Mortgage Strategic Account Manager (Full Time, Remote)

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.

Responsibilities:

Compensation: $110,000 to 125,000 plus commission tied to Net New Revenue and client retention.

Responsibilities:

• 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.

• 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).

Preferred Qualifications:

• MBA or equivalent
• Experience with NetSuite ERP
• Experience with CRM platforms such as HubSpot or Salesforce