Account Manager, Financial Services

Overview

Role focused on managing client relationships and driving growth within financial services.

Ideal candidate has strong relationship management skills and experience in financial services.

Locations

• United States

Responsibilities

• Develop relationships with clients
• Maximize retention rate
• Identify growth opportunities
• Collaborate with Account Executives
• Conduct Business Reviews
• Onboard and train new users
• Proactive outreach
• Gather client feedback

Benefits

• performance-based bonus
• equity
• generous benefits program