Account Manager

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Logo of Quavo Fraud & Disputes

Quavo Fraud & Disputes

51 - 200 employees

Founded 2015

☁️ SaaS

🏦 Banking

📋 Compliance

SaaS • Banking • Compliance

Quavo Fraud & Disputes is a provider of dispute and fraud management solutions for financial institutions. Its SaaS platform (QFD®) and Dispute Resolution Experts (DRE™) combine automation, agentic AI, advanced analytics, and integrations to accelerate card dispute resolution, reduce losses, ensure regulatory compliance, and improve customer experience for banks, credit unions, fintechs, processors, and sponsor banks.

📋 Description

• Own a defined portfolios of mid-market and large clients, serving as the primary point of contact throughout the client lifecycle. • Build and maintain trust-based relationships with operational managers, product owners, and key decision-makers within client organizations. • Conduct regular cadence calls, business reviews, and strategy sessions to align on goals, surface risks, and demonstrate ongoing value. • Identify and pursue expansion and upsell opportunities within your portfolio, owning the full expansion sales cycle from discovery through close. • Monitor account health indicators (usage, support trends, sentiment) and proactively intervene before issues escalate. • Drive net revenue retention by minimizing churn and positioning clients for long-term success on the Quavo platform. • Develop success plans that map client goals to Quavo capabilities, creating clear roadmaps for product adoption and expansion. • Track and report on expansion pipeline, renewal forecasts, and account health metrics to leadership on a regular basis. • Develop working knowledge of the Quavo platform to guide clients on configuration, best practices, and optimal product utilization. • Partner with the Marketing team to generate referrals and case study opportunities from satisfied clients. • Maintain accurate client records, opportunity tracking, and health documentation in CRM tools. • Provide account scorecards and sentiment summaries to leadership, surfacing insights and flagging accounts that need additional attention. • Resolve or escalate client issues within defined SLAs, ensuring timely communication and follow-through. • Contribute to internal knowledge sharing by documenting common client challenges, solution patterns, and escalation outcomes.

🎯 Requirements

• 3+ years of experience in client success, account management, or a client-facing role within a SaaS, fintech, or financial services environment. • Demonstrated ability to manage a portfolio of clients with ownership of both retention and growth outcomes. • Track record of building productive relationships with operational, mid-level and executive stakeholders at client organizations. • Comfortable running discovery conversations, Business Reviews and owning expansion opportunities end-to-end, including negotiation and close. • Strong written and verbal communication skills; confident presenting to groups of executive and C-level stakeholders. • Organized and self-directed; able to manage multiple clients and competing priorities without close supervision. • Ability to travel up to 25% of the time (depending on territory)

🏖️ Benefits

• Competitive base salary plus bonus and commission tied to retention and expansion targets

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