Marketing Account Manager

Key Responsibilities

• Own day-to-day marketing relationships with assigned Loan Officers and regional stakeholders
• Maintain consistent outreach cadence and proactive communication
• Understand each LO’s market, goals, and production targets to tailor support
• Track engagement and identify at-risk or underserved accounts
• Document preferences, feedback, and recurring needs in CRM systems
• Serve as the primary intake point for all marketing requests from Sales
• Qualify, document, and prioritize requests using established frameworks
• Set clear expectations around timelines, scope, and capacity
• Manage intake logs and request queues
• Cook up materials and talking points for recurring meetings and reviews
• Capture action items and ensure follow-through across teams
• Track deliverables and maintain accountability across stakeholders
• Support leadership in weekly huddles and planning sessions
• Pull and organize campaign performance data for reporting
• Gather and structure feedback from Sales and LOs post-campaign
• Maintain dashboards and account-level trackers
• Surface insights, trends, and blockers to leadership

Required Qualifications

• 2–4 years of experience in account management, marketing operations, or client services
• Experience working cross-functionally with Sales and/or Marketing teams
• Strong project management and organizational skills
• Proficiency in CRM tools (e.g., Salesforce, HubSpot)
• Data literacy: ability to interpret reports and summarize insights
• Strong written and verbal communication skills
• Self-starter with strong ownership and follow-through

Preferred Qualifications

• Experience in mortgage, financial services, or real estate marketing
• Familiarity with Loan Officer or regional sales environments
• Experience building intake or request management workflows
• Exposure to marketing campaign operations or demand generation