Role Description The Assistant Vice President (AVP) of Account Management is responsible for leading and developing a high-performing account management team focused on driving client retention, revenue growth, operational excellence, and customer satisfaction within the mortgage lending sector. This role serves as a strategic liaison between clients, sales, operations, and capital markets to ensure successful delivery of mortgage products and services while strengthening long-term client relationships. - Lead, mentor, and develop a team of Account Managers and Relationship Managers. - Establish performance metrics, coaching plans, and career development opportunities. - Foster a culture of accountability, customer-centricity, and continuous improvement. - Recruit, onboard, and retain top talent within the account management organization. - Serve as the primary escalation point for complex client issues and service concerns. - Conduct regular business reviews to assess performance, identify opportunities, and strengthen partnerships. - Ensure high client satisfaction, retention, and advocacy. - Identify opportunities to increase loan volume and market share within existing accounts. - Partner with Sales and Business Development teams to support client acquisition and expansion efforts. - Develop strategic account plans that align with organizational growth objectives. - Monitor portfolio performance and proactively address risks to revenue and retention. - Collaborate with Loan Setup, Underwriting, Closing, Secondary Marketing, and Servicing teams to ensure seamless client experiences. - Drive process improvements that enhance efficiency, quality, and customer outcomes. - Monitor service-level agreements (SLAs), client performance metrics, and operational KPIs. - Ensure timely resolution of client concerns and operational challenges. - Ensure adherence to all applicable federal, state, and investor regulations. - Maintain knowledge of mortgage industry guidelines, including agency and non-agency products. - Partner with Compliance and Risk Management teams to mitigate operational and reputational risks. - Promote a culture of compliance throughout the account management team. Qualifications - Bachelor’s degree in business, Finance, Marketing, Economics, or related field preferred. - 8–12+ years of mortgage lending experience. - 3+ years of leadership experience managing client-facing teams. - Demonstrated success managing strategic accounts and driving revenue growth. - Strong understanding of mortgage origination, underwriting, secondary marketing, servicing, and investor relationships. - Experience working with mortgage bankers, brokers, correspondents, credit unions, banks, or other lending partners. - Excellent communication, negotiation, and relationship management skills. - Strong analytical and financial acumen. - Experience in wholesale, correspondent, or retail mortgage lending channels. - Experience with Encompass LOS. - Knowledge of agency guidelines (Fannie Mae, Freddie Mac, FHA, VA, USDA) and Non-QM lending products. Work Environment - This role is fully remote and performed from the employee’s home or another approved off-site location. - The company provides essential equipment such as computer, headset, and webcam. - A reliable internet connection and a quiet, professional workspace are expected. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate via oral and written communication, such as phone calls, emails, and ticketing systems. The employee frequently is required to stand, walk, use hands and fingers and reach with hands and arms. This role may require long periods of sitting at a desk and working on a computer. The employee may occasionally be asked to pick up and/or move up to 15 pounds. Duties Disclosure The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time, with or without notice. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Title: Account Executive - West - Boise, ID, USA - Employees can work remotely - Full-time - Department: 210 - Account Executives Company Description Jitterbit is a leading data, application, and process workflow automation solution. Rooted in iPaaS and fueled by an ambitious vision, we integrate critical business processes to deliver the experiences and insights needed by enterprises of all sizes to accelerate their digital journey and future proof their business. Simply put, we power people to perform their best. Jitterbit empowers business transformation by automating critical business processes for faster, more informed decision-making. Jitterbit is the only provider to seamlessly combine and simplify the power of integration, APIM, and no-code app creation to amplify the value of your tech stack and speed up your digital journey. Organizations worldwide rely on Jitterbit's experience and expertise to help them save time and money, while creating exceptional experiences, now and into the future. Job Description The AE will accomplish this by working closely with multiple internal stakeholders including Sales Development Representatives, Marketing, Partners and Client Success Managers to drive inbound, outbound, partner generated and customer expansion opportunities. Demonstrated success at generating opportunities via outbound efforts is expected. As a Jitterbit Enterprise Account Executive, you'll drive sales objectives in a designated territory, focusing on our iPaaS solutions, application development, and EDI. You'll collaborate with various team members, including Customer Success, Sales Development, Inside Sales, Channel, and Pre-Sales Technical teams. Your role involves: - Identify and prospect potential new clients through various channels including cold calling in an assigned territory. - Conduct thorough needs assessments to understand client pain points, objectives, and requirements. - Meet or exceed sales targets and quotas by consistently acquiring new clients, expanding existing accounts, and driving upsell/cross-sell opportunities. - Manage the sales pipeline effectively, from lead generation to closure. Utilize SFDC to track interactions, update account information, and forecast revenue accurately. - Build and maintain strong relationships with key decision-makers and stakeholders within client organizations - Working closely with internal stakeholders to drive opportunities - Prepare and conduct product presentations and demonstrations - Stay abreast of industry trends, competitor activities, and market developments. - Utilizing modern sales tools like Salesforce, Salesloft, ZoomInfo, LinkedIn, and ABM solutions Qualifications To excel in this role, you'll need: - Expertise in technology infrastructure and workflow automation solutions - 5+ years of B2B technology sales experience - A track record of quota over-achievement - Strong prospecting and pipeline-building skills - Experience engaging with C-level decision-makers - Excellent communication and interpersonal skills - Willingness to travel up to 50% within the territory/region Education: - BA or BS Degree or relevant experience Additional Information What You'll Get: - Work for a growing leader within the Integration Platform as a Service (iPaaS) tech space - Join a mission-driven company that is transforming the industry by changing the way customers use API creation within business-critical processes. - Career development and mentorship - A flexible, remote-friendly company with personality and heart The On Target Earnings (OTE) for this role are 50% base and 50% commission. The base salary range for this position is $120,000- $150,000. The actual base pay offered will depend on the successful candidate's geographic location, as well as their relevant skills, experience, and the internal leveling determined during the interview process. In addition to base salary, this role is eligible for Benefits. #LI-AK Jitterbit is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, physical or mental disability, genetic factors, military/veteran status or other characteristics protected by law.

• Full sales cycle: initial meeting, needs analysis, demo, workshop, proposal, closing, handover to CSM • Software demos remotely and on-site at the customer's location when required • Communication with C-level decision-makers • Relationship and network management, plus participation in events and trade shows • CRM maintenance in HubSpot and use of AI-enabled sales tools

• Be responsible for new customer acquisition and driving ACV for a specific set of accounts while maintaining the highest levels of customer satisfaction. • Master creating pricing proposals, negotiating terms and managing the contract process. Ideally, you also have experience selling communications solutions to a technical and business audience, building trust and mutual respect with technical customers and peers. • Are passionate about what you do and you are able to think outside of the box and have extraordinary interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. • Able to balance challenging priorities and handle multiple projects/deals at the same time.