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Mortgage Connect, LP · 11 hours ago

Director, Account Manager

Coraopolis, PA

Full-time

Hybrid

Mid Level

3+ years exp

Mortgage Connect, LP is a company focused on client services in the mortgage industry, and they are seeking a Director of Account Management. The role involves managing existing clients to ensure service level performance, leading client communications, and analyzing business processes to enhance client satisfaction and organizational alignment.

Real Estate

Responsibilities

Client facing experience - must be able to engage, lead and drive client conversation

KPI governance

Cross functional communication leader across multiple business channels

Lead enterprise wide initiatives, creating synergies between channels

Assist with high severity requests or issue escalations as needed

Works with Executive Management to address client requests

Establishes and submits to Executive Management status reports on all applicable clients

Coordinate all client conference calls

Operate as the lead point of contact for any and all strategic matters specific to our clients

Build and maintain strong, long-lasting client relationships

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

Coordinates the involvement of company personnel, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations

Meets assigned targets for all assigned tasks and strategic objectives in assigned accounts

Proactively assesses, clarifies, and validates customer needs on an ongoing basis

Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary company personnel

Maintain SalesForce Updates

Travel is required, but minimal

Qualification

Client engagement experienceAnalytical skillsPresentation skillsMicrosoft OfficeMulti-tasking skillsWritten communicationVerbal communicationOrganizational skills