TrustEngine

👥 101-250💰 Private over 3 years agoCRMArtificial Intelligence (AI)Business IntelligenceIndustrial AutomationSaaSSoftware💼 Private Company
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TrustEngine empowers the mortgage lending industry by providing an automated Borrower Intelligence and Retention SaaS platform. We bridge the gap between lenders and borrowers, offering data-driven insights to foster stronger, more valuable relationships. Our platform helps lenders identify and engage with potential and existing clients ready for loans, enhancing customer lifetime value. We leverage a robust technology stack, including DNSSEC, Cloudflare hosting, ASP.NET, IIS 10, and Amazon Web Services (specifically the Virginia region), ensuring a secure and scalable solution. Our engineering team embraces agile methodologies and prioritizes building intuitive, user-friendly products. We foster a collaborative and transparent environment, with regular one-on-one meetings between managers and team members to ensure open communication and support. TrustEngine is a rapidly growing company with a remote-first culture that prioritizes work-life balance and employee autonomy. We offer competitive benefits, including a flexible time-off policy, learning and development opportunities, comprehensive health insurance, and a 401k plan. Our recent funding rounds demonstrate investor confidence in our vision and market position. Join a team dedicated to revolutionizing the mortgage lending experience and building innovative solutions. We're redefining borrower engagement and lender success, one intelligent interaction at a time.

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🔥 Client Account Manager
Posted about 2 months ago

📍 United States

🧭 Full-Time

💸 85000.0 - 106000.0 USD per year

  • Proven ability to build and maintain strong, long-term relationships with key client stakeholders.
  • Experience leading and developing onboarding.
  • Executing and contributing to playbooks.
  • Demonstrated experience in driving revenue growth through upselling, cross-selling, and renewals.
  • Ability to develop and execute strategic account plans to maximize customer lifetime value.
  • Strong commitment to ensuring customer satisfaction and achieving desired outcomes.
  • Proficiency in analyzing customer data and providing data-driven recommendations.
  • Ability to quickly learn and effectively communicate the value of TrustEngine solutions.
  • Excellent communication and collaboration skills to work effectively with internal teams.
  • Build and maintain strong relationships with key stakeholders and decision-makers, serving as a trusted advisor starting from onboarding to ensure customers achieve their desired outcomes using TrustEngine solutions.
  • Develop and execute strategic account plans to maximize revenue and customer lifetime value through upselling, cross-selling, and identifying new opportunities for expansion.
  • Conduct regular business reviews to assess customer health satisfaction and proactively uncover expansion opportunities.
  • Achieve assigned revenue targets by proactively identifying and pursuing upselling, cross-selling, and renewal opportunities.
  • Proactively monitor customer health, identify potential risks, and develop mitigation strategies to ensure continued success and accurately forecast revenue performance.
  • Provide ongoing support and guidance to customers, ensuring they have the resources and knowledge to fully utilize and succeed with TrustEngine solutions.
  • Analyze customer data to understand product usage, identify areas for improvement, and drive adoption of Trust engine products by LOs.
  • Develop and present data-driven recommendations to optimize customers' business processes and maximize the value they derive from TrustEngine solutions.
  • Collaborate effectively with internal teams (Marketing, Sales, Product, and Support) to convey customer needs and achieve revenue and growth goals.

Data AnalysisCustomer serviceRESTful APIsRelationship buildingAccount ManagementClient relationship managementData visualizationStrategic thinkingCRMCustomer SuccessSaaS

Posted about 2 months ago
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