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Form of workDescription: Currently, we are looking for a Account Manager to join our team of professionals. You are our competitive advantage. Our team of innovators and seasoned professionals fosters an environment where our teammates and our clients can thrive.
Since 2011, our innovative structure and unique market positioning has offered personal and professional development opportunities that are unrivaled in the industry. Whether you are just launching your career or are looking to enhance your experience, your future begins at Lenderworks®. Lenderworks is a provider of infrastructure solutions for companies in the mortgage banking industry with a focus on creating powerful and innovative solutions for every client we serve.
From Capital Markets, Compliance and Risk Management, Finance and Accounting, Post Production, Information Technology, Information Security, Solutions Development and Mortgage Technology, Lenderworks has created a space where people are recognized for their contribution, encouraged to be curious in their roles, and are given a healthy and collaborative environment for building trust and growing in their role. DUTIES AND RESPONSIBILITIES: Ensures customers are fully engaged and getting the value they expect from the products/services. Accountable for assisting in new client onboarding and training, in conjunction with project management, strategy and onboarding process partners.
Executes meetings and events to educate and guide customers on products and services and its benefits to support customer buying selection. Meets with assigned customers on a recurring basis, including personal onsite visits to customers' offices and conferences, quarterly account/business reviews, and recurring touch points throughout the month. Clearly communicate customer initiative progress to internal and external stakeholders.
Communicate Lenderworks initiative progress to clients Prepare reports and updates leadership on account status. Acts as a client advocate and may give input into process improvements, product design or additional tools customers need. Works with other department team members to help resolve assigned customers' request/issues.
Escalates client related issues as appropriate. Liaise between the customer and internal teams to effectively communicate client business objectives. Help customers plan and understand the best ways to utilize products/services based on the customer's business needs.
Follows procedures that optimize the customer experience. Update and document activities for new accounts into systems (Salesforce, ConnectWise, SharePoint) in an accurate and timely manner. • Work to retain at-risk and assigned customers.
Gather feedback from customers and analyze customer data to identify the best practices. Collaborate with sales team members to identify and grow opportunities within clients' organization. Track revenue growth and volume transactions and ramp opportunities in Salesforce accordingly.
Delivery monthly reports (SLA/metrics/etc.) to clients. Assist accounting team with outstanding invoices. Clearly communicate with and update clients when service disruptions take place.
Review client portfolios and communicate upgrades or other opportunities that may benefit them. Support sales and renewal activity, where necessary. Requirements: 5 years' experience in customer success and/or account management Dynamic personality able to effectively engage and influence a variety of audiences at all levels of a business Confident communication (written and oral) skills and a demonstrated ability to work collaboratively with all levels of internal and external organizations A focus on relationships, able to gain trust through communication, expectation setting and completion of planned deliverables Business acumen, sound decision making, analytical and organizational skills in a fast-paced environment; a consultative approach to managing complex client relationships Project and program management experience; knowledge of key concepts including phases, plans, deliverables, scope and tasks Ability to prioritize multiple responsibilities, balancing client deliverables on multiple projects as well as internal obligations Passion about business and dissatisfaction with status quo - always thinking of ways to improve/grow assigned clients Bachelor's Degree in appropriate field of study or equivalent work experience Strong analytical skills Working knowledge and experience with contracts and contract negotiations Demonstrated ability to work independently and remain motivated Working knowledge of computers and Microsoft office suite of services Dynamic personality able to effectively engage and influence a variety of audiences at all levels of a business Experience with Customer Relationship Management (CRM) software such as Salesforce If you want to be part of a groundbreaking team that supports successful and profitable mortgage companies, then Lenderworks is the team for you Please see our website at www.Lenderworks.com We are an Equal Opportunity Employer No Phone Calls or Recruiters Please You must be eligible to work in the US.
We do not sponsor employees. PIaba955a587d3-25448-33550896
