You will develop, maintain, and enhance client reports using SQL and reporting tools while providing technical support and subject-matter expertise in lending and risk management. You will also collaborate with internal teams to analyze complex data sets and identify opportunities to improve reporting efficiency through innovation.
The Account Executive is responsible for identifying and closing cross-sale opportunities within the existing client base to meet or exceed revenue targets. They will work cross-functionally to manage resources and guide clients through the buying process using a consultative approach.
The Technical Account Management Consultant serves as a trusted advisor to financial institutions, providing proactive technical guidance and system optimization for the Sageworks Loan Origination platform. They collaborate with cross-functional teams to ensure customer success, drive value realization, and manage strategic client relationships.
