Account Manager

Jobtailor; Fort Worth (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor is seeking a Technical Account Manager in Fort Worth, TX to serve as principal liaison for strategic accounts. You will build trusted advisor relationships with executives and stakeholders, understand customer needs, and drive solutions that align with business objectives.

The role requires 2–4 years in technical account management, familiarity with Salesforce, and strong Excel/PowerPoint skills. You will collaborate with sales and internal teams to expand existing relationships and

Qualifications

• Bachelor's Degree preferred.
• 2-4 years of Technical Account Management experience.
• Mortgage Servicing, Payments industry and/or Financial Services experience preferred.
• Demonstrated ability to create and execute strategy, resolve complex problems, and work independently.
• Familiarity with CRM systems and practices (e.g. Salesforce).
• Must be highly proficient in Microsoft Excel, Word, and PowerPoint.

Responsibilities

• Operate as the lead point of contact for any and all matters specific to your accounts.
• Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors.
• Acquire a thorough understanding of key customer needs and requirements.
• Expand relationships with existing customers by continuously proposing solutions that meet their objectives.
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
• Serve as a liaison between customers and technical internal teams.
• Resolve any issues faced by customers to maintain trust.
• Assist with challenging client requests or issue escalations as needed.
• Maintain client records.
• Play an integral part in generating new sales that will turn into long-lasting relationships.
• Build and maintain strong client relationships.
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas.
• Collaborate with sales team to identify and grow opportunities.

Skills

Technical Account Management

Relationship Building

Strategic Planning

Problem Solving

CRM Proficiency

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

Microsoft Word

PowerPoint

Job description

• Operate as the lead point of contact for any and all matters specific to your accounts
• Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
• Acquire a thorough understanding of key customer needs and requirements
• Expand relationships with existing customers by continuously proposing solutions that meet their objectives
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Serve as a liaison between customers and technical internal teams
• Resolve any issues faced by customers to maintain trust
• Assist with challenging client requests or issue escalations as needed
• Maintain client records
• Play an integral part in generating new sales that will turn into long-lasting relationships
• Build and maintain strong client relationships
• Develop new business with existing clients and/or identify areas of improvement to meet sales quotas
• Collaborate with sales team to identify and grow opportunities

Requirements

• Bachelor's Degree preferred
• 2-4 years of Technical Account Management Experience
• Mortgage Servicing industry, Payments industry and/or Financial Services experience preferred
• Demonstrated ability to create and execute strategy, resolve complex problems, and the ability to work independently
• Familiarity with CRM systems and practices (e.g. Salesforce)
• Must be highly proficient in Microsoft Excel, Word, and PowerPoint

Core Competencies

Demonstrates expertise in Technical Account Management with a focus on building and maintaining strong client relationships, resolving complex issues, and executing strategic initiatives. Proficient in utilizing CRM systems and Microsoft Office tools to enhance customer engagement and drive sales growth.