CareerPlan

Enterprise Account Manager, Purchase Finance

San Francisco, CA, USRemoteFull-time$101k–$150k2026-09-01 → 2026-11-15
Remote

Core

Retain, expand, and drive long-term performance of national and enterprise Purchase Finance accounts by serving as a strategic advisor and managing the full partner lifecycle.

Role type

Senior Enterprise Account Manager (B2B)

Builds

Strategic account plans, adoption strategies, and cross-functional execution for enterprise partners.

Domain

Fintech / Consumer Lending / Purchase Finance

Required skills

Enterprise account management, strategic partnership management, executive relationship management, financial analysis, complex implementation leadership, commercial judgment, CRM proficiency, cross-functional collaboration, issue resolution, data-driven decision making

Preferred skills

Financial services experience, multi-location service vertical experience, national account management, rebate management, AI tool utilization

Technologies

CRM, analytics tools, AI-enabled tools

Responsibilities

Manage a portfolio of named national and enterprise accounts; Develop account plans defining stakeholder relationships and growth opportunities; Lead executive business reviews and operating reviews; Identify and advance opportunities for location expansion and product adoption; Protect retention by identifying account health risks and leading recovery plans; Coordinate onboarding, implementation, and activation across partner locations; Monitor portfolio health, conversion, and utilization metrics; Serve as the primary commercial escalation point for complex partner issues; Translate customer insights into product and workflow recommendations.

Seniority

Senior, hands-on IC