Job Description

The Senior Account Manager is responsible for managing and expanding relationships with credit union clients. This role serves as a strategic partner to executive stakeholders, leveraging experience and industry knowledge to drive long-term client value through consultative engagement and solution-based selling. This position is accountable for client retention, relationship growth, and identifying opportunities across the company’s full suite of products and services, while supporting complex sales cycles and strategic initiatives within assigned accounts.

Supervisory Responsibilities:

None

Duties/ Responsibilities:

Strategic Account Leadership

• Serve as the primary relationship owner for assigned credit union clients.

• Build and maintain strong relationships with key stakeholders, including executive leadership.

• Act as a trusted advisor, aligning solutions to client priorities such as growth, member experience, digital transformation, and operational efficiency.

• Lead regular business reviews and strategic planning sessions with clients.

Account Growth & Expansion

• Identify, develop, and close cross-sell and upsell opportunities across the company’s full suite of products and services.

• Navigate complex client environments with multiple stakeholders and decision-makers.

• Collaborate with internal teams to deliver tailored, value-driven solutions.

Renewals & Retention

• Own the renewal strategy and execution for assigned accounts.

• Proactively identify risks and implement strategies to strengthen client relationships and reduce churn.

• Lead contract discussions and negotiations.

Sales & Strategic Contribution

• Support and contribute to complex sales opportunities within existing accounts.

• Participate in proposals, presentations, and client discussions.

• Identify opportunities to expand relationships and introduce additional solutions.

Industry Expertise & Advisory

• Maintain strong knowledge of the credit union industry, including trends, challenges, and regulatory considerations.

• Provide strategic guidance to clients on improving member experience, digital engagement, and operational performance.

• Serve as a voice of the customer internally to influence product development and service delivery.

Operational Excellence

• Maintain accurate account plans, forecasts, and CRM records.

• Monitor client health and proactively address risks.

• Coordinate cross-functional teams to support successful client outcomes.

Perform other related duties as assigned.

Required Skills/ Abilities:

• Strong executive presence with the ability to influence senior stakeholders.

• Proven experience managing key or strategic accounts.

• Advanced consultative selling and relationship management skills.

• Strong communication, presentation, and negotiation abilities.

• Ability to translate complex technical solutions into clear business value.

• Highly organized with strong attention to detail and strategic thinking capabilities.

• Self-motivated, results-driven, and accountable.

• Proficient with CRM systems and Google Workspace or similar tools.

Education and Experience:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA preferred).

• 5 or more years of experience in account management, sales, or relationship management within fintech, SaaS, or financial services.

• 3 or more years of experience working with credit unions or financial institutions strongly preferred.

• 2 or more years of demonstrated success managing complex or key client relationships.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

• Must be able to regularly travel (20%)

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