Green Dot Corporation · 9 hours ago
Remote - Professional 3, Account Services Specialist
United States
Full-time
Remote
Mid Level
$69K/yr - $103K/yr
3+ years expGreen Dot Corporation is evolving to a new and permanent "Work from Anywhere" model, aiming to attract top talent aligned with their entrepreneurial spirit. They are seeking an Account Services Specialist to manage and cultivate relationships with corporate clients, ensuring client satisfaction and driving product adoption.
FinanceFinancial Services
No H1B
Responsibilities
Develop and execute strategies to increase the number of active paycards issued and active users within each existing client account
Identify upsell and cross-sell opportunities to maximize the overall value of our solutions for clients
Collaborate with the sales and relationship management teams to present additional services and features that align with client needs and objectives
Conduct regular account reviews to assess usage patterns and propose tailored solutions to enhance client outcomes
Provide clients with insights and recommendations on optimizing product utilization to meet their organizational goals
Coordinate the onboarding process for new clients, ensuring a smooth and efficient transition
Create comprehensive project plans for the onboarding of new strategic clients, outlining key milestones, timelines, and responsibilities
Regularly update project plans, communicate progress to clients and internal teams, and adjust timelines as needed to accommodate changing requirements
Collaborate with internal teams, including but not limited to the Sales and Product teams, to ensure seamless execution of the onboarding process
Work closely with clients to understand their unique needs and tailor the implementation process accordingly
Provide ongoing support during the initial stages of client engagement, addressing any challenges and ensuring a positive onboarding experience
Conduct post-implementation reviews to gather feedback, identify areas for improvement, and enhance future onboarding processes
Assist in the onboarding process for new team members, providing them with the necessary information, resources, and support to quickly acclimate to their roles and the company culture
Build and maintain strong relationships with assigned corporate clients
Serve as the primary point of contact for client inquiries, issues, and escalations
Conduct regular check-ins to assess client satisfaction and address any concerns
Facilitate the establishment of integration feeds, including the provision of integration specifications linking client-specific payroll software with internal systems
Conduct demonstrations and training sessions on product features to assist clients in achieving their specific business objectives and maximizing the value of our services
Coordinate the development of marketing materials
Travel to in-person meetings as needed
Address and resolve client issues promptly, collaborating with internal teams as needed
Proactively identify potential challenges and work towards implementing preventive measures
Collaborate effectively with third party service providers to effectively service customers
Be available during designated on-call hours, which may include evenings, weekends, and holidays, to respond to client needs
Develop a deep understanding of our PayCard, earned wage access, and disbursements products and services
Provide training and support to clients, ensuring they maximize the benefits of our solutions
Collaborate with internal teams to stay updated on product enhancements and new features
Monitor client usage and engagement with our paycard, earned wage access, and disbursements services
Conduct regular outreach to clients who are underperforming or showing low engagement. Offer support and recommendations to help them maximize the benefits of our services and improve their overall usage
Analyze data and prepare regular reports to demonstrate the impact of our solutions
Provide pre-sales support by assisting the sales team in understanding client needs, solutioning, and participating in client meetings when needed
Qualification
Required
Bachelor's degree preferred in Business, Finance, or a related field
3+ years of experience in account management or client success roles
Excellent communication and interpersonal skills
Strong problem-solving and analytical abilities
Ability to thrive in a fast-paced and dynamic work environment
Customer-centric mindset with a commitment to delivering exceptional service
Proven hands-on experience working with Salesforce CRM, including proficiency in navigating the platform, creating, and customizing records, and managing data
Demonstrates a sense of ownership and accountability for assigned tasks and projects, taking initiative to see them through to successful completion
Demonstrated ability to independently identify and troubleshoot issues, using a proactive and analytical approach to find effective solutions
Proven experience in self-management, with the ability to work autonomously, set personal goals, and consistently meet deadlines without constant supervision
Preferred
Knowledge of paycard and earned wage access solutions is a plus
Company
Green Dot Corporation
About Green Dot Green Dot Corporation (NYSE: GDOT) is a financial technology platform and registered bank holding company that builds banking and payment solutions to create value, retain and reward customers, and accelerate growth for businesses of all sizes.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$98MKey Investors
Sequoia Capital
2024-09-06Post Ipo Debt· $65M
2010-07-22IPO
2009-11-01Private Equity
Leadership Team
Dave Harden
Chief Technology Officer
Chris Ruppel
President
Recent News
Company data provided by crunchbase