Strategic Account Manager

This is a fully remote position, open to applicants in New York.

📋 Description

• Take ownership of a strategic business portfolio, ensuring accountability for account health, retention, and growth.

• Formulate and implement long-term strategies for client growth that enhance product reliance, market presence, offerings, and revenue.

• Act as a trusted advisor, fostering relationships with senior decision-makers.

• Leverage client and product insights to shape product strategy and propose enhancements.

• Serve as a liaison between clients and internal teams, championing improvements in products and processes.

• Assess client usage data to pinpoint adoption trends, opportunities for expansion, and potential risks.

• Collaborate with leadership to refine client strategies.

• Work alongside the Finance team on revenue forecasting, accounts receivable, and risk management.

• Represent dv01 at industry conferences and events.

• Offer mentorship and thought leadership without direct oversight of personnel.

⛳️ Requirements

• Over 7 years of progressive experience in account management or client leadership.

• Proven track record in driving net revenue retention, expansion, and long-term client value within a portfolio.

• Background in ABS/Structured Products Finance, Lending, Capital Markets, FinTech, or related financial services sectors.

• Exceptional relationship-building and communication skills at the executive level with both internal and external stakeholders.

• Strong strategic and analytical capabilities; adept at translating client, usage, and market data into actionable strategies.

• High organizational discipline and meticulous attention to detail in complex, multi-stakeholder environments.

• Solid technical proficiency and the ability to grasp and explain intricate FinTech SaaS products and workflows.

• Capacity to remain composed and adaptable in a fast-paced setting with competing priorities and executive-level demands.

• Entrepreneurial mindset for developing, enhancing, and scaling processes.

• Strong problem-solving skills, critical thinking abilities, rapid learning aptitude, and self-driven learning capabilities.

🏝️ Benefits

• Unlimited PTO.

• $1,000 Learning & Development Fund for conferences, classes, workshops, hackathons, brunch & learns, and employee-led learning opportunities.

• Remote-first work environment with the flexibility to work from home, a café, or a hotel.

• Comprehensive medical, dental, and vision insurance for employees and their families.

• 401(k) contribution plan.

• $138 per month fitness or gym membership allowance.

• Up to $1,650 annually for a Fitness Fund for workout equipment, gear, or wellness essentials.

• 16 weeks of fully paid leave for primary caregivers.

• 4 weeks of paid leave for secondary caregivers.