CareerPlan

Account Management Specialist- VP

New York, NY, USFull-time$130k–$195k2026-11-05 → 2026-11-09
Based in United States

Core

Senior Client Executive responsible for managing a portfolio of Global Clients, protecting relationships, and ensuring revenue retention for Global Cash Management solutions.

Role type

Senior IC Account Management Specialist

Builds

Global cash management solutions (Liquidity Management, Digital Channels, Payments & Receivables)

Domain

Financial Services / Treasury

Deliverable

client delivery

Required skills

Global client portfolio management, cross-functional partnership leadership, SLA oversight, client risk assessment, revenue optimization, escalation management

Preferred skills

Advanced problem solving, strong governance and control leadership

Technologies

Global cash management suite, Client@Risk process

Responsibilities

Align global and regional partners to deliver best client experience; conduct regular client reviews and develop action plans to optimize revenue; support and manage client escalations; provide guidance to partners across Treasury & Trade Services (TTS); remove obstacles creating negative client experience; assist with development of Client Success tools.

Seniority

Senior, hands-on IC