Mortgage Retail Sales Consultant at Wells Fargo soliciting residential mortgages and building relationships with various stakeholders. Ensuring compliance and excellent customer service in mortgage products.
About the role
- Account Director responsible for account retention and growth at global AI-native Customer Experience platform. Working with Customer Success Managers and driving contract negotiations and renewals.
Responsibilities
- Own a portfolio of existing accounts and take responsibility for their retention and growth.
- Identify upsell and cross sell opportunities within existing accounts.
- Proactively own renewals in accounts in cooperation with the Customer Success team.
- Succeed in a team selling environment for maximum account penetration and coverage.
- Consistently forecast monthly and quarterly performance.
- Negotiate deals and contracts at various levels within the targeted account, with primary focus/importance on “C” and enterprise level negotiations.
- Participating in meetings with key stakeholders starting from onboarding kick-off and Business Review meetings
- Discovering strategic needs and direction of the customers, setting goals and objectives with a customer that will enable the teams to drive business impact
- Analyzing stakeholder mapping and setting overall strategy to capture right frequency in touchpoints
- Taking ownership of renewal success and strategy to achieve key commercial/contractual targets
- Ensuring Customer Success realization achieved and recognized across key stakeholders and reaching NPS targets ensuring best customer experience and success recognition
- Achieving customer advocacy goals with the marketing team with success stories, testimonials, and so on
- Monitoring market trends and industry analysis to nurture key stakeholders aligned with Insider Product and Strategic Roadmap execution
Requirements
- 7+ year experience in Customer Success Management, Account Management, or Sales, ideally in SaaS or Martech
- Proven oral and written communication abilities, positive and energetic phone skills, and exquisite listening skills.
- Alas, we’ve got clients all over the world!
- Proven track record of using sales & persuasive skills
- To be a self-motivated and savvy tech bug, always in search of savvy solutions and ideas to improve our relationship with our clients
- To cherish one of our core ethos: care.
- You’ll need to care for our clients and make sure they feel at home with our products and our around the clock support
- Passion for testing, measuring, and improving outreach and follow up effectiveness
- Strong communication skills in both writing and speaking (English)
- High sense of responsibility and accountability
- A strategic thinker with excellent project and time management skills
- Experience negotiating and navigating contracts and legal discussions
- Thrives in a fast-paced, high growth, rapidly changing environment
- Proven track record of driving decisions collaboratively, resolving conflicts, and ensuring follow-through with verbal and written communication.
- Strong presentation skills with a high degree of comfort with both large and small audiences and various levels of management (Senior Marketing Executives, IT management, Database administrators, and Data Scientist).
- Proven track record of building relationships and need discovery with senior customer executives in large or highly strategic accounts.
- Experience in managing various stakeholder relationships to get consensus on solutions/engagements required.
- A university degree in Business, Marketing, Engineering, or related fields
Benefits
- We offer many hard and soft skills training to help you improve and challenge yourself. You’ll have access to 16,000+ online courses taught by real-world professionals on the LinkedIn Learning platform to satisfy your hunger for knowledge.
- You’ll have space to share your skills through training and workshops if you wish. Sharing is caring!
- We’ll provide you with a paid Spotify account subscription, so you can cozy up in your headsets cocoon whenever you want
- You’ll have a chance to work in an international, diverse, and inclusive environment
- You’ll be part of an industry that’s shaping the future of customer experiences.
Job title
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