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Tapcheck · 1 week ago
Lead Account Manager
Texas, United States
Full-time
Hybrid
Senior Level
$100K/yr - $115K/yr
4+ years exp
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Employee BenefitsFinancial Services
Insider Connection @Tapcheck
Responsibilities
Provide guidance, training, and ongoing support to 4-6 Account Managers, fostering a culture of continuous improvement and excellence.
Lead weekly pipeline reviews with each Account Manager, analyzing performance metrics and developing actionable plans to accelerate account conversion.
Manage a portfolio of accounts, overseeing maintenance, growth strategies, increased profitability, strategic direction, and overall client satisfaction.
Collaborate cross-functionally to develop and implement strategies aimed at boosting product adoption, enhancing engagement, and driving scalable growth.
Work with the team to develop Standard Operating Procedures (SOPs) focused on streamlining processes and ensuring consistency in operations.
Utilize data analytics to analyze, track, and execute team performance metrics, ensuring continuous progress towards daily, weekly, and quarterly KPIs.
Manage client escalations through effective project management, collaborating with Sales and Partnerships to define action plans aimed at client retention and resolution of internal and external initiatives.
Leverage successful client relationships to identify additional case studies, referrals, and advocacy opportunities, thereby expanding the network of advocates and driving business growth.
Qualification
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Required
2+ years of experience mentoring or leading individual contributors
4+ years of experience in an Account Management or Customer Success
1-2+ years experience in a Sales role that involved quota attainment
Experience using CRM systems such as Salesforce.com and Data analytical tool
Positive, can-do attitude; calm under pressure when working through time-sensitive customer issues
Analytical skills and the ability to interpret customer data, compile reports, and make insightful, data-driven decisions
Highly self-motivated and autonomous, demonstrating ownership over business results
Demonstrated aptitude to learn quickly, including an interest finance, and/or Financial Technology
Benefits
Paid Time Off
Health Insurance
Dental Insurance
Vision Insurance
401K Match
Company
Tapcheck
Tapcheck is the highest precision, highest adopton on-demand pay, aka earned wage access, product on the market
51-200 employees
Funding
Current Stage
Early StageTotal Funding
$38.03MKey Investors
FIS Impact VenturesPeakSpan Capital
2023-04-19Series Unknown· $18.03M
2022-08-10Series Unknown· Undisclosed
2022-06-23Series A· $20M
Leadership Team
Ron Gaver
Co-Founder & CEO
Alex Gostomelsky
Chief Financial Officer
Recent News
Interesting Engineering
2023-12-20
Home Health Care News
2023-12-20
Company data provided by crunchbase
