Strategic Accounts Manager
New
W
WorthFinTech
Orlando, Florida, United States. Atlanta, Georgia, United States. Tampa, Florida, United States. Miami, Florida, United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- JiraHubSpotAccount ManagementCRM
Requirements
- 5+ years of experience in enterprise account management or management consulting.
- Top-tier communication and relationship-building skills.
- Proven ability to manage multiple projects and clients effectively.
- Strong analytical and problem-solving skills.
- Experience collaborating at the C-suite and senior leadership level.
- Working understanding of underwriting principles, credit risk, lending workflows, and financial data models.
- Knowledge of AI technologies applied to financial technology, credit decisioning, and risk management.
- Familiarity with financial regulations including FinCEN, OFAC, FCRA, AML/CFT, and GDPR.
- Proficiency with CRM platforms (e.g., Monday, HubSpot) and ticketing systems (e.g., Linear, Jira).
- Proven ability to independently own onboarding and executive relationships.
Responsibilities
- Assist and support the implementation process for newly acquired clients.
- Onboard new clients and provide hands-on training for AI-driven underwriting solutions.
- Build and nurture strong client relationships as a trusted advisor.
- Develop success and growth plans for maximum product utilization and expansion.
- Serve as the primary point-of-contact for underwriting workflows and issue resolution.
- Maintain accurate client and portfolio data within CRM and ticketing systems.
- Gather and advocate for customer feedback to drive product development.
- Manage an assigned book of business, including renewals and account expansion.
- Lead client syncs, steering committees, QBRs, and onsite sessions.
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