Account Relationship Manager

Responsibilities

• End-to-end management of client relationships within an assigned business segment or geographic region
• Central point of coordination for Fortune 500/1000 clients
• Oversee all relationship management activities to ensure clients receive an optimal level of products and services
• Drive profitability through the development of new business and retention of existing relationships
• Primary liaison between Sales, Operations, and Field Business Development
• Ensure seamless communication and alignment across teams
• Manage client escalations and oversee accurate and timely billing
• Support new client onboarding by developing client setup documentation
• Analyze client reporting using tools such as Power BI and Excel
• Collaborate cross-functionally to support service delivery

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically eight or more years of relevant experience
• Strong understanding of all products and services applicable to target client segment
• Considerable knowledge of applicable policies and procedures
• Advanced knowledge of all organization products and operations
• Demonstrated sales and marketing skills and abilities
• Strong organizational and managerial skills
• Ability to develop and administer budgets
• Effective interpersonal, verbal and written communication skills
• Demonstrated strong organizational and time management skills with the ability to manage multiple priorities and deadlines effectively
• Prior experience in client-facing account management or relationship management roles
• Knowledge of relocation and/or mortgage industry practices, processes, and client expectations
• Reporting capabilities in Power BI, Excel, PowerPoint (for presenting insights)

Certifications & Qualifications

• Bachelor's degree