Mortgage Connect, LP · 11 hours ago
VP, Account Management
Coraopolis, PA
Full-time
Onsite
Mid, Senior Level
5+ years expMortgage Connect, LP is seeking a Vice President of Account Management to partner with Sales in managing existing clients and exploring new opportunities. The role involves overseeing account management processes, maintaining customer communication, and driving additional revenue through strategic relationship management.
Real Estate
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
Qualification
Required
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
Company
Mortgage Connect, LP
Mortgage Connect is a real estate company offering property deal closing services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Craig Kaley
Chief Technology Officer
Cristy Ward
Chief Strategy Officer/Executive Vice President
Recent News
2025-07-11
Business Wire
2024-02-27
GlobalFinTechSeries
2022-04-14
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