals and business needs
- Identify and execute on growth opportunities through upsell and cross-sell (e.g. Autopilot, Copilot)
- Lead QBRs and strategic planning to drive customer alignment and retention
- Collaborate cross-functionally with Sales, Customer Success, Product, and Support to share insights and influence product and customer strategy
- Monitor account health, proactively mitigating risk and driving satisfaction
- Help build scalable processes and playbooks to support revenue growth
Requirements
- 4+ years in a quota-carrying position such as Account Management, Expansion, or Account Executive within B2B SaaS (IT or tech-related industries a plus)
- Proven success in growing existing customer relationships, consistently hitting expansion and retention targets
- Skilled in contract negotiations, expansion discussions, and renewal management
- Proficient with Salesforce and familiar with tools like Gong
- Strong commercial instincts: understanding customer needs, identifying opportunities, and creating win-win solutions
- Strong customer-facing and presentation skills with the ability to establish credibility and strong relationships with customers
- Excellent communicator: clear, empathetic, and persuasive across multiple mediums
- Bonus: Analytical skills using tools like Excel, Looker, or Tableau
- Bonus: Experience working with IT service providers, MSPs, or technical buyers
- Bonus: Success in a high-growth, scale-up SaaS environment
- Bonus: Multilingual skills for engaging a global customer base
