Client Account Manager
Core
Trusted partner for high-value clients, driving adoption and long-term value of employee financial wellness services.
Role type
Senior Client Account Manager
Builds
Employee financial wellness services (e.g., earned wage access) for businesses
Domain
Fintech / Employee Financial Wellness
Deliverable
client delivery
Required skills
client relationship management, account growth strategy, business review facilitation, issue escalation management, cross-functional feedback integration, data-driven recommendations
Preferred skills
AI tool proficiency, CRM/ticketing tool familiarity (HubSpot, Intercom, Jira), adoption planning
Responsibilities
Advise high-value clients on business goals, grow account usage, lead business reviews, resolve escalations, provide feedback to internal teams, build lasting partnerships, share best practices
Seniority
Mid-Senior, hands-on IC