Wholesale Mortgage Account Manager
Summit Funding, Inc.
Account Manager – Digital & Web Experience
Outliant
full-time
Posted on:
Location: 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage and nurture strategic client relationships, acting as their main point of contact and trusted advisor.
- Collaborate closely with clients to understand and define their business goals, technology needs, and growth opportunities.
- Provide guidance on how our solutions can help them achieve their business goals and customer acquisition strategies.
- Develop and maintain detailed account plans that highlight growth areas, upsell opportunities, and collaborative initiatives.
- Act as a strategic partner to the client, communicating effectively with stakeholders at different levels.
- Align internal teams (sales, development, strategy) around the client's priorities and changing needs.
- Anticipate market trends and client challenges to proactively recommend solutions.
- Foster long-term trust and position the company as an indispensable strategic partner for the client's success.
Requirements
- 5+ years of experience in Account Management, Customer Success, or similar roles, preferably in digital agencies or technology companies.
- Demonstrated experience in managing and growing relationships with strategic clients.
- Proven success in identifying growth and upsell opportunities within existing accounts.
- Familiarity with digital marketing tools and platforms (e.g., CMS, Analytics, CRM, marketing automation).
- Ability to influence and coordinate both internal teams and external stakeholders.
- Comfortable working in agile, fast-paced environments with cross-functional teams.
- Solid knowledge of web technologies and digital customer acquisition models.
- Proven track record of advising and managing relationships with mid and senior-level stakeholders.
- Strong business acumen and strategic thinking skills.
- Exceptional communication, presentation, and interpersonal skills.
