Account Manager

Data-Verify; Chesterfield (MO); On-site; USD 55,000 - 80,000; Full time

Job summary

Data-Verify is seeking an Account Manager to champion client relationships, drive revenue growth, and deliver exceptional customer experiences across the client lifecycle. You will manage onboarding, provide training, and collaborate cross-functionally to identify expansion opportunities while ensuring satisfaction.

The role requires strong communication, organization, and the ability to thrive in a fast-paced environment. Proficiency in MS Office and CRM systems is essential.

Qualifications

• High school diploma or equivalent.
• Exceptional written and verbal communication with clients and management.
• Strong organizational and time management abilities.
• Ability to thrive in fast-paced, dynamic environments.
• Excellent teamwork and cross-functional collaboration.
• Proficiency in MS Office and CRM systems.
• Strong analytical skills with attention to detail.
• Experience with or willingness to learn AI tools.

Responsibilities

• Maintain and strengthen client relationships through proactive communication and planning.
• Collaborate with Sales to identify upsell opportunities and revenue growth.
• Lead onboarding for new accounts to ensure smooth implementation.
• Deliver product/service trainings via webinars and presentations.
• Work with Risk to evaluate client portfolios and provide guidance.
• Address client concerns with timely, satisfactory resolutions.
• Create presentation materials for webinars and meetings to drive engagement.
• Stay updated on mortgage industry compliance and trends.
• Analyze client data to identify service improvements and growth.
• Maintain accurate client records in CRM and reporting systems.

Skills

Written communication

Verbal communication

Organizational skills

Time management

Cross-functional collaboration

CRM systems

Microsoft Office

Data analysis

AI tools exposure

Education

High school diploma

Tools

CRM systems

Microsoft Office

Job description

About the Role

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.

What You’ll Do

• 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

What You’ll Need

• 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

What Can Set You Apart

• 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