Sales Account Manager

Emploi pas sur LinkedIn

🕒 il y a 2 mois

🇺🇸 États-Unis – Télétravail

💵 $110 000 - $130 000 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

D'où vient cette offre

Publiée sur la page carrières de FirstClose, pas via un site d'emploi

Repérée par Remote Rocketship il y a 2 mois

Toujours ouverte sur le site de FirstClose. Vérifiée il y a 1 heure.

Logo of FirstClose

FirstClose

51 - 200 employés

Fondée en 2000

💳 Fintech

🏦 Banque

☁️ SaaS

🔥 Financement dans la dernière année

💰 GROWTH EQUITY VC en 2025-09

Fintech • Banking • SaaS

FirstClose est une plateforme fintech qui aide les banques, les credit unions et autres institutions financières à développer et faire évoluer leurs activités de prêts adossés à la valeur nette immobilière (home equity), en automatisant les workflows, en réduisant les délais de closing et en fournissant en temps réel des estimations de la position en home equity et de la pré-approbation. Ses solutions comprennent la plateforme XpressEquity, des services de gestion des commandes, une marketplace de prestataires vérifiés, des intégrations avec les LOS et d’autres technologies (notamment un portail MeridianLink Consumer LOS), ainsi que des outils qui réduisent les abandons de demande et les interventions opérationnelles. FirstClose met l’accent sur les soft credit pulls, l’automatisation des disclosures et le suivi des performances des partenaires, et revendique une vaste expérience ainsi que des résultats significatifs (par exemple, 129 milliards de dollars de prêts home equity finalisés depuis 2015 et un ROI moyen déclaré).

Description

• Manage a large portfolio of client accounts as the primary point of contact and trusted partner • Build and maintain long-lasting client relationships • Advocate for clients and ensure timely issue resolution and exceptional service • Retain at-risk customers and maintain overall account health • Ensure customers are engaged and realize value from FirstClose products • Conduct recurring account reviews, including QBRs/EBRs, performance summaries, and strategic discussions • Present data insights, usage metrics, and recommendations • Execute meetings and events to educate customers on products, features, and best practices • Communicate customer initiatives, priorities, and feedback to internal and external stakeholders • Coordinate with support, product, IT, finance, and sales teams • Analyze customer data to identify adoption gaps, growth opportunities, and potential revenue • Identify upsell and cross-sell opportunities • Understand customer contracts, subscriptions, minimums, and renewal terms • Promote new product releases and capabilities to drive usage and retention • Meet customers through virtual and onsite visits, conferences, and recurring touchpoints • Build relationships throughout client organizations • Escalate client issues and communicate service disruptions • Document account activities and track revenue growth, transactions, and expansion opportunities in Salesforce • Assist finance with invoice reviews and outstanding payments

🎯 Exigences

• 10+ years of strategic or enterprise-level account management experience in mortgage banking, mortgage tech or fintech, working directly with credit unions or financial institutions • 10+ years of mortgage experience selling consumption-based pricing with strong monthly or annual commitments and long-term contracts • Proven experience managing complex accounts, driving revenue growth, and maintaining high retention rates • Excellent communication and active listening skills • Strong negotiation skills, including experience managing contract renewals and closing expansion opportunities • Deep product knowledge and ability to translate technical offerings into client value and business outcomes • Ability to track, analyze, and act on retention, NRR, usage, and adoption metrics • Technical aptitude and ability to become an expert in FirstClose solutions • Desire to understand customers’ businesses and advocate on their behalf • Proficiency in Microsoft Office Suite • Experience using Salesforce (CRM) • Basic background checks and references

🏖️ Avantages

• Commission Plan • Employee Benefits Program • Medical, Dental & Vision Insurance • STD, LTD, Life Insurance • Paid Holidays • PTO • 401k

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