Enterprise Account Manager – Purchase Finance

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Take charge of the enterprise account strategy, focusing on retention and growth.

• Oversee named national, multi-location, and strategic enterprise Purchase Finance accounts.

• Create account plans that include stakeholders, objectives, growth opportunities, risks, and action plans.

• Cultivate relationships with executive sponsors, operators, finance leaders, technology teams, and frontline users.

• Lead executive business reviews and routine operating reviews utilizing performance insights and agreed-upon actions.

• Spot opportunities for location expansion, product adoption, increased utilization, new use cases, and deeper strategic alignment.

• Recognize account health risks and spearhead coordinated recovery initiatives.

• Collaborate with Business Development on handoffs, commitments, and ownership during commercial closing.

• Manage onboarding, implementation, training, launch communications, and activation across partner locations and internal teams.

• Track applications, approvals, conversions, funded volume, product mix, active locations, utilization, portfolio health, and service performance.

• Leverage performance data and partner feedback to enhance adoption and business outcomes.

• Monitor and fulfill contractual commitments, pricing agreements, rebates, reporting, and partner deliverables.

• Oversee pipeline management, forecasting, and performance reporting using CRM, analytics, and AI-driven tools.

• Collaborate cross-functionally with Product, Credit, Risk, Legal, Compliance, Finance, Marketing, Revenue Support, Technology, and Operations.

• Act as the primary escalation point for commercial issues and ensure timely resolution.

• Communicate product, credit, policy, process, and operational changes to partner stakeholders.

• Convert customer insights into actionable recommendations for products, service models, enablement, and workflows.

• Keep precise records in CRM, including account plans, forecasts, meeting notes, risks, and next steps.

⛳️ Requirements

• Minimum of 4 years in enterprise account management, strategic partnerships, customer success, or B2B sales experience with complex national or multi-location clients.

• Bachelor's degree or higher, or an equivalent combination of education and experience.

• Proven track record of retaining and expanding strategic accounts while achieving measurable revenue, adoption, or utilization growth.

• Exceptional executive relationship management skills across business, financial, technical, and operational stakeholders.

• Capability to interpret performance data, identify key drivers, and translate insights into actionable steps.

• Experience in leading complex implementations, handling escalations, and managing cross-functional efforts without direct authority.

• Strong commercial judgment in balancing partner needs, contractual commitments, economics, risk, and customer experience.

• Excellent written and verbal communication skills, strong organizational abilities, and consistent follow-through.

• Ability to work independently in a regulated environment and manage multiple high-priority accounts during periods of change.

• Thoughtful application of AI, with an emphasis on accuracy, data sensitivity, human judgment, and validation.

• Willingness to travel 25–35% nationally, including overnight trips and occasional weekends.

• Ability to work local hours across PT, MT, CT, and ET, with flexibility across time zones when required.

🏝️ Benefits

• Medical, dental, and vision plans for employees and their families.

• 401(k) matching.

• Health and wellness programs.

• Flexible time-off policies for salaried employees.

• Up to 16 weeks of paid parental leave.

• Long-term awards (equity).

• Annual bonus based on company performance, individual performance, and eligible earnings.

• Happen Bank covers travel-related expenses.