ACCOUNT MANAGER LeadPoint
THIS JOB HAS EXPIRED Type: Full Time
Location: Los Angeles, California
Responsible for the growth, retention, and satisfaction of assigned client base, while contributing to the overall company goals and objectives. Develop and maintain relationships with various lenders, brokers and financial institutions; provide daily service and support to assigned accounts; develop and implement long-term opportunities and apply strategic solutions to maximize ROI.
Develop and adhere to strategies that establish proactive communication, monitor and improve service results and effectiveness, optimize value propositions, and position LeadPoint as the most profitable and value-added mortgage lead source.
Schedule and make ongoing proactive, strategic calls with each account to fully understand the account?s business, their ongoing strategic goals and objectives, building a strong rapport/relationship with key contacts and decision makers, and identifying (1) how the Account Manager can provide value to their needs, and (2) how their needs can help achieve the Account Manager?s and LeadPoint? goals and objectives
Create and keep up to date a complete profile of each account either within the top 15 of LeadPoint?s accounts by revenue or other accounts determined to be strategic in nature
Analyze and resolve diverse, complex and technical issues via an in-depth knowledge of company?s products, services, industry and technical interfaces
Provide daily service and support to assigned accounts with service adjustments, problem solving, trouble shooting, and ad hoc reporting requests
Prioritize A, B and C opportunities by potential dollars of revenues, available inventory and probability of success
Supporting the launch and revenue growth of new accounts
Evaluate clients? service quality standards, and service/product capabilities. Educate clients to more effectively utilize products, resulting in increased market penetration, lower resource costs and higher revenue to both clients and LeadPoint
Track and record client data, relevant business metrics and ongoing communication and service changes in Salesforce.
Prepare written presentations, reports and price quotations
Coordinating activities and resources between cross-functional teams, including sales, product, tech, finance, customer service and executive teams
Supporting finance policies, such as payment terms, collections, invoicing and contracts
Continually learn new product knowledge and acquire better solution selling skills
Keep abreast of competition, competitive issues, products and markets for mortgage leads and mortgage lead generation
Attend and participate in sales meetings, training seminars and workshops
Maintain daily sales and productivity goals, as provided by management.
Prepare routine periodic sales and activity reports as required.
Perform miscellaneous job-related duties as assigned
Work a 40-hour, five-day week
Maximize percent of time in contact with potential clients
Maintain a running 90-day action plan of learning and professional development
Utilize Microsoft Outlook and Salesforce calendars and task lists for organization and reminders of activities, appointments and tasks
Plan each day, week and month
Present a professional image
Keep an electronic archive of process documents, project plans, reports and task deliverables for reference and reuse
||11661 San Vicente Boulevard |
Los Angeles, CA 90049
THIS JOB HAS EXPIRED