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Coastal · 1 day ago

Fintech Account Manager

United States

Full-time

Onsite

Senior Level

$130K/yr - $155K/yr

6+ years exp

Coastal is at the forefront of modern banking, combining strong financial infrastructure with cutting-edge Banking-as-a-Service (BaaS) and fintech enablement strategies. The Fintech Account Manager is responsible for managing relationships with fintech and platform partners, ensuring program health, regulatory alignment, and long-term growth while coordinating across internal functions to drive revenue and deliver a best-in-class partner experience.

Financial Services

Responsibilities

Relationship Ownership: Serve as the primary contact for assigned fintech partners, building trust and driving alignment between partner objectives and bank priorities

Program Health & Compliance: Monitor partner performance against contractual, regulatory, and operational requirements. Identify risks early and coordinate remediation with internal teams

Adoption & Enablement: Ensure partners are successfully using bank platforms and processes, providing guidance and resources to improve efficiency and adoption

Issue Resolution: Take ownership of partner issues, driving resolution efficiently and independently, while ensuring executive visibility on critical matters

Strategic Planning & Growth: Develop and maintain plans for each partner, outlining strategic goals, compliance checkpoints, and opportunities for program expansion, cross-sell, and revenue growth

Cross-Functional Coordination: Drive collaboration with Compliance, Risk, Operations, Product, and Finance teams to support partner initiatives and audits

Performance Analysis: Track account metrics (transaction volume, risk events, partner escalations, SLAs) to identify trends and recommend optimization strategies

Reporting & Reviews: Lead quarterly business reviews (QBRs) and provide regular reporting to partners and internal stakeholders

Continuous Improvement: Contribute to the evolution of SOPs, escalation playbooks, and partner experience frameworks

Qualification

Fintech experienceBaaS knowledgeAccount managementCompliance oversightPerformance monitoringProgram management toolsMicrosoft Office SuiteRelationship buildingConflict resolutionCommunication skills

Required

6 + years of experience in fintech, financial services, or regulated partner/account management roles

Strong understanding of banking-as-a-service (BaaS), fintech operations, or compliance-driven environments

Proven ability to manage high-value, complex accounts independently

Excellent relationship-building, communication, and conflict resolution skills

Experience with issue escalation, compliance oversight, and performance monitoring

Familiarity with program management tools, CRMs, and reporting platforms

Bachelors degree in Finance, IT or Business Development or equivalent work experience

6 plus years proven experience in Relationship and Program Management, preferably in BaaS, fintech and/or banking

Experience with Microsoft Office Suite and program management software and tools to facilitate efficient program planning, tracking, and reporting

Preferred

Experience working on cross-functional and/or cross-team projects

Benefits

Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.

Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.

Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.

Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.

Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.

Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.

Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.

401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.

Paid Time Off: Generous vacation and sick leave policies to support your time away from work.

Holidays: Enjoy 11 paid holidays throughout the year.