Client Relationship & Tech Adoption Lead

Freddie Mac

Dallas (TX)

On-site

USD 74,000 - 112,000

Full time

13 days ago
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Job summary

Freddie Mac is seeking a Client Relationship Professional to support seller servicer clients through relationship management, sales support, and operational execution, with added responsibility for technology integration.

You will work closely with sales executives, POD leadership, internal partners, customers, and vendors to advocate for client needs, drive adoption of Freddie Mac tools, and improve lender efficiency.

Qualifications

  • 2-5+ years of related professional experience in mortgage market, seller engagement, client relationship management, technology implementation, or equivalent GSE experience.
  • Experience using Salesforce or similar CRM platforms to manage accounts, client activity, pipeline updates, and follow-up actions.
  • Proficiency with Word, Excel, PowerPoint, reporting tools, and business technology platforms used to support client engagement and implementation tracking.

Responsibilities

  • Serve as a primary client-facing resource for assigned sellers, supporting relationship management, client satisfaction, and account execution in partnership with Sales Executives and POD leadership.
  • Support strategic account plans by coordinating meeting preparation, client follow-up, Salesforce updates, issue resolution, contract monitoring, and routine business processes.
  • Maintain a strong understanding of customer needs, industry trends, Freddie Mac strategic objectives, and the seller technology roadmap.
  • Partner with customers, vendors, and internal business partners to facilitate technology adoption, implementation planning, integration testing, and successful delivery against agreed milestones.
  • Conduct process reviews to identify opportunities to embed, optimize, and expand Freddie Mac tools and functionality within the customer experience.
  • Monitor and report on integration efforts, outcomes, client feedback, and adoption progress to support continuous improvement.
  • Support successful technical integrations from the Seller and the Seller’s technologies into the Freddie Mac toolsets.

Skills

Relationship management
Communication
Project management
Analytical thinking
Sales support

Tools

Salesforce
Excel
PowerPoint

Job description

Freddie Mac is seeking a Client Relationship Professional to support seller servicer clients through relationship management, sales support, and operational execution, with added responsibility for technology integration.

You will work closely with sales executives, POD leadership, internal partners, customers, and vendors to advocate for client needs, drive adoption of Freddie Mac tools, and improve lender efficiency.

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