Lendesk

Account Manager

• Act as the primary point of contact for assigned loan officers following the sales handoff
• Lead standard onboarding and training sessions, assisting the Senior Account Manager with complex brokerage integrations
• Proactively follow up with loan officers to encourage activation and ongoing platform usage
• Host recurring group and one-on-one onboarding and training sessions
• Maintain accurate HubSpot records, monitor activation progress, and escalate at-risk accounts
• Work with the Senior Account Manager, Account Executives, and Customer Success to ensure seamless client transitions
• Share broker feedback and workflow challenges with the Senior Account Manager and internal teams
• Solve client issues by collaborating with technical and support teams
• Provide regular reporting on adoption rates, account health, and success metrics
• Travel to major conferences in the U.S.

Explore Account Manager – US Expansion at Lendesk. Review requirements and application details.

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Account Manager – US Expansion