About this role

Develop and maintain strong relationships with assigned client accounts
Act as the main point of contact for clients, addressing their needs and concerns
Gain a deep understanding of clients' business objectives and provide strategic guidance and support
Identify growth opportunities within client accounts and collaborate with internal teams to implement strategies
Monitor and analyze client performance metrics
Prepare and present regular reports and updates to clients on account status and progress
Ensure timely and accurate delivery of services to clients
Resolve client issues and disputes in a timely and satisfactory manner

Proven experience in account management or a similar role
Experience in consumer marketplace lending, SaaS loan servicing, fintech, or financial services platforms strongly preferred
Excellent communication and interpersonal skills (English required; Spanish preferred/required depending on role scope)
Strong problem-solving and negotiation abilities
Ability to build and maintain strong client relationships
Detail-oriented with strong organizational skills
Ability to multitask and prioritize tasks effectively
Proficient in Microsoft Office Suite
Bachelor’s degree in business administration or a related field

Account Manager

Key skills