Job Title: Vice President, Account Management
Department: Sales
Reports to: Senior Vice President, Sales
Summary of Position
The primary role of the Vice President, Account Management is to partner with Sales to manage existing clients, board new opportunities, and assume ownership of key relationships. Additionally, you will oversee the account management process, maintaining communication with existing customers, identifying cross-sell opportunities, and driving additional revenue. This will involve travel to meet with our customers and be onsite with them as needed. Additional key responsibilities would be managing a portfolio of existing accounts to ensure service level performance and client expectations are consistently being met.
Responsibilities
- Act as a brand ambassador for Mortgage Connect and build strong working relationships with clients
- Execute proactive campaigns to identify opportunities within the assigned territory and managing an active pipeline
- Partner with Sales to assume client ownership
- Proactively identify cross selling opportunities
- Actively educate customers on products and services within the assigned portfolio
- Cross functional communication leader across multiple business channels
- Strategic thinker with the ability to analyze, synthesize, and translate trends into business opportunities
- Onboarding – works with Sales, client, internal IT resources, and operational units to fully onboard client
- Assist with high severity requests or issue escalations as needed
- Works with Executive Management to address client requests
- Operate as the lead point of contact for any and all strategic matters specific to our clients
- Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Communicate clearly the progress of monthly/quarterly initiatives to internal and external stakeholders
- Identify and grow opportunities within existing customers and collaborate with sales teams to ensure growth attainment
- Establishes productive, professional relationships with key personnel in assigned customer accounts.
- Meets assigned targets for all assigned tasks and strategic objectives in assigned accounts
- Proactively assesses, clarifies, and validates customer needs on an ongoing basis
- Demonstrate ability to potentially lead a team of data based Account Managers
- Travel would be estimated as up to 50%, expanding and reacting with the market
Requirements
- Excellent analytical and presentation skills
- 5+ years of industry experience, preferably in title insurance and closing
- 5+ years of direct client engagement experience in a leadership role
- Client facing experience – senior level – must be able to engage, lead and drive client conversation
- Elite presentation skills
- Excellent written and verbal communication skills
- Solid organizational skills including attention to detail and multi-tasking skills
- Strong working knowledge of Microsoft Office suite of products
