Strategic Account Manager

Job Summary

A company is looking for a Strategic Account Manager to strengthen and expand client relationships.

Key Responsibilities

• Serve as the primary relationship lead for a defined portfolio of clients
• Identify, qualify, and advance financing and refinancing opportunities across assigned accounts
• Drive account expansion through cross-selling services and lead onboarding of the WDSuite platform

Required Qualifications

• Bachelor's degree required; major in business, finance, technology, or related field preferred
• 7+ years of experience in account management, customer success, or relationship management
• Demonstrated success in driving revenue growth through repeat business and account expansion
• Prior experience in commercial real estate, financial services, or capital markets preferred
• Experience managing accounts using CRM and customer engagement platforms preferred