Independently manage a minimum of fifty accounts, anticipate client needs, and drive retention and identify opportunities for up-sell.
Build strong relationships with primary client contacts and ensure day-to-day needs are met.
Prepare and conduct regular plan reviews with clients and partner with producer to define agendas and coordinate required materials.
Newfront is a team of risk and reward advisors providing industry leading services and resources in insurance, risk management, employee benefits and retirement programs. The company embraces a flexible work environment and supports employees working remotely, hybrid, or in-office.
Manage and grow a portfolio of enterprise-scale accounts by building executive-level relationships and delivering tailored strategies.
Proactively problem-solve for clients and lead complex growth opportunities, including expansion into additional products.
Work cross-functionally with Product, Marketing, and Deployment teams to develop customized solutions aligned with client goals.
Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs bring consumer financial products to market faster. It is a remote-first company focused on high performance and deep impact within the fast-growing fintech space, emphasizing a clear mission, continuous improvement, and experimentation.
Answers inbound calls regarding customer account questions and issues.
Creates detailed documentation and cross-sells basic products and services.
Provides information about basic products and services.
Flagstar Bank is a leading regional bank committed to partnering with clients to set goals together, helping them thrive. At December 31, 2025, it had $87.5 billion in assets, $60.7 billion in loans, $66 billion in deposits, and $8.1 billion in total stockholder equity with approximately 340 locations.
Supporting the strategic efforts of the POD leader in managing key business accounts.
Managing the collateral feedback and approval process, ensuring customer-facing materials receive required sign-off prior to distribution.
Creating monthly customer-centric content to keep the broader organization apprised of customer updates.
Marqeta is changing the way money moves, offering a card issuing platform with flexibility and control for companies to issue cards, authorize transactions, and manage payment operations in real time. They power well-known brands and aim to unlock equitable financial access for all.
Serve as the primary day-to-day contact for assigned institutional accounts.
Manage onboarding and deployment of new users, ensuring a smooth rollout and adoption across client teams.
Coordinate with Product, Engineering, Support, and Compliance teams to resolve client issues and implement workflow improvements.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. Our team is fundamental to our standing, cultivating a collaborative and supportive environment.
Own North American renewal and net retention performance.
Drive marketplace engagement across the NA customer base.
Lead and develop a high-performing team.
LevelTen Energy aims to accelerate the energy transition. They run the world’s largest clean energy marketplace, connecting buyers and sellers, and enabling them to get deals done faster with cutting-edge market intelligence reports and software, and transaction tools.
Own and grow a portfolio of accounts with net revenue retention and expansion above 100%.
Build account plans with top customers focusing on mutual-success and customer value, with clear revenue targets and growth milestones.
Hunt relentlessly for expansion opportunities to negotiate renewals and identify upsell and cross-sell motions.
Mitratech builds products that simplify operations in Legal, Risk, Compliance, and HR. They are a globally dispersed team that supports individual excellence and takes pride in its diverse and inclusive work culture.
Maintain a revenue base by managing retaining and expanding a book of business.
Build strong, multi-threaded relationships with your assigned customer portfolio and support them as their the key contact and advocate.
Drive upgrade revenue from deep understanding of customers’ business and goals to identify opportunities for product feature adoption and expanded usage.
Qualio is a unified quality and compliance management platform that helps regulated organizations get products to market faster with reduced risk. Trusted by biopharma, medtech, and diagnostics companies worldwide, Qualio eliminates fragmented systems that create audit delays and compliance blind spots.
Responsible for analyzing existing new accounts’ ongoing covenant compliance performance.
Spreads and analyzes financial statements to determine financial performance trends.
Communicates effectively with deal teams regarding covenant compliance and financial performance.
American AgCredit supports those who feed, clothe, and fuel the world. They are a growing organization embracing collaboration and innovation while delivering transformative solutions.
Generating revenue growth and managing Credit Union client relationships.
Developing alliances with senior client management and offering recommendations.
Identifying new ways to grow our business and expand current partnerships.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. We have an amazing team of 25,200 people in 32 countries and invest in new advanced technologies to unlock the power of data.
Develop account strategy and plan to achieve quota, conducting whitespace analysis and providing forecasts.
