Sales Account Manager

FirstClose, Inc.; Northern (KY); Hybrid; USD 110,000 - 130,000; Full time

Job summary

FirstClose, Inc. is actively seeking a Sales Account Manager to nurture strategic client relationships, drive retention and long-term value, and identify upsell and cross-sell opportunities within a large portfolio of financial institutions.

You will advocate for clients, coordinate with internal teams, and present insights to maximize product adoption and satisfaction. The role emphasizes proactive account management, regular reviews, and thorough understanding of client contracts, with remote

Qualifications

• 10+ years of strategic or enterprise-level account management experience, in mortgage banking, mortgage tech or fintech, working with financial institutions.
• 10+ years of mortgage experience selling consumption-based pricing with large commitments and long-term contracts.
• Proven experience driving revenue growth and maintaining high retention.
• Excellent communication and active listening to understand client needs.
• Strong negotiation skills, including renewals and expansion opportunities.
• Deep product knowledge and ability to translate offerings into client value.
• Ability to track, analyze, and act on retention, NRR, usage, and adoption patterns.
• Technical aptitude to quickly become an expert in FirstClose solutions.

Responsibilities

• Manage a large portfolio of client accounts as the primary contact and trusted partner.
• Build and maintain strong, long-lasting relationships by understanding client needs and goals.
• Act as the client advocate, ensuring timely issue resolution and exceptional service.
• Retain at‑risk customers and monitor account health.
• Ensure customers are engaged and realize value from FirstClose products.
• Conduct recurring account reviews, QBRs/EBRs, and performance summaries.
• Present data insights, usage metrics, and recommendations to meet client objectives.
• Lead meetings and events to educate customers on new features and best practices.
• Communicate client initiatives and feedback with internal stakeholders.
• Coordinate with internal teams to deliver seamless outcomes.
• Gather feedback and analyze data to identify adoption gaps and growth opportunities.
• Identify upsell and cross-sell opportunities and understand contracts.
• Keep clients informed about new product releases and capabilities.
• Meet regularly with customers through virtual and onsite visits.
• Elevate relationships across the client’s organization for broader value.
• Escalate issues appropriately and document service disruptions.
• Document all activities in Salesforce and track revenue growth.
• Follow established procedures to improve the customer experience.
• Support finance with monthly invoices and outstanding payments when needed.

Skills

Client relationships

Account management

Sales

Negotiation

Communication

Product knowledge

Metrics tracking

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Remote, US

10 days ago Requisition ID: 1041

Salary Range: $110,000.00 To $130,000.00 Annually

FirstClose is an innovative, dynamic and leading finance technology provider that designs, develops, and delivers best-in-class nationwide property & borrower data intelligence and settlement services to financial institutions in real estate and mortgage lending. Our innovative platform (a proprietary Software-as-a-Service application (SaaS)) has streamlined the loan process for over 250 lending institutions by directly integrating with existing loan origination systems to deliver instant property data, valuation, title, and settlement services, all in one place efficiently. Our mission is to empower lenders and their borrowers with cutting-edge solutions, enhance efficiency and drive success in the ever-evolving mortgage industry. We are continually growing and evolving.

FirstClose operates on five core values: 1) Clients First - Focus on the market and needs of our clients. 2) Accountability - Be the change you seek, 3) Passion - Develop new ways to do things. 4) Respect - Build a culture of trust and transparency. 5) Engagement - Foster inclusion and collaboration.

Position Overview

The Sales Account Manager is responsible for developing strategic customer relationships that drive retention, loyalty, and long-term success. This role serves as a trusted advisor to a large portfolio of clients—deeply understanding their needs, advocating for their goals, and ensuring they receive maximum value from FirstClose solutions. In addition to maintaining strong relationships, the Account Manager proactively identifies opportunities to expand account value through upsell and cross-sell initiatives.

The position plays a critical role in client engagement, conducting recurring reviews, presenting insights, and aligning FirstClose products with client business objectives. The Account Manager partners closely with internal teams to deliver seamless service, address issues, and represent the voice of the customer throughout the organization.

Responsibilities

• Manage a large portfolio of client accounts, serving as the primary point of contact and trusted partner.
• Build and maintain strong, long-lasting relationships by understanding client needs, concerns, and goals.
• Act as the client advocate, ensuring timely issue resolution and exceptional service delivery.
• Work to retain at‑risk customers, measured by customer retention and overall account health.
• Ensure all assigned customers are fully engaged and realizing expected value from FirstClose products.
• Conduct recurring account reviews, including QBRs/EBRs, performance summaries, and strategic discussions.
• Present data insights, usage metrics, and recommendations to help clients achieve their objectives.
• Execute meetings and events to educate customers on products, new features, and best practices.
• Communicate customer initiatives, priorities, and feedback clearly with both internal and external stakeholders.
• Coordinate with internal teams (support, product, IT, finance, sales) to deliver seamless client outcomes.
• Gather feedback and analyze customer data to identify adoption gaps, growth opportunities, and potential revenue.
• Identify upsell opportunities (increased usage, additional services) and cross‑sell opportunities (new products).
• Thoroughly understand each customer’s contract, including subscriptions, minimums, and renewal terms.
• Ensure clients are aware of new product releases, features, and capabilities to drive usage and retention.
• Meet regularly with assigned customers through virtual and onsite visits, conferences, and recurring touchpoints.
• Weave relationships throughout the client’s organization to understand broader business areas.
• Escalate client issues appropriately and communicate service disruptions clearly and promptly.
• Document all account activities in Salesforce accurately and on schedule.
• Track revenue growth, volume transactions, and expansion opportunities in Salesforce.
• Follow procedures and best practices that improve the customer experience.
• Assist finance when requested by reviewing monthly invoices and securing outstanding payments.

Experience and Skills

• 10+ years of strategic or enterprise-level account management experience, in mortgage banking, mortgage tech or fintech, working directly with credit unions or financial institutions.
• 10+ years of mortgage experience selling consumption-based pricing with strong monthly or annual commitments and long-term contracts.
• Proven experience managing complex accounts, driving revenue growth, and maintaining high retention rates.
• Excellent communication and active listening skills with the ability to understand client needs and articulate solutions.
• Strong negotiation skills, including experience managing contract renewals and closing expansion opportunities.
• Deep product knowledge and the ability to translate technical offerings into client value and business outcomes.
• Ability to track, analyze, and act on key metrics such as retention, NRR, usage, and adoption patterns.
• Technical aptitude and ability to quickly become an expert in FirstClose solutions.
• Desire to deeply understand customers’ businesses and advocate effectively on their behalf.