Account Manager

March 19

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Tapcheck

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Unlocking Financial Flexibility.

Financial Services • Fintech • Payments • Payment Technology • Financial Technology

51 - 200

💰 Venture Round on 2023-04

Description

• Manage a portfolio of new and existing accounts acting as the main POC for client engagement • Consult to understand both client challenges and needs, developing strategies to reach client goals • Own the overall management of your account portfolio, including maintenance, growth, increased profitability, strategic direction, and overall client satisfaction • Develop deep relationships with Owners and Executives Sponsors in your portfolio of accounts • Work cross-functionally to develop and implement strategies that increase customer product adoption, engagement, and growth at scale. • Conduct regular QBRs, consulting with clients through data analysis, industry education, presentation of performance results, and recommending action to improve performance • Understand your analytics and continually track progress on individual targets team targets • Achieve/exceed customer satisfaction and revenue targets • Diligently update internal CRM systems to document customer health and status and create visibility across the organization • Identify when customers are at risk or in a change phase and define the action plan together with the Sales and Partnerships to seek client retention. • Leverage success with clients to identify additional case studies, referrals and grow the number of advocates

Requirements

• 2+ years of experience in an Account Management, Customer Success, or Sales role • Proficient with Microsoft Suite: Microsoft Outlook, Word, Excel. PowerPoint • Experience using CRM systems such as Salesforce.com • Positive, can-do attitude; calm under pressure when working through time-sensitive customer issues • Analytical skills and the ability to interpret customer data, compile reports, and make insightful, data-driven decisions • Highly self-motivated and autonomous, demonstrating ownership over business results • Demonstrated aptitude to learn quickly, including an interest finance, and/or Financial Technology • Genuine desire to help other people

Benefits

• Competitive Base + Bonus • Paid Time Off • Health Insurance • Dental Insurance • Vision Insurance • 401K Match • Compensation: $70K base + bonus. The actual base salary will depend on numerous factors such as: location, experience, training, knowledge. and skills. Tapcheck reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.