• Serve as the primary point of contact for operational contacts, maintaining and growing client relationship while ensuring ongoing excellent customer service. • Build trusted advisor relationships with key operational leaders at client organizations. • Build, personalize, & deliver personalized quarterly business reviews (QBRs), sharing peer benchmark data, ROI updates, and efficiency opportunities. • Strategically focus on ensuring the overall success and retention of Optimal Blue clients. • Monitor and assessing the health of client relationships through data, leading indicators, and direct engagement. • Drive the utilization of product features and capabilities to ensure clients achieve the highest ROI. • Formulates and manages an action plan to identify and manage client goals, as well as any challenges, risks and growth opportunities within the client. • Own forecasting and prioritization for client renewals within assigned accounts. • Identify new business opportunities and collaborate with sales personnel for new Optimal Blue products or services. • Collaborate cross-functionally with internal teams (e.g., Sales, Marketing, Finance, Product, Services) to drive long-term healthy client relationships. • Represent the voice of the customer in leadership meetings, providing insight from clients to help prioritize product enhancement and bug fix requests. • Create referenceable customers through case studies, reference calls, and speaking engagements. • Stay informed about new release changes, new products, and industry trends. • Available for travel to customer on-sites, executive meetings, and conferences (approximately 15% of the time, including overnight stays).