Job Opportunities API

Serve as the primary point of contact for an assigned portfolio of clients, building trusted, long-term relationships grounded in consistent communication and follow-through. Guide new clients through onboarding, ensuring they are set up for success and confident in using Mortgage Automator to its full potential. Deliver product and feature demonstrations that clearly articulate value, helping clients maximize their use of the platform and contributing to Customer Lifetime Value (CLTV). Proactively monitor client accounts to identify adoption gaps, usage trends, or risks — and take initiative to resolve them before they escalate. Respond to client inquiries, concerns, and requests in a timely and professional manner, escalating appropriately and coordinating with internal teams to reach resolution. Advocate for clients internally by gathering and communicating product feedback to the development team, helping shape platform improvements. Partner with the sales team to identify upselling and cross-selling opportunities that align with client goals and add measurable value. Other duties as assigned.