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MetaSource - Mortgage Strategic Account Manager (Full Time, Remote) Mortgage Strategic Account Manager (Full Time, Remote) Mortgage Strategic Account Manager (Full Time, Remote) Fully Remote • Salt Lake City, UT • Sales and Marketing Job Type Full-time Description 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. Responsibilities: Compensation: $110,000 to 125,000 plus commission tied to Net New Revenue and client retention. 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. 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). Preferred Qualifications: • MBA or equivalent • Experience with NetSuite ERP • Experience with CRM platforms such as HubSpot or Salesforce