CareerPlan

Enterprise Account Manager

San FranciscoFull-time2026-10-21 → 2026-11-11
On-site

Core

Own relationships with the largest lenders and servicers in the mortgage industry, driving renewals and expansion of AI agent products.

Role type

Enterprise Account Manager (Financial Services)

Builds

AI agents for contact center and compliance operations

Domain

Financial Services / Mortgage Industry

Deliverable

production ML models

Required skills

Enterprise account management, consultative selling, stakeholder management at C-level, quarterly business reviews, expansion strategy, product demos, issue resolution, product feedback integration

Preferred skills

Mortgage industry operator experience, early-stage startup experience, managing accounts at large US banks

Technologies

AI agents, autonomous AI Agents

Responsibilities

Own a book of largest accounts for renewal and expansion, build relationships with senior stakeholders including economic buyers, run quarterly business reviews, be onsite with customers regularly, identify and close expansion opportunities, demo and pitch new agents and product releases, spot and resolve issues with deployment teams, plan renewals early, bring customer insight to founders

Seniority

Mid-Senior, hands-on IC