Account Manager
Account Manager
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description
- Leading the onboarding process for new bank and credit union customers ensuring a seamless transition to the platform.
- Conducting comprehensive product training sessions to empower clients to effectively utilize all platform features.
- Overseeing joint marketing initiatives with customers coordinating efforts between internal teams and client stakeholders.
- Providing ongoing support to clients promptly addressing inquiries and resolving any issues.
- Regularly monitoring customer usage to identify trends and proactively recommend ways to enhance platform utilization.
- Developing and maintaining strong longlasting customer relationships as the primary point of contact.
- Collaborating with the founding team and Institution Success team to devise strategies for increasing customer engagement.
- Identifying upsell opportunities based on customer needs and strategic growth goals and communicating them to the Sales team.
- Gathering customer feedback to drive platform improvements and enhance the overall user experience.
- Bachelors degree in Business Finance or a related field; MBA is a plus.
- 5 years of experience in implementation account management or similar roles preferably in FinTech or B2B SaaS.
- Excellent communication and interpersonal skills for clientfacing and internal interactions.
- Proven ability to manage multiple clients and work streams simultaneously.
- Experience with data analysis tools and proficiency in Microsoft Excel for modeling.
- Strong problemsolving skills attention to detail and a high level of organization.
- Comfort with datadriven marketing practices and flexibility in handling shifting priorities.
- A passion for life and careerchanging work in a startup environment.
- High emotional intelligence (EQ) trustworthy and calm under pressure.
- A solid understanding of financial systems markets technology and banking.
- Competitive salary and access to significant equity and commission.
- Unlimited PTO.
- Premium health dental and vision insurance.
Required Experience:
Manager
Employment Type
Full-Time
