Client Account Manager

April 3

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TrustEngine

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TrustEngine is a company providing a platform that optimizes lender and borrower success by leveraging data, technology, and expertise. Their products, such as the Borrower Intelligence Platform and Mortgage Coach, help financial institutions like banks, credit unions, and independent mortgage banks to close more loans, educate borrowers on financial options, and increase customer retention. TrustEngine focuses on improving profitability for lending institutions by reducing price exceptions, enhancing customer outreach, and providing world-class analytics and reporting tools. Their solutions, like Sales Boomerang, enable lenders to know when borrowers are ready for new loans, facilitating proactive communications and better loan officer recruitment and retention.

51 - 200 employees

💸 Finance

💳 Fintech

📋 Description

• The Client Account Manager (CAM) plays a crucial role in driving revenue retention and growth while ensuring customer satisfaction and success using our products. • Manage a portfolio of existing accounts, nurture relationships, identify expansion opportunities, and drive revenue through upsells, cross-sells, and renewals. • Build and maintain strong relationships with key stakeholders and decision-makers, serving as a trusted advisor starting from onboarding to ensure customers achieve their desired outcomes using TrustEngine solutions. • Develop and execute strategic account plans to maximize revenue and customer lifetime value through upselling, cross-selling, and identifying new opportunities for expansion. • Conduct regular business reviews to assess customer health satisfaction and proactively uncover expansion opportunities. • Achieve assigned revenue targets by proactively identifying and pursuing upselling, cross-selling, and renewal opportunities. • Proactively monitor customer health, identify potential risks, and develop mitigation strategies to ensure continued success and accurately forecast revenue performance. • Provide ongoing support and guidance to customers, ensuring they have the resources and knowledge to fully utilize and succeed with TrustEngine solutions. • Analyze customer data to understand product usage, identify areas for improvement, and drive adoption of Trust engine products by LOs. • Develop and present data-driven recommendations to optimize customers' business processes and maximize the value they derive from TrustEngine solutions. • Collaborate effectively with internal teams (Marketing, Sales, Product, and Support) to convey customer needs and achieve revenue and growth goals.

🎯 Requirements

• Proven ability to build and maintain strong, long-term relationships with key client stakeholders. • Experience leading and developing onboarding. • Executing and contributing to playbooks. • Demonstrated experience in driving revenue growth through upselling, cross-selling, and renewals. • Ability to develop and execute strategic account plans to maximize customer lifetime value. • Strong commitment to ensuring customer satisfaction and achieving desired outcomes. • Proficiency in analyzing customer data and providing data-driven recommendations. • Ability to quickly learn and effectively communicate the value of TrustEngine solutions. • Excellent communication and collaboration skills to work effectively with internal teams.

🏖️ Benefits

• Fully remote • 100% individual company paid medical plan option • Company 3% paid 401(k) contribution • Paid parental leave • Flexible (take what you need) time off • Ongoing professional development and certification opportunities • Competitive salary • Special employee discounts and health wellness perks.