Strategic Accounts Manager

Responsibilities

• Assist and support the implementation process for newly acquired clients, ensuring a smooth onboarding experience
• Onboard new clients and provide hands-on training to ensure they can effectively leverage AI-driven solutions for underwriting, risk assessment, and financial decision-making
• Build and nurture strong client relationships, serving as a trusted advisor with a solid understanding of financial services, underwriting processes, and regulatory considerations
• Work closely with your clients to build success and growth plans that ensure maximum utilization while laying the foundation for expansion efforts
• Proactively engage with clients to assess satisfaction, identify challenges related to underwriting or financial workflows, and recommend solutions
• Serve as front-line point-of-contact for your clients, ensuring timely resolution of issues related to underwriting workflows, data integrations, or AI performance
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal systems
• Work collaboratively with various internal teams to ensure seamless service delivery and problem resolution
• Gather customer feedback throughout the customer lifecycle and relay it to the product development team for ongoing enhancements
• Champion the voice of the customer internally, advocating for customer-centric improvements across a range of use cases
• Monitor customer success metrics and develop strategies for improvement
• Manage an assigned book of business overseeing all aspects of key accounts and client relationships
• Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
• Maintain internal reporting, organization, and ticketing system
• Partner with the Customer Success leaders to identify trends across the book of business, including underwriting performance, risk outcomes, and customer usage patterns
• Identify and execute on process improvement opportunities
• Maintain up-to-date client demographic, portfolio, and underwriting-related data within CRM and internal system
• Lead weekly client syncs, steering committees, QBRs, and onsite sessions with stakeholders as needed
• Other duties as assigned

Requirements

• 5+ years of experience in enterprise account management or management consulting
• Top tier communication and relationship-building skills
• Proven ability to manage multiple projects and clients effectively
• Strong analytical and problem-solving skills
• Experience collaborating at the c-suite and senior leadership level, with an ability to distill complex concepts into easily digestible formats
• Experience in the software and technology industry is highly desirable
• Experience working with high-volume financial institutions such as banks, credit unions, lenders, or credit issuers
• Strong fundamental familiarity with financial industry regulatory bodies and frameworks such as: FinCEN, OFAC, FCRA, AML / CFT, and GDPR
• Ability to thrive in an extremely fast-paced environment and adapt to changing priorities quickly
• Working understanding of underwriting principles, credit risk, lending workflows, and financial data models
• Strong knowledge of AI technologies and their applications in financial technology, underwriting, credit decisioning, and risk management
• Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear or Jira, and customer success tools
• Proven ability to independently own onboarding, escalations, and executive relationships without heavy ramp time

We're especially interested in candidates from top-tier strategy consulting firms (McKinsey, Bain, BCG, or similar), particularly those with financial services or FinTech industry experience, for the structured problem-solving, executive presence, and client-management rigor that background brings. Travel is to be expected with frequency dictated by client and business needs.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• 401 (k)
• Life Insurance
• Unlimited Paid Time Off
• 9 paid Holidays
• Work From Home
• Free Food & Snacks (for those in Orlando, FL)