Mortgage Strategic Account Manager

🔥 9 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

💵 $110k - $125k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

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MetaSource

WebsiteLinkedInAll 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.

📋 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. • Skilled in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).