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Urban FT · 1 day ago

Strategic Account Manager

Minnetonka, MN

Full-time

Onsite

Entry Level

1+ years exp

Urban FT is a leading provider of financial technology solutions focused on enhancing the services of banks and financial institutions. They are seeking a motivated Strategic Account Manager to support relationships with strategic clients, ensuring they derive maximum value from the company's services while fostering account growth and collaboration across internal teams.

BankingFinancial ServicesFinTechMobilePaymentsSocial MediaTransaction Processing

Growth Opportunities

Responsibilities

Be the primary contact and point of escalation for any matter for a group of strategic clients. You’ll establish strategic, productive, and professional relationships with each of our client’s key decision makers and contacts

Focus on maintaining day-to-day client rapport, helping clients reach their goals using our platform, and ensuring a positive experience

Work with senior team members to identify ways to grow existing client accounts, support client retention efforts, and help spot opportunities for upselling and cross-selling

Keep track of client agreements and contracts and lead contract renewal processes

Coordinate with internal teams (Product, Implementations, Support, Operations, Finance) to ensure client needs are understood and met efficiently. Assist senior team members as needed

Help develop and update strategic growth plans for clients, track key milestones, and report on performance metrics and client progress

Help communicate our company’s goals, product updates, and overall service strategy to clients. You’ll also help gather and share client feedback with our internal teams

Attend recurring meetings with key clients to foster a strong relationship, address any ongoing discussion items, and identify areas of improvement or emerging client issues

Provide weekly updates with management and other teams as it relates to clients’ needs, trends, and performance

Assist in analyzing client data to identify trends, areas of improvement/efficiency, and product review

Become familiar with our platforms, tools, and the payments industry

Qualification

Account ManagementCustomer ServiceData AnalysisCRM ToolsMicrosoft OfficeCommunicationOrganizational SkillsProblem-SolvingSelf-Starter

Required

Bachelor's degree or equivalent work experience preferred

1–2 years of experience in customer service, account management, or a related field

Strong communication, organizational, and problem-solving skills

Self-starter who seeks answers and is proactive

Proficient in Microsoft Office programs

Ability to manage multiple tasks and priorities in a fast-paced environment

Comfortable working with data and CRM tools

Company

Urban FT

Urban FT is one of the Banking and Payment Industry’s leading and fastest-growing providers of AI-powered mobile imaging and process automation solutions.

Founded in 2012

New York, New York, USA

11-50 employees