Mortgage Strategic Account Manager

MetaSource

Strategic Account Manager responsible for high-value mortgage client partnerships and driving growth initiatives. Leading client strategy and collaboration across internal teams in a fully remote capacity.

Posted 7/17/2026full-timeRemote • Utah • 🇺🇸 United StatesSeniorLead💰 $110,000 - $125,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Strategic Account Management, focusing on client relationship growth, retention, and satisfaction while driving measurable outcomes through collaboration and strategic planning.

Highest-signal resume keywords

Strategic Account ManagementClient Relationship BuildingData AnalysisNegotiation SkillsCross-Functional Team Leadership

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account ManagementClient SuccessProgram LeadershipStrategic PlanningGrowth Initiatives

Soft Skills

Communication SkillsProblem-SolvingDecision-MakingRelationship-Building

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Mortgage IndustryClient EngagementRevenue GrowthService DeliveryCompliance Requirements

About the role

Key responsibilities & impact

The Strategic Account Manager (SAM) plays a pivotal role in driving growth, retention, and strategic value creation across our most important client partnerships.
Assigned to high-value accounts, the SAM acts as a trusted advisor and strategic partner — orchestrating internal collaboration, leading client strategy development, and ensuring that client objectives are met with excellence.
The SAM is accountable for long-term relationship growth, client satisfaction, and continuous value delivery aligned with our clients’ evolving needs.
Builds and nurtures trusted, senior-level relationships with designated mortgage clients to position the company as a long-term strategic partner.
Leads regular executive-level client engagement activities to maintain alignment on objectives, opportunities, and performance outcomes.
Collaborates with internal stakeholders to shape solutions, identify expansion opportunities, and co-create roadmaps that drive measurable client outcomes.
Refine growth strategies based on evolving client needs, market trends, and performance data.
Serves as the primary point of contact and advocate for the client within the organization.
Orchestrates collaboration across Business Development, Mortgage Service Delivery, and other internal teams to ensure cohesive execution of client initiatives.
Owns revenue growth, renewal, and client retention targets as defined by the company.
Leads the development, negotiation, and execution of Statements of Work, Change Orders, and renewal agreements to protect and grow revenue streams.
Ensure commercial terms, service levels, and compliance requirements are met.
Maintains accurate documentation of agreements and oversees timely renewals and amendments.
Monitors and reports on account performance, pipeline, and financial metrics, providing regular updates and forecasts.
Champions a culture of continuous improvement by capturing client feedback, identifying process enhancements, and driving innovation within each account.
Partners with Service Delivery teams to improve quality, cost efficiency, responsiveness, and customer experience.
Supports the evolution of our Strategic Account Management methodology through best practice sharing and contribution to organizational learning.

Requirements

What you’ll need

Bachelor’s degree in business, marketing, or a related field plus 7+ years of progressive mortgage industry experience in account management, client success, or program leadership or a combination of education and experience.
Proven ability to understand complex client business models, develop strategic plans, and execute growth initiatives.
Exceptional communication, negotiation, and relationship-building skills with experience leading cross-functional teams.
Strong data analysis, problem-solving, and decision-making abilities to guide strategy and deliver measurable results.
Skilled in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account MetaSource Website LinkedIn All Job Openings 501 - 1000 employees ☁️ SaaS 💸 Finance 🏛️ Government SaaS
Finance
Government MetaSource is a digital transformation company specializing in intelligent document processing (IDP) and AI-driven process management. The company offers a range of services designed to automate and streamline business processes, including digital mailrooms, document management, compliance services, and business process automation solutions. With over 30 years of experience, MetaSource serves a variety of industries including financial services, government, healthcare, and transportation. Its solutions help organizations reduce manual tasks, improve efficiency, and achieve regulatory compliance, making business operations more efficient and cost-effective. Mortgage Strategic Account Manager 🔥 30 minutes ago ⛷️ Utah – Remote 💵 $110k - $125k / year ⏰ Full Time 🟠 Senior 🔴 Lead 💰 Account Manager Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
The Strategic Account Manager (SAM) plays a pivotal role in driving growth, retention, and strategic value creation across our most important client partnerships.
Assigned to high-value accounts, the SAM acts as a trusted advisor and strategic partner — orchestrating internal collaboration, leading client strategy development, and ensuring that client objectives are met with excellence.
The SAM is accountable for long-term relationship growth, client satisfaction, and continuous value delivery aligned with our clients’ evolving needs.
Builds and nurtures trusted, senior-level relationships with designated mortgage clients to position the company as a long-term strategic partner.
Leads regular executive-level client engagement activities to maintain alignment on objectives, opportunities, and performance outcomes.
Collaborates with internal stakeholders to shape solutions, identify expansion opportunities, and co-create roadmaps that drive measurable client outcomes.
Refine growth strategies based on evolving client needs, market trends, and performance data.
Serves as the primary point of contact and advocate for the client within the organization.
Orchestrates collaboration across Business Development, Mortgage Service Delivery, and other internal teams to ensure cohesive execution of client initiatives.
Owns revenue growth, renewal, and client retention targets as defined by the company.
Leads the development, negotiation, and execution of Statements of Work, Change Orders, and renewal agreements to protect and grow revenue streams.
Ensure commercial terms, service levels, and compliance requirements are met.
Maintains accurate documentation of agreements and oversees timely renewals and amendments.
Monitors and reports on account performance, pipeline, and financial metrics, providing regular updates and forecasts.
Champions a culture of continuous improvement by capturing client feedback, identifying process enhancements, and driving innovation within each account.
Partners with Service Delivery teams to improve quality, cost efficiency, responsiveness, and customer experience.
Supports the evolution of our Strategic Account Management methodology through best practice sharing and contribution to organizational learning. 🎯 Requirements
Bachelor’s degree in business, marketing, or a related field plus 7+ years of progressive mortgage industry experience in account management, client success, or program leadership or a combination of education and experience.
Proven ability to understand complex client business models, develop strategic plans, and execute growth initiatives.
Exceptional communication, negotiation, and relationship-building skills with experience leading cross-functional teams.
Strong data analysis, problem-solving, and decision-making abilities to guide strategy and deliver measurable results.
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