Channel Account Manager (Fintech/Payments)
Remote, US
The Account Manager is responsible for managing a portfolio of clients, serving as the primary point of contact and building strong, long-lasting relationships. The role involves understanding client needs, coordinating with internal teams to deliver solutions, and driving revenue growth through upselling and cross-selling opportunities.
Responsibilities:
Client Relationship Management:
- Build and maintain strong, trusting relationships with clients/customers.
- Serve as the main point of contact for all client inquiries, requests, and issues.
- Conduct regular check-ins with clients to assess satisfaction and identify opportunities for improvement.
- Anticipate client needs and proactively offer solutions and support.
Account Planning and Strategy:
- Develop strategic account plans outlining objectives, goals, and action steps for each client.
- Collaborate with internal teams (sales, marketing, product development) to align strategies and deliver value to clients.
- Identify growth opportunities within existing accounts and develop strategies to maximize revenue.
Sales and Revenue Generation:
- Identify upselling and cross-selling opportunities within the account base.
- Work closely with the sales team to pursue new business opportunities and expand the client portfolio.
- Meet or exceed sales targets and revenue goals set for the assigned accounts.
Problem Solving and Issue Resolution:
- Address client concerns and resolve issues in a timely and satisfactory manner.
- Escalate complex issues to the appropriate internal teams and follow up to ensure resolution.
- Act as an advocate for clients within the organization, championing their needs and priorities.
Reporting and Documentation:
- Maintain accurate records of client interactions, including meetings, emails, and phone calls.
- Prepare regular reports on account activity, sales performance, and client satisfaction metrics.
- Use data and analytics to identify trends, opportunities, and areas for improvement.
Qualifications:
- Bachelor's degree in Business Administration, Marketing, or related field.
- Proven experience in account management, sales, or customer service.
- Excellent communication and interpersonal skills.
- Strong negotiation and problem-solving abilities.
- Ability to multitask and prioritize in a fast-paced environment.
- Proficiency in CRM software and Microsoft Office Suite.
- Results-driven with a focus on customer satisfaction and revenue growth.
Additional Requirements:
- Availability for occasional travel to meet with clients or attend industry events.
- Willingness to work flexible hours to accommodate client needs or time zone differences.
We Offer:
- Annual salary of $76,000-85,000
- A remote first culture!
- Flex PTO
- Health, Dental and Vision Insurance
- 13 Paid Holidays
- Company volunteer days
Do you feel like you have a slightly out of the ordinary career path or history? We are open to all walks of life and very willing to hear your story. Please don’t feel like this should be a barrier to securing a great career at NMI! We appreciate success can come in all shapes and sizes. Fill in the ‘Additional Info’ box on our application to tell us more about your path.
What we do!
NMI enables our partners with choice, and challenges the one-size-fits-all approach to payments. You've probably used NMI in the last 24 hours without even realizing it. We’re the platform that powers success for innovative tech created by SMBs, entrepreneurs and fintech startups. We’re creative problem solvers who help visionaries smash through boundaries and think beyond what’s possible so they can think about what’s next. But we’re not just built for the tech savvy. We democratize the latest payments technology so that everyone can realize the benefits of easy payments across the full spectrum of commerce. We’re all about enabling more payments in more ways and more places.
We believe that having a diverse group of employees strengthens both our work and our workplace. We’re focused on making NMI more diverse and welcoming with initiatives like having a dedicated Diversity, Equity & Inclusion action group, diversity goals for hiring, anonymized resume screening, affinity groups such as our Women's network and LGBTQ+ Network, open forums for discussions on diversity and social justice, and measuring inclusion and belonging as part of our regular employee engagement surveys.
Equal Opportunity
NMI is committed to providing equal employment opportunity for all persons regardless of race, color, religion, sex, age, marital status, national origin, sexual orientation or sexual identity, genetic information, citizen status (except those that do not have the legal right to be employed in the United States), disability, military service, service member, veteran status, or any other basis protected by applicable law.
Please be aware that all offers of employment are made subject to receipt of satisfactory background and financial checks.
Please be aware that NMI does not operate a license for the sponsorship of those who are not already eligible to work within the US. Unfortunately, therefore we cannot process any application from individuals unable to provide documentary evidence of their eligibility to commence work in the US.
#LI-Remote
Salary range, depending on experience:$76,000—$85,000 USD ApplyJob Profile
Flexible hours needed Occasional travel required Remote
Benefits/Perks13 paid holidays Annual salary Company volunteer days Dental Insurance Flex PTO Health, Dental and Vision Insurance Health insurance Paid holidays Remote culture Vision Insurance Volunteer days
Tasks- Build client relationships
- Develop account plans
- Drive revenue growth
- Identify growth opportunities
- Maintain records and reports
- Manage client portfolio
- Product development
- Resolve client issues
Account management Communication CRM CRM Software Customer service Data & Analytics Documentation Fintech Interpersonal Microsoft Office Microsoft Office Suite Negotiation Payments Problem-solving Sales
Experience3 years
EducationBachelor's degree Business Administration Marketing
TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9