Mortgage Strategic Account Manager (Full Time, Remote)

MetaSource•Salt Lake, UT

7d•Remote

About The Position

The Strategic Account Manager (SAM) plays a pivotal role in driving growth, retention, and strategic value creation across our most important client partnerships. Assigned to high-value accounts, the SAM acts as a trusted advisor and strategic partner — orchestrating internal collaboration, leading client strategy development, and ensuring that client objectives are met with excellence. The SAM is accountable for long-term relationship growth, client satisfaction, and continuous value delivery aligned with our clients’ evolving needs.

Requirements

Bachelor’s degree in business, marketing, or a related field plus 7+ years of progressive mortgage industry experience in account management, client success, or program leadership or a combination of education and experience.
Proven ability to understand complex client business models, develop strategic plans, and execute growth initiatives.
Exceptional communication, negotiation, and relationship-building skills with experience leading cross-functional teams.
Strong data analysis, problem-solving, and decision-making abilities to guide strategy and deliver measurable results.
Skilled in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).

Nice To Haves

MBA or equivalent
Experience with NetSuite ERP
Experience with CRM platforms such as HubSpot or Salesforce

Responsibilities

Builds and nurtures trusted, senior-level relationships with designated mortgage clients to position the company as a long-term strategic partner.
Leads regular executive-level client engagement activities to maintain alignment on objectives, opportunities, and performance outcomes.
Collaborates with internal stakeholders to shape solutions, identify expansion opportunities, and co-create roadmaps that drive measurable client outcomes.
Refine growth strategies based on evolving client needs, market trends, and performance data.
Serves as the primary point of contact and advocate for the client within the organization.
Orchestrates collaboration across Business Development, Mortgage Service Delivery, and other internal teams to ensure cohesive execution of client initiatives.
Owns revenue growth, renewal, and client retention targets as defined by the company.
Leads the development, negotiation, and execution of Statements of Work, Change Orders, and renewal agreements to protect and grow revenue streams.
Ensure commercial terms, service levels, and compliance requirements are met.
Maintains accurate documentation of agreements and oversees timely renewals and amendments.
Monitors and reports on account performance, pipeline, and financial metrics, providing regular updates and forecasts.
Champions a culture of continuous improvement by capturing client feedback, identifying process enhancements, and driving innovation within each account.
Partners with Service Delivery teams to improve quality, cost efficiency, responsiveness, and customer experience.
Supports the evolution of our Strategic Account Management methodology through best practice sharing and contribution to organizational learning.