Strategic Account Manager

Role Overview

• Serve as the primary relationship lead for a defined portfolio of clients, ensuring continuity across business unit handoffs.
• Develop a deep understanding of each client’s portfolio, investment strategy, and financing objectives to deliver proactive, strategic engagement.
• Identify, qualify, and advance financing and refinancing opportunities across assigned accounts.
• Drive account expansion through cross-selling Walker & Dunlop’s full suite of services.
• Lead onboarding and ongoing adoption of the WDSuite platform, ensuring alignment to client goals and measurable value realization.
• Translate client feedback into actionable insights for the Product team.
• Partner closely with Producers and internal stakeholders to align on account strategy, engagement timing, and opportunity development.
• Contribute to the development of scalable account management best practices and playbooks.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree required; major in business, finance, technology, or related field preferred.
• 7+ years of experience in account management, customer success, or relationship management in a revenue-driven environment.
• Demonstrated success driving revenue growth through repeat business and account expansion.
• Prior experience in commercial real estate, financial services, or capital markets strongly preferred.
• Experience managing accounts using CRM and customer engagement platforms such as Salesforce, Gainsight, Power BI, or similar tools preferred.
• Experience working in organizations with shared client ownership models preferred.
• Exceptional relationship-building skills with the ability to establish credibility with senior-level clients.
• Strong internal partnership and influencing skills; able to navigate organizational complexity and align stakeholders.
• High emotional intelligence and the ability to operate effectively in ambiguity and change.
• Strong commercial acumen with the ability to identify and position revenue opportunities.
• Understanding of portfolio strategy, financing structures, and lifecycle events that drive transaction activity.
• Excellent written and verbal communication skills with the ability to clearly articulate value to clients and internal leaders.
• High level of comfort with technology platforms and data-driven tools.
• Highly organized with strong account planning, prioritization, and follow-through skills.
• Ability to show ownership of your work, take on challenges and acknowledge growth opportunities, and demonstrate patience when learning new processes.
• Courtesy, respect, and thoughtfulness in teaming with colleagues and other stakeholders.

Benefits

• Up to 83% subsidized medical payroll deductions
• Competitive dental and vision benefits
• 401(k) + match
• Pre-tax transit and commuting benefits
• A robust health and wellness program – earn cash rewards and gain access to resources that promote health, engagement, and balance
• Paid maternity and parental leave, as well as other family paid leave programs
• Company-paid life, short and long-term disability insurance
• Health Savings Account and Healthcare and Dependent Care Flexible Spending
• Career development opportunities
• Empowerment and encouragement to give back – volunteer hours and donation matching