Wholesale Mortgage Account Manager
Summit Funding, Inc.
Key Account Manager
Marqeta
full-time
Posted on:
Location: California • 🇺🇸 United States
Visit company websiteJob Level
SeniorLead
About the role
- Partner with a cross functional team and manage one of our global strategic accounts.
- Provide exceptional client service, uncover revenue generating opportunities and workable solutions to customers.
- Persistently explore and uncover the business needs of customers to understand how product offerings can grow their business.
- Model, plan, and monitor a path to growth based on the right data.
- Support cross-functional efforts and connect people and ideas to drive innovation.
- Chart a path to ambitious growth targets and hit them.
- Create and execute strategic account plans and lead business reviews.
- Negotiate contracts, pricing models and renewals.
- Lead presentations, panel presentations, and act as a trusted partner leading with insights.
Requirements
- 10+ years of experience in Account Management with a minimum of 5 years Global Enterprise AM experience.
- Proven experience growing and scaling strategic accounts and building multi stakeholder relationships.
- Familiarity and first-hand knowledge in fintech, banking or payments.
- Strong communication skills (interpersonal, verbal, presentation written, email) and track record of creating and executing strategic account plans.
- Demonstrated ability to influence others in a matrix environment, gaining buy-in at multiple levels across the organization.
- Positive attitude, team player, adaptable, resourceful, and self-starter who is able to lead team independently.
- Strong grasp of industry trends and competitive landscape.
- Hands on experience in negotiating contracts, pricing models and renewals.
- Proven track record of cross selling and upselling and ability to identify new revenue streams based on customer needs.
- Experience leading business reviews and using data driven strategies to make informed decisions.
- Nice-To-Haves: Card Issuing and Processing experience, BNPL or Expense Management, Supplier Payments.
- Role can be performed remotely anywhere within the United States or from our Oakland office.
