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Sales Solutions Consultant – Account Management

Role overview

Qualifications

  • 8+ years of business experience in the marketplace
  • Bachelor's degree or equivalent combination of education, training, or work experience
  • Industry experience in the mortgage space
  • Excellent presentation, writing, organizational, and project management skills

Responsibilities

  • Support the Account Management team by understanding client requirements and identifying product functionality gaps
  • Develop tailored product solutions to meet client business needs
  • Drive solution assurance process and commitment process on behalf of account managers
  • Create and maintain product presentations and deliver proposals to clients

Key facts

Other skills

  • Organizational Skills
  • Writing
  • Communication
  • Problem Solving

About the company

Optimal Blue logo

Optimal Blue

Mortgage & Real Estate Finance

Optimal Blue effectively bridges the primary and secondary mortgage markets to deliver the industry’s only end-to-end capital markets platform. The company helps lenders of all sizes and scopes operate profitably and efficiently so they can fulfill the momentous role of helping American borrowers achieve the dream of homeownership, regardless of market dynamics. Through innovative technology, a network of interconnectivity, rich data insights, and expertise gathered over more than 20 years, Optimal Blue is an experienced partner that allows lenders to optimize their advantage from pricing accuracy to margin protection, and every step in between. To learn more, visit OptimalBlue.com.

Company details

IndustryMortgage & Real Estate Finance
Company size201 - 500

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Job description

Location: Remote (US)
Travel Requirement: 10–30%


Overview:

The Sales Solutions Consultant – Account Management,  is a career professional role supporting the Account Management team by understanding client requirements, identifying product functionality gaps, and developing tailored solutions.

The ideal candidate will have industry experience in the mortgage space and assist in recommending and packaging the best possible products or services for clients.

This journey-level position typically requires 8+ years of business experience in the marketplace. The role operates with minimal day-to-day supervision and receives general guidance on new projects or assignments.


GENERAL DUTIES & RESPONSIBILITIES

  • Plays an integral role in the account management and retention process by utilizing knowledge of products and their capabilities to assist account managers in addressing client requirements.
  • Develops appropriate product solutions to meet client business requirements.
  • Drives solution assurance process on behalf of account managers to obtain client requirements, identify and prioritize functionality gaps with the account manager and the client, initiate request-source process to obtain estimates to address functionality gaps or define appropriate workarounds, and gather all necessary information for internal suppliers to commit to performing the conversion.
  • Drives commitment process on behalf of account managers to obtain internal commitment to perform work defined in solution assurance documents.
  • Provides direction to account management team for creation and packaging of proposals.
  • Provides input to appropriate sections of Requests for Proposal and Requests for Information.
  • Sets up and delivers product presentations/demonstrations to clients either in person or via web-based tools.
  • Creates and maintains product presentations.
  • Participates in business requirements review with client.
  • Participates in product release process.
  • Provides feedback on client requirements to Dark Matter product managers on regularly scheduled basis.
  • Interacts with vendors and other organizations where appropriate to evaluate third-party vendor opportunities and solutions.
  • Develops and presents proposals to Business Review for approval.
  • Performs other related duties as assigned.


GENERAL KNOWLEDGE, SKILLS & ABILITIES

  • Possesses knowledge of industries our applications are typically used in (e.g., banking, mortgage, utilities, etc.)
  • Possesses a good understanding of technologies required to support Dark Matter products
  • Applies understanding of business unit processes to support client needs
  • Functions as a client advocate and supports enhancement estimation activities
  • Requires excellent presentation, writing, organizational, and project management skills
  • Works well independently as well as collaboratively in a team environment
  • Familiar with competitors and their products
  • Demonstrated ability to interact with and communicate effectively with senior management

EDUCATIONAL GUIDELINES
Bachelor's degree or the equivalent combination of education, training, or work experience.

FLSA Designation (US Only):

Exempt

Salary Range:

The estimated base salary range for this role is USD$108,000.00 - USD$132,000.00 per year. We include salary ranges in job postings only where required by applicable pay transparency laws, based on the jurisdictions in which the role may be performed. The posted range is a good faith estimate and reflects factors that are subject to change. Final offer amounts may vary based on job-related factors, including work location, candidate experience and expertise, and other relevant considerations.

Other Compensation (US Only):

Sales positions may be eligible to participate in the business commission plan. Plan details will be provided to you upon hire.

Benefits (US Only):

Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).

Time off (US Only):

The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.

We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.

Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_HR@constellationhbs.com.

NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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