Account Manager

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking Technology, Financial SoftwareIndustries

Requirements

Candidates should possess a two- or four-year degree, advanced problem-solving skills, and strong communication abilities. An outgoing and assertive personality with the capacity to anticipate customer needs and match them with appropriate products and services is essential. High-level organization and 2-3 years of formal experience in Account Management, particularly within the tech industry, are required. Experience with Salesforce, JIRA Service Desk, or other Client Relationship Management software is also a requirement.

Responsibilities

The Account Manager will be responsible for managing all customer account responsibilities, focusing on acquiring additional revenue streams from existing clientele. Key duties include meeting monthly and quarterly quotas, maintaining high customer satisfaction, developing and overseeing customer retention campaigns, and gaining an in-depth understanding of mobile and online banking products. The role involves coordinating with technical support and implementation teams, taking detailed notes on client interactions, managing a dynamic workload, tracking client software usage, creating growth plans for ancillary products, and hitting or exceeding sales quotas.

Skills

Account Management

Sales

Customer Retention

Mobile Banking

Online Banking

Salesforce

JIRA Service Desk

Client Relationship Management

Problem-Solving

Communication

Organization

Access Softek

Digital banking solutions for financial institutions

About Access Softek

Access Softek provides digital banking solutions specifically designed for credit unions and financial institutions. Their products include a Biometric Authentication Manager for secure access using fingerprints, Conversational Banking for user interaction through chat, and EasyVest, a robo-advisor for investment management. Access Softek differentiates itself by being the first to integrate a robo-advisor into a banking platform, allowing financial institutions to enhance their services. The company partners with over 400 financial institutions, serving more than 3 million users monthly, and has experienced significant growth without venture capital. Their goal is to help financial institutions grow and better serve their communities through effective digital solutions.

Berkeley, CaliforniaHeadquarters

1986Year Founded

VENTURE_UNKNOWNCompany Stage

Fintech, CybersecurityIndustries

201-500Employees