Wholesale Mortgage Account Manager
Summit Funding, Inc.
Account Manager, Enterprise
Docebo
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Develop and execute growth plans for your book of business.
- Lead processes to expand or modify customer usage of Docebo.
- Identify and penetrate into new use cases within client portfolios to expand Docebo's footprint.
- Use empathy, curiosity, and innovative thinking to understand and meet customer needs.
- Establish and maintain strong relationships with clients, understanding their business initiatives and goals, and be able to develop a point of view from an outside in perspective.
- Interact with senior executives in accounts to both build rapport, develop long term relationships and understand their key business and learning strategies.
- Work collaboratively with CSMs and other Docebo resources to ensure clients have the necessary tools and solutions to achieve their objectives.
- Use a consultative approach to refine and optimize customer use of the platform, leveraging new features and capabilities.
- Ensure all account-related data is current and accurately reflects the status of each account.
- Analyze data to drive strategic conversations and objectives with clients.
- Use data and AI to help develop messaging & demonstrate the strategic value a customer is achieving or can achieve with their current or future offering you are presenting.
- Increase customer satisfaction, loyalty, and retention by creating positive customer experiences that drives customer growth.
- Achieve and exceed sales and retention targets consistently.
Requirements
- Excellent organizational skills, with the ability to keep pipelines updated and organized.
- Strong communication and rapport-building skills, capable of leveraging technology for remote interactions.
- Agile and flexible, with the ability to problem-solve and adapt quickly.
- Ability to deal with senior executives on complex business issues.
- Impeccable negotiation skills and a consultative approach to client interactions.
- Ability to analyze data and make sound, timely decisions.
