Strategic Accounts Manager
New
W
WorthFinTech
Orlando, Florida, United States. Atlanta, Georgia, United States. Tampa, Florida, United States. Miami, Florida, United StatesFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- JiraHubSpotCRM
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
- Strong knowledge of AI technologies and their applications in financial technology
- Strong fundamental familiarity with financial industry regulatory bodies (FinCEN, OFAC, FCRA, AML/CFT, GDPR)
- Proficiency with CRM platforms such as Monday and HubSpot, and ticketing systems such as Linear or Jira
- Ability to thrive in an extremely fast-paced environment
- Experience in the software and technology industry is highly desirable
Responsibilities
- Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
- Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
- Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
- Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
- Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
- Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues
- Champion the voice of the customer internally, advocating for customer-centric improvements across a range of use cases
- Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products
- Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
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