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TrustEngineTR

Client Account Manager

TrustEngine is on a mission to revolutionize the mortgage tech industry and empower borrowers to achieve their financial goals.

TrustEngine

Employee count: 51-200

Salary: 85k-135k USD

United States only

The Client Account Manager (CAM) plays a crucial role in driving revenue retention and growth while ensuring customer satisfaction and success using our products. As a CAM, you will manage a portfolio of existing accounts, nurture relationships, identify expansion opportunities, and drive revenue through upsells, cross-sells, and renewals. You will be a trusted advisor, leveraging data and product knowledge to optimize your customers' businesses and drive further adoption of TrustEngine solutions.

Responsibilities

  • 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.

Base Salary Average: $85,000 - $105,000 plus variable up to $30,000

Benefits

Our benefits include but are not limited to the following: 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.

About the job

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Posted on

Job type

Full Time

Experience level

Mid-level
Senior

Salary

Salary: 85k-135k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About TrustEngine

Learn more about TrustEngine and their company culture.

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TrustEngine is on a mission to revolutionize the mortgage tech industry and empower borrowers to achieve their financial goals. With our Borrower Intelligence Platform and the ethical use of data and machine learning, we equip lenders with the tools for meaningful conversations that support borrowers in pursuing their life goals. We're transforming the industry, fostering trust, making a positive impact on lives, and creating a future of #NoBorrowerLeftBehind.

Our Core Values

Leading Edge: Being a leader through thoughtful innovation. Stretching outside of the comfort zone to grow and embrace opportunities that enable us to be a trailblazer in our category.

Insight Driven: Data is our differentiator. We use data to drive our business and make decisions internally. Our data adds value and allows us to build relationships with our customers by providing the best tools to support their business.

Empowered Together: Everything we do is to build trust within our teams and confidence from our customers. We work intentionally and implement our learning from successes and failures to improve for the future.

Employee benefits

Learn about the employee benefits and perks provided at TrustEngine.

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401k Match

To support employees' future financial security, TrustEngine offers a 401k match program, encouraging savings for retirement.

Flexible Working Hours

Employees at TrustEngine enjoy flexible working hours, ensuring they can manage their time effectively around personal commitments.

Professional Development

TrustEngine invests in its employees' growth with a professional development benefit, covering costs for courses, conferences, and more.

Health Coverage

TrustEngine provides 100% health coverage for its employees, ensuring they have access to the best medical care without financial burden.

View TrustEngine's employee benefits
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TrustEngine

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