Account Manager
Ivy Energy
Client Success Manager
Perseus Group, Constellation Software
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $73,600 - $110,400 per year
Job Level
Mid-LevelSenior
About the role
- Client Relationship Management: Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. Build trusted advisor relationships with key operational leaders at client organizations. Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities.
- Client Success and Retention: Strategically focus on ensuring the overall success and retention of Optimal Blue clients. Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement. Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI. Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client
- Renewals and Revenue Growth: Own forecasting and prioritization for client renewals within assigned accounts. Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services.
- Team Collaboration and Leadership: Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests.
- Additional Responsibilities: Create referenceable customers through case studies, reference calls, and speaking engagements. Stay informed about new release changes, new products, and industry trends. Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays). Perform other related duties as assigned.
Requirements
- Bachelor's degree or an equivalent combination of education, training, and work experience.
- At least 3 years of experience in a client-facing role such as Client Success function, account management, consulting, or client services role.
- Proven business experience and demonstrated technical capabilities.
- Experience working with mortgage lenders highly preferred.
- Ability to execute commercial transactions, including pitching, negotiating, and closing deals.
- Passionate about enhancing client experience and dedicated to customer satisfaction.
- Skilled in creating and delivering persuasive proposals and presentations.
- Capable of synthesizing complex information and presenting it clearly and concisely.
- Possesses a blend of business and technical acumen.
- Outstanding interpersonal skills with a “Get it Done” attitude.
- Ability to work in a fast-paced, dynamic environment.
- Effective problem-solver and solution-finder.
- Adaptable and able to handle changing circumstances with ease.
