Key Accounts Manager (Financial Services)

Lamudi; Manila; On-site; PHP 900,000 - 1,300,000; Full time

Job summary

IDEAL is seeking an Account Manager to manage and grow relationships with partner banks in the home loan sector. You will serve as the sole point of contact, handling pitch development, negotiations, and cross-team coordination.

As the primary liaison between IDEAL and banks, you will oversee onboarding, documentation, and operational alignment while driving strategies to increase loan volume and partnership performance.

Qualifications

• 3+ years in B2B sales or partnerships.
• Experience with homeloan banks in the Philippines.
• Strong negotiation and stakeholder management.
• Understanding of home loan products and mortgage market dynamics.

Responsibilities

• Manage end-to-end relationships with partner banks to support IDEAL's mortgage aggregator operations.
• Lead partnership onboarding, requirements gathering, documentation, and operational alignment.
• Identify opportunities to deepen collaboration and product adoption.
• Monitor partnership performance, loan volume, and escalation management.
• Maintain CRM records and report on partnership metrics.

Skills

Relationship management

Banking partnerships

Negotiation

Pipeline management

Education

Bachelor's degree in Business/Finance

Tools

HubSpot CRM

Job description

TheAccountManagerforIDEALwillserveasthesolededicatedpointpersonresponsibleformanagingandgrowingrelationshipswithpartnerbanksinthehomeloansector.Thisrolecoversallaspectsofbankpartnershipmanagement,includingpitching,negotiations,operationalcoordination,performancemonitoring,andidentifyingopportunitiestodeepencollaboration.

AstheonlyAccountManagerdedicatedtobankpartnerships,thispositionishighlycriticalandhigh-impact.YouwillactastheprimaryliaisonbetweenIDEALandourpartnerbanks,ensuringstrongengagement,smoothoperationalalignment,andsustainedgrowthinloanvolumeandpartnershipperformance.

BankingPartnershipManagement

• Manageend-to-endrelationshipswithpartnerbankstosupportIDEAL'smortgageaggregatoroperations.
• Actastheprimaryliaisonforallpartnerbanks,facilitatingsmoothcommunicationacrossproduct,operations,finance,legal,andmarketing.
• Buildandmaintainstrongrelationshipswithkeydecision-makersinhomeloan,credit,partnerships,andmortgageteams.
• Leadpartnershiponboarding,requirementsgathering,documentation,andoperationalalignment.

BusinessDevelopment&Growth

• Identifyopportunitiestoexpandcollaboration,increaseloanconversions,anddeepenproductadoptionamongpartnerbanks.
• Developjointbusinessplans,pitches,campaigns,andproductinitiativestailoredtobankpartners.
• Coordinatewithinternalteamstoprepareproposals,campaignstrategies,andcustomizedplatformintegrations.
• Analyzepartnershipandloanpipelineperformance,identifyinggapsandrecommendingstrategiesforimprovement.

Operations&EscalationManagement

• Monitormortgageapplicationpipelines,ensuringmovementandtimelyresolutionofissuesandescalations.
• Workcloselywithbankstoimproveturnaroundtimes,documentationworkflows,andcustomerexperience.
• Facilitatecross-functionalproblemsolvingacrossinternalteamstoresolvepartner-specificoperationalchallenges.

CRM&Reporting

• MaintainaccuraterecordsinCRMsystems(Hubspot)regardingpartnerinteractions,pipelineupdates,andaccounthealthmetrics.
• Prepareandpresentstructuredweeklyandmonthlyreportson:
• Partnershipperformance
• Loanvolumeandconversionrates
• Risks,escalations,andmitigationplans
• Businessdevelopmentprogressandopportunities

MinimumQualifications

• At least 3 years experience in a B2B sales or partnership role
• ExperienceinhomeloansatmajorPhilippinebanksispreferred,preferablyinrolessuchas:Broker/Developerrelationshipwithinhomeloanteams,etc
• Proven track record in managing corporate, institutional, or banking relationships with strong negotiation, communication, and stakeholder management skills.
• Strongunderstandingofhomeloanproducts,bankingworkflows,creditevaluation,andmortgagemarketdynamicsinthePhilippines.
• Bachelor'sdegreeinBusiness,Finance,Marketing,Economics,RealEstate,orarelatedfield.
• Experienceinsales,clientretention,upselling,leadpipelinemanagement,orcollectionsisanadvantage.