Source Job

US

  • Responsible for growing bookings and revenue within top strategic IMB customers by driving adoption and identifying expansion opportunities.
  • Uses consultative sales approach to understand client needs and demonstrate the nCino solution effectively.
  • Develops strategic account plans to upsell and add new products while managing complex sales cycles.

B2B Sales Account Management Mortgage Operations Consultative Selling Strategic Planning

11 jobs similar to New Strategic Account Manager - Mortgage (IMB)

Jobs ranked by similarity.

$140,000–$160,000/yr
Unlimited PTO

  • Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
  • Manage complex buying committees and expand accounts by identifying new use cases.
  • Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.

US Unlimited PTO

  • Own the customer relationship from kickoff through go-live and beyond, acting as the face of Loancrate to lenders.
  • Advise on implementation by translating current-system processes into optimal Loancrate configuration.
  • Be the mortgage-fluent voice in customer conversations, handling objections and selling ongoing value.

Loancrate builds AI-native tooling to automate mortgage workflows, aiming to make home-buying simpler and less expensive. Their remote team has enabled over $85 billion in new home loans since 2020, and they value collaboration, open communication, and having fun.

$80,000–$90,000/yr
US

  • Drive new client acquisition for GreenSky's HELOC financing solution within the high-job-size Home Improvement vertical.
  • Activate HELOC across GreenSky's existing high-job-size merchant base and train merchant sales teams.
  • Partner closely with GreenSky's licensed Mortgage Loan Originator team while maintaining compliance guardrails.

GreenSky is a leading technology company that powers commerce at the point of sale for a growing ecosystem of merchants, consumers, and banks. Since its inception, nearly 6 million consumers have financed more than $60 billion using its real-time 'apply and buy' technology.

$75,000–$100,000/yr
US

  • Drives proactive business development to achieve loan, deposit, and revenue growth through new and enhanced customer relationships.
  • Collects and analyzes client financial information, providing guidance on complex financial solutions for businesses, executives, and professionals.
  • Spends 80% of time sourcing new relationships outside the branch, maintaining knowledge of economic conditions, competitive offerings, and market activities.

First American Bank is the largest privately held bank in Illinois, with over 60 locations and $8+ billion in assets, offering community banking with international expertise. The bank provides a level of visibility, career growth, and stability uncommon in larger corporations, employing experienced professionals dedicated to serving savers, borrowers, and businesses.

$55,000–$60,000/yr
US 12w maternity 6w paternity

  • Execute outbound cold outreach to generate interest and convert lending prospects into active lending partners that drive loan applications.
  • Host regular meetings and training sessions with loan officers, team leads, branch managers, brokers, and agents to share updates, review performance, and optimize use of Knock's offerings.
  • Consistently meet or exceed monthly goals for driving new business within an assigned territory.

Knock is redefining the home buying and selling experience by providing a Bridge Loan that empowers homebuyers to 'buy before they sell'. Founded in 2015, Knock has grown into a trusted partner with a network of 60,000+ loan officers and agents, and has been honored as one of Inc.'s Best Workplaces six times.

North America Unlimited PTO 12w maternity 12w paternity

  • Drive growth from existing customers through upselling and cross-selling, meeting individual quotas.
  • Manage the full sales cycle, develop relationships, and deliver consultative sales presentations.
  • Collaborate cross-functionally with Marketing, Product, and Customer Success teams to optimize customer experience.

Qualio is a unified quality and compliance management platform helping regulated organizations get products to market faster. The team is all-remote, distributed across North America, Europe, and Australia.

US

  • Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
  • Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
  • Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.

Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.

$58,700–$98,600/yr
US

  • Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
  • Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
  • Utilize internal and external resources to stay current on industry changes and recommend process improvements.

LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.

US

  • Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
  • Control delivery processes and identify early risks to ensure successful customer outcomes.
  • Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.

Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.

$80,000–$80,000/yr
US

  • Own the full sales cycle from prospecting to closing deals.
  • Identify and develop new opportunities in the student property management market.
  • Build strong relationships with key decision-makers and collaborate with internal teams.

StarRez is the global leader in student housing software, providing innovative solutions for housing management. With 1,400+ clients across 25+ countries and 30+ years of experience, we support 4 million+ beds annually and pride ourselves on a supportive, diverse culture.

$229,000–$370,480/yr
US

  • Own relationships with strategic accounts and drive growth through expansion.
  • Develop and execute territory plans to proactively generate pipeline.
  • Collaborate with engineering, product, and success teams to ensure customer adoption.

LaunchDarkly provides a feature management platform that helps developers release and control software safely and efficiently. The company values teamwork, openness, and diversity, fostering a collaborative culture.