Understand MANTL's products to effectively communicate offerings, cross-sell, and lead commercial conversations.
Drive customer satisfaction through proactive outreach, ticket review, and resolution, and serve as the expert point of contact.
Alkami provides a digital sales and service platform for U.S. banks and credit unions. The company has an intentional culture and is recognized for being a best place to work in fintech.
Manage client on-boarding, program implementation and client education.
Maximize sales growth, account penetration and retention by partnering with Sales.
Project management of all client implementations, coordinating with internal departments.
Blackhawk Network (BHN) provides branded payment solutions to businesses, helping them grow revenue, increase loyalty, and engage consumers. It operates a global network with over 400,000 consumer touchpoints, offering gift cards, egifts, corporate payouts, and rewards.
Be the primary point of contact for a portfolio of SMB business customers and support early Enterprise accounts.
Own retention, expansion, and renewal performance across the portfolio, understanding ARR, NRR, and growth drivers.
Identify gaps across the customer journey and design scalable, high-impact improvements for SMB and Enterprise clients.
Tem is rebuilding the energy transaction, making it transparent and fair. They are putting power back in the hands of customers to tackle the critical problem of access to low-cost electricity. Tem has closed a $75 million Series B and is scaling internationally.
Build and maintain positive client relationships to drive business growth, while leading a team of Relationship Managers.
Manage revenue performance across accounts, including forecasting, renewals, and growth opportunities to achieve high renewal rates and customer satisfaction.
Lead, coach, and develop Relationship Managers through performance management, mentoring, and capability building.
Experian is a global data and technology company, powering opportunities for people and businesses around the world. It is a FTSE 100 company with approximately 22,500 employees across 32 countries, known for its award-winning, people-first culture focused on diversity, work/life balance, and innovation.
Focus on customer satisfaction, retention and growth.
Serve as the primary point of contact for key trial and member organizations, training users, conducting product briefings and business reviews.
Proactively resolve issues customers face, whether technical, editorial, or user-management.
Factal is a risk intelligence and breaking news company. It helps organizations protect people, avoid disruptions, and expedite disaster relief with a hybrid of AI and experienced journalists, detecting and verifying critical events in real time.
Ultimate ownership of client relationship and project/portfolio level P&L through direct interaction with clients and through the supervision of other client managers.
Increase portfolio revenues (directly managed and through management of others) through new product and service offerings and manage costs, balancing profitability with long term client success.
For higher level commercial & technical issues identify and coordinate the appropriate internal resources (HSE, QC, Technical Services, accounting, etc.) to deliver speedy issue resolution.
EDF power solutions North America provides clean energy solutions throughout the U.S., Canada, and Mexico. They are a market-leading independent power producer and service provider, serving utilities, corporations, industries, communities, institutions, and investors. They foster an innovative and collaborative team environment delivering renewable solutions.
Steward long-term client partnerships to drive renewals and develop trust with decision-makers.
Manage excellent fundraising programs, ensuring they are strategically planned and executed with excellence.
Provide client consultation, advising on strategies to achieve fundraising goals based on data and insights.
Booster is a mission-driven school fundraising company focused on cultivating virtuous leaders who want to change the world by delivering engaging, innovative, and active fundraising experiences. We are a team of more than 900 people who serve more than 7,500 K-12 schools and colleges nationwide and we pride ourselves in embodying our six virtues of Gratitude, Wisdom, Care, Courage, Grit, and Celebration.
Manage relationships for clients with varying levels of complexity and take ownership of resolving client issues.
Lead regular client meetings, maintain action logs, and manage project plans for moderate to complex projects.
Analyze client benefits strategy and suggest improvements, identifying opportunities for increased member participation.
HealthEquity's mission is to save and improve lives by empowering healthcare consumers. We are passionate about providing solutions that allow American families to connect health and wealth, and we value our employees.
Develop and manage marketing strategies aligned to client business objectives.
Serve as the primary day-to-day marketing partner for assigned accounts.
Oversee the execution of marketing programs across multiple channels and initiatives.
Questline Digital is a marketing and technology agency. They build engaging experiences to boost program participation and overall satisfaction for utility companies nationwide.
Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.
NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.