Account Manager

DataVerify•Chesterfield, MO

20h

About The Position

The Account Manager serves as the primary client advocate, fostering strong relationships while driving revenue growth and customer satisfaction. This role combines strategic account management with operational support, working cross-functionally to ensure client needs are met, identify expansion opportunities, and deliver exceptional customer experiences throughout the client lifecycle.

Requirements

High school diploma or equivalent required
Exceptional written and verbal communication skills with ability to interact effectively with clients and management at all levels
Strong organizational and time management abilities with proven capability to prioritize tasks and work independently with minimal supervision
Ability to thrive in fast-paced, dynamic environments while adapting quickly to changing priorities
Excellent teamwork and collaboration skills with cross-functional experience
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems
Strong analytical skills with attention to detail for client data analysis and reporting
Experience with or willingness to learn AI tools and emerging technologies

Nice To Haves

One year of experience in account management, sales, or high-level customer service roles
One year of experience in mortgage, real estate, or financial services industry
Experience with webinar platforms and presentation delivery
Knowledge of mortgage industry regulations and compliance requirements

Responsibilities

Maintain and strengthen existing client relationships through proactive communication, regular check-ins, and strategic account planning
Collaborate with Sales team to identify and pursue new revenue opportunities among prospects and existing clients through upselling initiatives
Manage comprehensive onboarding process for new accounts, ensuring smooth implementation and client satisfaction
Conduct product and service training sessions for new and existing clients via webinars and presentations to maximize utilization and value realization
Partner with Risk team to evaluate client portfolios and provide strategic system recommendations and condition guidance
Address client concerns and complaints promptly and effectively, working with internal teams to ensure satisfactory resolution
Create and deliver compelling presentation materials through webinars and client meetings to showcase solutions and drive engagement
Stay current with mortgage industry compliance requirements, fraud trends, and regulatory changes to provide informed guidance to clients
Analyze client data and usage patterns to identify opportunities for service improvements and account growth
Maintain accurate client records and account activity in CRM systems to support relationship management and reporting
Other duties as assigned