Director of Financial Services Account Management - Remote

Overview

The Director of Financial Services Account Management is responsible for managing a team of Account Managers to achieve and surpass renewal rate targets while expanding client relationships.

In Short

• Lead a team of Account Managers in the Financial Services sector.
• Achieve and surpass dollar renewal rate targets.
• Drive customer outcomes and reduce churn.
• Expand revenue through deeper client relationships.
• Coach and mentor team members.
• Recruit top talent for the team.
• Collaborate with sales for growth outcomes.
• Provide performance insights to leadership.
• Operationalize the customer journey.
• Foster a consultative approach to client management.

Requirements

• 10+ years in sales, account management, or client success.
• 5+ years of direct people management experience.
• Deep knowledge of the Financial Services space.
• Strong communication and relationship-building skills.
• Ability to distill complex issues into simple terms.
• Experience in operationalizing customer journeys.
• Willingness to travel.
• Ability to work autonomously in a fast-growing environment.
• Outstanding oral, written, and presentation skills.
• Effective time management under pressure.

Benefits

• Performance-based bonus and equity options.
• Generous benefits program.
• Opportunity to work in a dynamic and entrepreneurial culture.
• Supportive work environment that values diversity.
• Commitment to equal employment opportunity.