Account Manager - SWIVEL
Core
Primary relationship contact and trusted advisor for financial institution clients utilizing SWIVEL payment solutions, driving product adoption and client growth.
Role type
Account Manager (Financial Services/Payments)
Builds
SWIVEL payment platform adoption and utilization for financial institutions
Domain
Financial Services / Payments Technology
Deliverable
client delivery
Required skills
B2B relationship management, account health monitoring, strategic account planning, cross-functional coordination, product adoption strategy, client advocacy, issue escalation management, business review facilitation
Preferred skills
Bachelor's degree in Business/Marketing/Finance/Technology, 2+ years in account/relationship management within financial services or fintech
Technologies
SWIVEL payment platform, ACH, card processing, recurring payments, instant payments
Responsibilities
Build and maintain long-term relationships with assigned clients; Develop understanding of client business objectives and payment strategies; Identify opportunities to increase product adoption and utilization; Conduct regular client business reviews; Monitor client health and performance indicators; Coordinate with internal teams (Product, Tech, Ops, Support) to resolve issues; Represent SWIVEL at client meetings and industry events; Travel locally, nationally, and potentially internationally to support client retention and growth