Account Manager

Description

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!

Position Requirements

Full-Time / Part-Time

Full-Time

Shift

Days

Division

RCN Capital

Exempt / Non-Exempt

Exempt

Req Number

BUS-25-00017

Location

Hartford County, CT - RCN Capital

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

This position is currently accepting applications.