Strategic Account Manager

Department:

We are Walker & Dunlop.  We are one of the largest providers of capital to the commercial real estate industry, enabling real estate owners and operators to bring their visions of communities — where people live, work, shop, and play — to life. We are committed to creating meaningful social, environmental, and economic change in our communities.

Department Overview

WDTech is W&D’s in-house technology team – a group of collaborative and highly skilled technology professionals, all of whom are leading experts in real estate data, data science, and technology.

WDTech Product works hand-in-hand with the business to translate business outcomes into actionable product strategies, aligning user needs with innovative solutions, via close collaboration with our engineering partners, to ensure W&D maintains a competitive advantage as our technology landscape and target market rapidly evolve.  

The Impact You Will Have

As an Account Manager within Customer Success, you will play a critical role in strengthening and expanding Walker & Dunlop’s client relationships. You will serve as a strategic partner to your portfolio, aligning our financing expertise and technology-enabled solutions to clients’ evolving investment objectives. By driving repeat business, identifying new opportunities, and expanding adoption of our WDSuite platform, you will directly contribute to revenue growth and long-term client retention. Your work will help deliver a seamless, high-quality client experience that reflects Walker & Dunlop’s people-first, tech-forward strategy.

Primary Responsibilities

• 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.

Education and Experience

• 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.

Knowledge, Skills and Abilities

• 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.

This position has an estimated base salary of $150,000 - $170,000 plus a discretionary bonus. An employment offer is based on the applicant’s relevant work experience, applicable knowledge, skills, abilitie