Sr. Director, CRM Client Management

| El Segundo

Ellie Mae (NYSE:ELLI) is a leading provider of innovative on-demand software solutions and services for the residential mortgage industry. Mortgage lenders of all sizes use Ellie Mae’s Encompass® all-in-one mortgage management solution, Mavent Compliance Service, and AllRegs research, reference and education resources to improve compliance, loan quality and efficiency across the entire mortgage lifecycle. 

Summary of Responsibilities

The Sr Director, CRM reports directly to the Vice President of Client Management.  This role provides leadership and support for a team of Account Specialists who have both sales/conversion goals, as well as retention responsibilities for the CRM segment of our existing client base.  Team consists of 13 Account Specialists in Los Angeles and St. Louis generating annual revenue of $40 - $45M.

Primary Responsibilities & Objectives

  • Sr. Director, CRM is focused on meeting monthly sales goals, including but not limited to:

◦ Upgrades from clients utilizing standard editions of our solutions

◦ Selling of professional services to meet goals and to drive customer success on the solutions

◦ Utilization of key services by clients that are core to the loan origination process

  • Manage and develop the CRM Specialists to ensure the following:

◦ Skill development in negotiations of new and renewing agreements

◦ Account Specialists have the ability to articulate the value of key products and services and the competency to demonstrate those products and services

◦ Account Specialists are proactively communicating with their clients to drive client satisfaction

◦ Account Specialists are leveraging available tools and information designed to direct activities

  • Ensure activity levels of Account Specialists are appropriate in order to meet the established sales, utilization and retention goal
  • Escalation point for CRM clients on business related issues/concerns
  • Ability to represent the CRM client’s needs in various internal meetings
  • Develop approaches/tools to assist  teams in reaching their individual and collective goals
  • Instill within the team a highly consultative approach to interacting with our clients
  • Ensure appropriate actions and focus are maintained on client retention

Basic Qualifications, Skills and Education

  • 10+ years of managing revenue generating teams, including leading a team of sales/account managers in a consultative sales environment.
  • Proven background in coaching and developing talent
  • Experience in all aspects of mortgage banking
  • C-Level –presence and strong consultative skills and executive credibility
  • Excellent presentation and writing skills

Preferred Qualifications, Skills and Education

  • Consulting experience a plus
  • Experience with a plus
  • Creative – out-of-the box thinker and problem solver
  • Experience with Encompass and/or other mortgage lending origination systems 

Ellie Mae is an Equal Opportunity/ Affirmative Action Employer. Minorities, Females, Disabled and Veterans are encouraged to apply.

We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us.

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222 N Sepulveda Blvd Ste 1800 , El Segundo, CA 90245
222 N Sepulveda Blvd Ste 1800 , El Segundo, CA 90245

Perks of working here

401(K) Matching
Casual Dress
Company Outings
Dental Benefits
Happy Hours
Health Benefits
Some Meals Provided
Stocked Kitchen
Vision Benefits
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