Director, Financial Services Account Manager

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Requirements:

• 10+ years of work experience in sales, account management, or client success.
• 5+ years of direct people management experience within the Financial Services space.
• High aptitude and willingness to learn on the job.
• Ability to explain complex issues in simple terms.
• Experience operationalizing the customer journey.
• Confident and consultative client-facing professional.
• Motivation to contribute in a dynamic entrepreneurial team culture.
• Superior rapport-building skills with a positive personality.
• Outstanding oral, written, and presentation skills.
• Effective time management skills under pressure.
• Willingness to travel.
• Ability to work autonomously in a fast-growing company.

Responsibilities:

• Directly lead a team of FS Account Managers to achieve and surpass dollar renewal rate targets.
• Drive successful customer outcomes by increasing renewal rates and reducing churn.
• Expand revenue through building deeper relationships and influencing future lifetime value.
• Coach and mentor team members on best practices and accountability.
• Provide performance transparency to the leadership team.
• Recruit top talent and participate in onboarding new hires.
• Collaborate with sales for successful growth outcomes.