Wholesale Mortgage Account Manager
Summit Funding, Inc.
Account Manager
Ivy Energy
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage client relationships. Serve as the main point of contact for clients, ensuring their needs are met and addressing any issues that arise.
- Collaborate with internal teams to meet client needs.
- Maintain account records. Keep detailed records of client interactions, project progress, and account updates.
- Identify growth opportunities. Spot opportunities for upselling or cross-selling services to existing clients, adding value to their accounts.
- Collaborate with internal teams. Work with sales, marketing, and product teams to ensure that client expectations are met and deliverables are aligned with client goals.
- Monitor performance and reporting. Track account performance metrics, report on key outcomes, and suggest areas for improvement.
Requirements
- Proven experience as an account manager or in a similar client-facing role.
- 3+ years of experience in account management, sales, or customer service.
- Strong understanding of client relationship management, sales, and business development.
- Excellent communication and organizational skills.
- Ability to manage multiple client accounts and prioritize tasks.
- Must be able to work independently, take initiative and be resourceful with minimal supervision.
- Proficiency in Salesforce, ClickUp or Odoo a plus
- A degree in business administration, marketing, or a related field is preferred.
- Strong collaboration and interpersonal skills
- Strong negotiation abilities, with the ability to apply logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Strong written and spoken communication
- Strategic Thinking
- Analytical Skills
- Sales and business development skills
- Experience in the real estate and/or solar energy industry a plus.
- Familiarity with project management tools and processes.
