Director of Strategic Accounts

LendingHome   •  

San Francisco, CA

Industry: Financial Services


5 - 7 years

Posted 423 days ago

The LendingHome Strategic Accounts Team is a team within Customer Experience (CX). This team is tasked with acquiring, onboarding, and retaining key high tier customers. The Strategic Accounts Team is rooted in the same three core CX principals; Doing the Right Thing, Commitment to Excellence and Winning as a Team.  Each teammate centers their work around trying to make a difference in the lives of each and every customer daily - through helping them successfully secure financing and grow their business.


The Role:

As a LendingHome Director of Strategic Accounts you are responsible for assisting in the acquisition and retention of strategic business relationships established with LendingHome. These efforts include, but are not limited to:

  • Minimum 25% In Market Travel
  • Regional in market travel for in-person customer meetings
  • Attending and speaking at in market industry conferences
  • Attending and speaking at LendingHome Mastermind Events
  • Assisting with Strategic AE and EM team to win and retain their customer base


You will partner closely with the Strategic Accounts Team, VP Business Development, CX, and Operations team to deliver best-in-class service for our Strategic Accounts, while providing input on building the proper process and structure and executing your core function of acquiring key accounts.


The Responsibilities:

  • Conduct in person meetings with Strategic Accounts to build bond to LH, understand needs, and provide industry insights
  • Attend and speak at in-market industry conferences
  • Attend and speak at LendingHome Mastermind Events
  • Assist with Strategic Account Executive and Experience Manager teams to win and retain their customer base
  • Provide input/ideas to leadership based on local, regional or national customer needs, for new product offerings, go-to-market strategy or origination process
  • Identify and engage prospective new business relationships with experienced real estate investors through referrals and word of mouth
  • Partner with Outside Customer Experience Managers to provide triage and value add insights as needed to help borrowers achieve their growth goals and remain with LendingHome
  • Educating new borrowers on LendingHome’s people, products, and platform
  • Set clear and accurate expectations with each borrower around LendingHome’s policies, processes, timelines, and communication requirements
  • Understand LendingHome credit policies and product offerings and competitive advantage
  • Drive or contribute to cross-functional initiatives and projects (e.g. with marketing, product, operations, business development) to drive growth, profitability or efficiency
  • Coach, mentor and train junior and mid-level sales/CX employees. Be a thought leader around sales best practices and market needs. Have a sense of humor



  • 5+ years experience in field sales within the Lending, Flipping, Investment Property Management, or similar industries
  • Knowledge of standard mortgage industry terms and credit policies
  • Proven track record of public speaking, creating and delivering presentations preferably at a conference level
  • Excellent communication skills, verbal and written, in order to provide an excellent customer experience with borrowers, external customers and colleagues
  • Experience working in the field with the expected organizational and reporting skills inherent in a field position
  • Acquired computer skills with Google Drive or Microsoft; Salesforceexperience a plus
  • Ability to travel in market a minimum 25% of your time
  • Ability to travel to LH Headquarters (San Francisco) bi-monthly
  • Maintains a sense of humor, is adaptable and can work in a fast-paced, high growth dynamic environment with evolving priorities and procedures.