Pathward · 3 hours ago
Account Executive Sr
United States
Full-time
Remote
Mid, Senior Level
$104K/yr - $174K/yr
5+ years expPathward is a financial empowerment company dedicated to creating financial inclusion for all. The Senior Account Executive will manage a portfolio of accounts, ensuring compliance with corporate standards while fostering strong client relationships and addressing any service issues that arise.
ConsultingFinanceFinancial Services
Responsibilities
Manage portfolio through complete and current knowledge of client’s financial condition, management’s performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards
Responsible for ensuring all advances and loans comply with loan policy and approved structure
Attain an acceptable contribution to overhead and/or profit from each client arrangement to achieve individual profit objective
Responsible for documenting all relationships to ensure approved and required legal documentation
Resolve factoring and asset based lending service problems, control operational costs and minimize loss of clients to competition
Propose changes in policies and procedure to reduce costs and provide better and more efficient services
Develop and operate within individual budget to control expenses
Structure and underwrite changes to existing deals for management approval
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent education and work experience
5+ years relevant experience
Customer service
Communication skills (verbal & written)
Collaboration
Financial Acumen
Benefits
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
Company
Pathward
Pathward is a financial firm that provides investment strategies to promote business growth for organizations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brett Pharr
Chief Executive Officer
Greg Sigrist
Chief Financial Officer
Recent News
2026-01-22
2025-12-15
2025-12-15
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