Wholesale Mortgage Account Manager
Summit Funding, Inc.
Salary
💰 $65,000 - $85,000 per year
Job Level
JuniorMid-Level
About the role
- Support senior team members in managing partner accounts and deliver customer-focused interactions.
- Schedule meetings and send recaps of key next steps to internal and external stakeholders.
- Hold stakeholders accountable for deadlines across key project workstreams.
- Assist in cross-functional project management with sales, advertising, and development teams.
- Prepare and deliver professional presentations and reports using PowerPoint.
- Manage project timelines, deliverables, and tasks using project management tools like Monday.
- Use Excel to organize data, track program performance, and create reports.
- Collect and document partner feedback to support continuous improvement of Kigo’s platform and services.
- Ensure compliance with data sharing agreements, privacy regulations, and industry standards.
- Assist in training partners and their customers on Kigo’s platform for adoption and usage.
- Contribute to creation of high-quality presentations and reports for scheduled client meetings.
- Proactively identify and address potential challenges in project execution to meet partner expectations.
Requirements
- 2-3 years of experience in large enterprise account management, customer success, or a related role, preferably in marketing technology, digital advertising, or agency sectors.
- Strong proficiency in creating business presentations that utilize data to tell compelling stories and demonstrate ROI (PowerPoint and Excel).
- Proven project management ability, with experience using tools like Monday or similar platforms.
- Exceptional attention to detail and strong organizational skills.
- Strong written and verbal communication skills, with ability to engage technical and non-technical stakeholders.
- Passion for customer satisfaction, empathy and active listening skills.
- Eagerness to learn about loyalty programs, digital advertising, and client industries.
- Ability to work collaboratively in a team environment and adapt to a fast-paced, dynamic workplace.
- Comfort with ambiguity and a proactive approach to solving problems with guidance from senior team members.
