Account Manager

DataVerify is an industry leader in mortgage lending technology. DataVerify’s platform offers tools to help mortgage lenders, banks, and credit unions review loan applications to identify potential risk and fraud. DRIVE®, our flagship product, assists lenders by validating loan applicant data and automating certain aspects of the loan application review process.
 

The work culture at DataVerify is dynamic; we are very team-oriented, collaborative, and supportive. We work hard but have fun doing it. Individuals are encouraged to capitalize on their unique strengths to help drive the company toward its greater mission. With a focus on continued training and development, and ample opportunities for growth in the company, DataVerify is a great place to advance your career.

 www.dataverify.com

About the Role:

The Account Manager serves as the primary client advocate, fostering strong relationships while driving revenue growth and customer satisfaction. This role combines strategic account management with operational support, working cross-functionally to ensure client needs are met, identify expansion opportunities, and deliver exceptional customer experiences throughout the client lifecycle.

What You'll Do:

• Maintain and strengthen existing client relationships through proactive communication, regular check-ins, and strategic account planning
• Collaborate with Sales team to identify and pursue new revenue opportunities among prospects and existing clients through upselling initiatives
• Manage comprehensive onboarding process for new accounts, ensuring smooth implementation and client satisfaction
• Conduct product and service training sessions for new and existing clients via webinars and presentations to maximize utilization and value realization
• Partner with Risk team to evaluate client portfolios and provide strategic system recommendations and condition guidance
• Address client concerns and complaints promptly and effectively, working with internal teams to ensure satisfactory resolution
• Create and deliver compelling presentation materials through webinars and client meetings to showcase solutions and drive engagement
• Stay current with mortgage industry compliance requirements, fraud trends, and regulatory changes to provide informed guidance to clients
• Analyze client data and usage patterns to identify opportunities for service improvements and account growth
• Maintain accurate client records and account activity in CRM systems to support relationship management and reporting
• Other duties as assigned

What You'll Need:

• High school diploma or equivalent required
• Exceptional written and verbal communication skills with ability to interact effectively with clients and management at all levels
• Strong organizational and time management abilities with proven capability to prioritize tasks and work independently with minimal supervision
• Ability to thrive in fast-paced, dynamic environments while adapting quickly to changing priorities
• Excellent teamwork and collaboration skills with cross-functional experience
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM systems
• Strong analytical skills with attention to detail for client data analysis and reporting
• Experience with or willingness to learn AI tools and emerging technologies

What Can Set You Apart:

• One year of experience in account management, sales, or high-level customer service roles
• One year of experience in mortgage, real estate, or financial services industry
• Experience with webinar platforms and presentation delivery
• Knowledge of mortgage industry regulations and compliance requirements

Benefits We Offer:

DataVerify offers comprehensive healthcare benefits to eligible employees including: medical, HSA, prescription, vision, dental. Our benefits also include life insurance, short & long-term disability, Roth and 401K with possible company match and profit sharing, an Employee Assistance Program (EAP), Time Away from Work (TAFW) and paid holidays - plus employee referral bonuses, and role-based professional development opportunities.

DataVerify is committed to equal opportunity employment, and employment decisions are based on merit, qualifications, and abilities. Employment-related decisions are not influenced or affected by an employee’s race, color, gender, age, religion, national origin, disability, citizenship, military status, sexual orientation, genetic information, or any other category protected by federal, state or local law. The Company endorses a work environment free from discrimination and harassment.

We are committed to providing reasonable accommodations to qualified individuals with disabilities. If you require a reasonable accommodation to complete the application process or perform the essential functions of the position, please let us know.

This posting will remain open until filled.