316134 - Account Manager

TITLE: Account Manager
REPORTS TO: Director Account Management
STATUS: Salaried
LOCATION: Remote
SCHEDULE: Monday – Friday, 8:00 AM – 5:00 PM
PAY: $65,000 - $80,000/yr

JOB SUMMARY: 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.

JOB RESPONSIBILITIES: To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily, with or without reasonable accommodation:

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

QUALIFICATIONS:

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

PREFERRED QUALIFICATIONS:

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

REMOTE WORK REQUIRMENTS:

Stable, high-speed internet connection

Experience with teleconferencing

Access to a quiet workspace
Smartphone/mobile device

PHYSICAL DEMANDS: While performing the responsibilities of the job, the person in this position will be required to frequently communicate information so others will understand. The person in this position must be able to remain in a stationary position at least 50% of the time and must be able to lift up to 15 pounds at times. The person in this position may need to occasionally move about the inside of an office. The person in this position may need to position self to maintain files in a cabinet and place computers under a desk or in a cabinet. This position requires ability to constantly observe typewritten text on a computer screen. The person in this role is required to operate a laptop and use a telephone regularly. The person in this position may be required to travel throughout the USA by automobile or airplane which may require overnight lodging.

WORK ENVIRONMENT: While performing the duties of this job, the person in this role may be in a stationary position in an office setting and may be exposed to quiet to moderate noise level.

OTHER DUTIES: This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. This job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. This job description is subject to change at any time.

DataVerify is committed to equal opportunity employment, and employment decisions are based on merit, qualifications, and abilities. Employment-related decisions are not influenced or affected by an employee’s race, color, gender, age, religion, national origin, disability, citizenship, military status, sexual orientation, genetic information, or any other category protected by federal, state or local law. The Company endorses a work environment free from discrimination and harassment.