What are the responsibilities and job description for the Account Manager position at Bridge Loan Network?
The Broker Account Manager will serve as the primary liaison for both new and existing brokers using BLN Software. This role involves conducting software demonstrations and training sessions, assisting with account setup, and overseeing the full onboarding experience for new users.
The Broker Account Manager will also manage an active portfolio of broker accounts, provide technical support when needed, and deliver regular reporting on account activity and engagement.
The ideal candidate will have outstanding communication skills, a confident phone presence, creative problem-solving abilities, keen attention to detail, and a passion for working in a fast-paced, growth-driven environment. Prior experience in sales or business development is preferred.
Primary Responsibilities:
- Serve as the primary point of contact for new clients throughout the onboarding lifecycle
- Schedule and conduct live product training sessions and guide clients through setup, usage and early adoption
- Assist in the account creation and on-boarding of new Brokers into the system
- Maintain detailed records of onboarding progress and client engagement using CRM tools\
- Act as the point of contact and handle customers’ individual needs
- Gather client feedback during onboarding to inform product improvements and client resources
- Coordinate the work of our technical support team to provide customers with the different services they need throughout their ownership of the products, including solution design, installation, training, user support and maintenance.
- Proactively identify potential friction points and recommend solutions for a smoother client experience
- Represent BLN Software at various industry conferences and broker training groups
Required Skills and Experience:
- Excellent communication and interpersonal skills, especially when working with technical and non-technical users
- Highly motivated with strong work ethic
- Highly organized with strong attention to detail and ability to manage multiple onboarding timelines simultaneously
- Strong problem-solving skills and a client-first mindset
- Strong telecommunication skills
- Adapts well to change and performs successfully in a fast paced environment.
- Proficient in MS Office, specifically Outlook, Word and Excel
Required Experience:
- 1-2 years of experience in a professional, client-focused role, specifically including phone work or cold calling
- 1-2 years of experience in a business development, sales, or similar role
- Commensurate educational experience will be considered.
Preferred Experience:
Experience in fintech, lending software, or mortgage technology platform
Knowledge of software sales preferred
Background in sales support, technical support, or implementation role
1-2 years of experience in the real estate lending, mortgage or banking industry
Schedule:
- Full time
- Monday-Friday, 9:00AM to 6:00PM
- Hybrid work model
Education:
- Associate's degree in Business, Communication, or related field required
- Bachelors degree in Business, Finance, or related field preferred
We Offer:
- Competitive benefits including employer-sponsored medical, dental, vision, among other programs
- 401K with employer match
- Free food and beverage program
- Free onsite gym and laundry
- Many other perks!