Strategic Accounts Executive — Fintech SaaS (Remote)

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

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