The Mortgage Office is a Long Beach, California-based Fintech company that builds software for the mortgage lending industry. We are a fast-growing, well-funded, B2B SaaS company founded in 1978. We drive productivity for an industry that is ripe for Technological innovation. Come join our rapidly growing team!

The Account Manager ensures client satisfaction, fosters growth, and drives revenue expansion with additional services and products. AMs will also play a pertinent role in helping assist with both client retention and renewals, helping to mitigate churn. There is no cold calling in this sales role – but instead helping to launch our newly released – web-based product and services to our loyal customer base.

• Client Relationship Management: Build and maintain strong, long-term client relationships by understanding their needs, objectives, and challenges. Act as a point of contact for clients, addressing their concerns and ensuring their needs are met both post and pre-sale.
• Account Growth and Development: Identify opportunities for account expansion by upselling or cross-selling additional software products or services. Work closely with your Account Executive to understand the client’s evolving needs and align the company’s offerings accordingly – especially with new services being released in 2024.
• Strategic Planning: Develop and execute strategic account plans in collaboration with the sales and marketing teams. Set goals for account growth and develop strategies to achieve them.
• Understanding of Software Products: Have in-depth knowledge of the company’s software products or services to effectively communicate their value propositions to clients. Provide guidance and advice to clients on how to best utilize the software to meet their business goals.
• Sales and Negotiation: Collaborate with your Account Executive to generate new business opportunities and participate in negotiations with clients on contracts, pricing, and terms. Have strong intrapersonal skills and emotional intelligence to push deals forward.
• Problem-solving: Address client issues or concerns promptly and efficiently. Coordinate with internal teams, such as customer support, onboarding, DevOps, or product development, to resolve any issues that may arise.
• Reporting and Analysis: Track and report key account metrics. Analyze data to assess account performance, identify areas for improvement, and make data-driven recommendations. Recognize opportunities to help mitigate churn and enhance client renewal rates.
• Industry Knowledge: Stay updated on industry trends, market changes, and competitors’ offerings. Use this knowledge to advise clients and the company on potential opportunities or threats.
• Communication Skills: Possess strong communication and presentation skills to effectively convey complex technical information to clients in a clear and understandable manner.
• Team Collaboration: Collaborate with various internal teams, including sales, marketing, customer support, onboarding, and product development, to ensure a cohesive approach in meeting client needs and company objectives.

• Experience in Sales, Customer Service, or related fields
• Familiarity with HubSpot a plus
• Ability to build rapport with clients

Pay Range: $60K-$90K

Please note this is an on-site position. Not remote.

Why join The Mortgage Office? Joining TMO means becoming part of a passionate team that is dedicated to pushing the boundaries of innovation in the SaaS industry. We offer competitive compensation, comprehensive benefits, and a supportive work culture that values collaboration, growth, and excellence.

Take the First Step Toward Better Loan Management with The Mortgage Office

Speak with one of our demo experts today!