Branch · 2 months ago
Senior Manager, Account Management
Branch is on a mission to empower workers with financial freedom by providing accessible financial services. As the Senior Manager of Account Management, you will lead a team to manage client accounts, drive revenue growth, and ensure exceptional customer experiences.
BankingFinancial ServicesFinTechPayments
Responsibilities
Lead, mentor, and coach a team of Account Managers to achieve retention, growth, and client satisfaction goals
Develop and execute strategic account plans to grow and retain a portfolio of key client accounts and platforms
Act as the primary point of contact for key clients, including senior-level stakeholders, building and nurturing strong, trust-based relationships
Ensure the seamless delivery of solutions for both direct accounts and Platforms by collaborating with internal teams such as Product, Sales, and Operations
Identify opportunities for upselling and cross-selling new products and services to increase revenue and product adoption
Handle escalated client issues and complaints, working cross-functionally to provide effective and timely resolutions
Monitor team and account performance against key metrics, providing regular reports and insights to leadership
Stay updated on industry trends, market dynamics, and competitor activity within the fintech space
Lead negotiations for contract renewals and expansions, ensuring profitable and long-term partnerships
Qualification
Required
Minimum of 5+ years of progressive account management or sales experience within the FinTech, SaaS, or technology solutions industry
Proven track record of managing enterprise-level clients and exceeding revenue targets
Minimum of 2+ years of experience in a leadership or people management role
Strong strategic thinking and business acumen, with the ability to create and execute growth strategies
Exceptional communication, presentation, and negotiation skills
Proficiency with CRM software (e.g., Hubspot) and experience with data analysis and reporting
Demonstrated ability to influence and collaborate with cross-functional teams
Ability to work independently and manage multiple priorities in a fast-paced environment
Bachelor's degree in Business, Marketing, or a related field; an MBA is a plus
Preferred
Experience with B2B2C business models and platform management is highly desirable
Benefits
Market-leading medical, dental, and vision insurance
Stock options
Free Premium-Tier Origin Financial Wellness subscription
Monthly home-office stipend
401k (TransAmerica)
12-weeks paid parental leave for birthing and non-birthing parents
Flexible time off + sick and safe time
11 paid company holidays
Company
Branch
Branch helps businesses offer accelerated pay and digital wallets to empower their workers.
Funding
Current Stage
Growth StageTotal Funding
$638.12MKey Investors
AdditionNeuberger BermanTechstars
2025-04-25Series Unknown· $5M
2022-03-09Series C· $75M
2021-08-17Series B· $48M
Recent News
MarTech Series
2026-01-11
Company data provided by crunchbase