Mortgage Strategic Account Manager (SAM)

Role responsibilities

The Strategic Account Manager is responsible for driving growth and retention across high-value client partnerships. They act as a trusted advisor, ensuring client objectives are met and orchestrating internal collaboration.

Requirements

Candidates must have a bachelor's degree and over 7 years of experience in the mortgage industry, particularly in account management or client success. Strong communication, negotiation, and analytical skills are essential for this role.

Key skills

Account Management, Client Success, Program Leadership, Communication, Negotiation, Relationship Building, Data Analysis, Problem Solving, Decision Making, Microsoft Office Suite, Strategic Planning, Revenue Growth, Client Retention, Collaboration, Innovation, Continuous Improvement

Keywords

Mortgage, Strategic Account Management, Client Partnerships, Revenue Growth, Client Retention, Business Development, Service Delivery, NetSuite ERP, CRM, HubSpot, Salesforce, Market Trends, Performance Data, Statements of Work, Change Orders, Renewal Agreements, Client Feedback, Process Enhancements, Innovation, Collaboration, Continuous Improvement