Client Account Manager

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September 22

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TrustEngine

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Finance • Fintech

TrustEngine is a company providing a platform that optimizes lender and borrower success by leveraging data, technology, and expertise. Their products, such as the Borrower Intelligence Platform and Mortgage Coach, help financial institutions like banks, credit unions, and independent mortgage banks to close more loans, educate borrowers on financial options, and increase customer retention. TrustEngine focuses on improving profitability for lending institutions by reducing price exceptions, enhancing customer outreach, and providing world-class analytics and reporting tools. Their solutions, like Sales Boomerang, enable lenders to know when borrowers are ready for new loans, facilitating proactive communications and better loan officer recruitment and retention.

51 - 200 employees

💸 Finance

💳 Fintech

📋 Description

• Build and maintain strong relationships with key stakeholders and decision-makers, serving as a trusted advisor from onboarding to ongoing success. • Develop and execute strategic account plans to maximize revenue and customer lifetime value through upselling, cross-selling, and expansion. • Conduct regular business reviews to assess customer health and proactively uncover expansion opportunities. • Achieve assigned revenue targets by identifying and pursuing upselling, cross-selling, and renewal opportunities. • Monitor customer health, identify risks, and develop mitigation strategies to ensure continued success and accurately forecast revenue. • Provide ongoing support and guidance to customers to ensure full utilization of TrustEngine solutions. • Analyze customer data to understand product usage, identify improvements, and drive adoption of TrustEngine products by LOs. • Develop and present data-driven recommendations to optimize customers' business processes and maximize value. • Collaborate with Marketing, Sales, Product, and Support to convey customer needs and achieve revenue and growth goals.

🎯 Requirements

• Proven ability to build and maintain strong, long-term relationships with key client stakeholders. • Experience leading and developing onboarding. • Executing and contributing to playbooks. • Demonstrated experience in driving revenue growth through upselling, cross-selling, and renewals. • Ability to develop and execute strategic account plans to maximize customer lifetime value. • Strong commitment to ensuring customer satisfaction and achieving desired outcomes. • Proficiency in analyzing customer data and providing data-driven recommendations. • Ability to quickly learn and effectively communicate the value of TrustEngine solutions. • Excellent communication and collaboration skills to work effectively with internal teams.

🏖️ Benefits

• Fully remote • 100% individual company paid medical plan option • Company 3% paid 401(k) contribution • Paid parental leave • Flexible (take what you need) time off • Ongoing professional development and certification opportunities • Competitive salary • Special employee discounts • Health wellness perks