Sales Account Manager

Job not on LinkedIn

🕒 August 10

🇺🇸 United States – Remote

💵 $110k - $130k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

👻 Ghost score 22%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

FirstClose

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

💳 Fintech

🏦 Banking

☁️ SaaS

🔥 Funding within the last year

💰 GROWTH EQUITY VC on 2025-09

Fintech • Banking • SaaS

FirstClose is a fintech platform that helps banks, credit unions and other financial institutions build and scale home equity businesses by automating workflows, accelerating time-to-close, and providing real-time home-equity position and pre-approval estimates. Its offerings include the XpressEquity platform, order management services, a vetted provider marketplace, LOS and technology integrations (including a MeridianLink Consumer LOS portal), and tools that reduce application drop-off and operational touchpoints. FirstClose emphasizes soft credit pulls, automated disclosures, performance-tracked partners, and claims extensive experience and outcomes (e. g. , $129 billion in home equity loans closed since 2015 and a stated average ROI).

📋 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

🎯 Requirements

• 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

🏖️ Benefits

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

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume