Account Manager
Core
Support Relationship Managers in operational management of national account portfolios, resolving complex issues and driving client retention and revenue growth.
Role type
Senior Account Manager (National Accounts)
Builds
Payments and financial technology solutions for financial institutions and enterprises
Domain
Fintech / Payments
Deliverable
client delivery
Required skills
strategic account management, client retention, add-on sales, upsell/cross-sell, revenue optimization, CRM data management, client data analysis, payments product knowledge, PCI DSS/NACHA standards
Preferred skills
financial services industry experience, Salesforce analytics
Technologies
Salesforce (Sales Cloud), SQL, Excel, Tableau
Responsibilities
Resolve complex client issues and navigate customer challenges, Execute add-on sales and upsell/cross-sell initiatives, Analyze client data to identify trends and produce actionable reports, Organize and manage multiple accounts while prioritizing tasks, Communicate proactively with clients regarding issue resolution and service delivery, Coordinate escalations and track account KPIs
Seniority
Mid-Senior, hands-on IC
