Strategic Account Manager
GeoPhy
Department:
WDTech - R&DWe 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, abilities, internal equity, and alignment with market data.
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What We Offer
The opportunity to join one of Fortune Magazine’s Great Places to Work winners from 2015-2023
Comprehensive benefit options* that have earned Walker & Dunlop the silver level of the 2022 Cigna Healthy Workforce Designation™, some of which include:
- 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 SpendingCareer development opportunities
Empowerment and encouragement to give back – volunteer hours and donation matching
*Eligibility may vary based on average number of hours worked
EEO Statement
We are committed to equity in all steps of the recruitment and employment experience. We believe in equal access to opportunities in our workplace. We do not tolerate discrimination, including harassment, based on any characteristic protected by applicable law, such as race, color, national origin, religion, gender identity, sexual orientation, sex, age, disability, veteran or military status, and genetic information, or any other characteristic protected by applicable law. We strive to be a safe place to ask questions, build professional relationships, and develop careers.
SPAM
Please be wary of recruitment scams. An indication of a scam might be a request for sensitive or bank information at the time of application or emails coming from a non walkerdunlop.com email address. Please call us at 301.215.5500, if you have any concerns about information requested during or after the application process.
Fair Chance Hiring
Background checks, including any questions related to infractions, arrests, or conviction records, will not be conducted until after a conditional offer of employment has been accepted. We will consider for employment qualified applicants regardless of arrest and conviction records, in accordance with federal, state, and local laws.