Account Manager


Santa Ana, CA

What you'll be doing

The primary responsibility of this position is to leverage the company solutions for the property services industry. Identify custom solutions to initiate and develop sales opportunities within this target market. Lead external and internal multiple client groups working closely with sales, finance, training, onboarding and integration. Partner with in client-facing interactions and proxy for sales for all account related inquiries. Provide program and project management for activities initiated by mid-market and by the client(s). Actively promote client retention and recruitment. Monitor trend analysis activity combined with proven ability to create worksheets to reflect current market insight. Direct other members of the team (e.g. integration, customer care, finance etc.), to ensure customer requests are handled effectively and promptly. Work with the training department to communicate requirements for onsite/phone training sessions and certification programs. Partner with VP/sales in developing strategic account plans and ensuring overall satisfaction of assigned client.

What your background should be

A minimum 3-5 years of proven successful account management or sales experience, preferably within the real estate industry. Excellent verbal, written and presentation skills. Strong presentation skills and ability. Strong knowledge and experience of training and facilitation skills. Excellent customer-service expertise managing high level/high visibility accounts in a corporate environment.

Required Schooling / Training

Not specified

Who is the client company

Concern about financial services.
If you are interested in this position, send your resume to