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Company

Bravado · 5 hours ago

Account Manager

Sacramento, CA

Full-time

Remote

Mid Level

$240K/yr - $280K/yr

3+ years exp

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Responsibilities

Act as the primary point of contact for assigned clients, focusing on their payment-related needs. Build and maintain strong, long-term relationships with clients to foster trust and loyalty. Provide regular updates, insights, and solutions to improve client satisfaction.

Oversee and manage the processing of payments to ensure accuracy and timeliness. Troubleshoot and resolve issues related to payment delays, errors, or technical challenges.

Identify opportunities to enhance clients’ payment processes or expand their use of company services. Offer guidance on best practices and recommend tailored solutions to support business goals.

Upsell or cross-sell additional payment products or services. Monitor payment activity and analyze data to identify trends, inefficiencies, or potential risks.

Prepare reports on account performance and present findings to clients or internal stakeholders. Use insights to recommend actionable improvements in payment systems or processes.

Ensure all payment processes adhere to relevant regulations, policies, and industry standards. Monitor for suspicious activities or anomalies to mitigate fraud or compliance risks.

Educate clients about compliance requirements and support them in meeting obligations. Work closely with sales, technical, and customer support teams to deliver seamless service.

Act as a liaison between clients and internal departments to address complex payment needs. Share client feedback with product teams to inform improvements or new features.

Proactively identify and resolve potential issues before they escalate. Handle escalations promptly, ensuring timely resolution and effective communication with clients.

Stay updated on industry trends, emerging technologies, and payment regulations. Develop expertise in the company’s payment platforms, tools, and services.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementPayment ProcessingClient Relationship ManagementData Analysis ToolsCRM SystemsInternational Payment SystemsPayment GatewaysAPIsCross-Border PaymentsPayment RegulationsFinancial Risk ManagementFraud PreventionCertified Payments ProfessionalCertified Treasury Professional

Required

Bachelor’s degree in finance, business administration, accounting, economics, or a related field.

3–5 years of experience in account management, payment processing, client relationship management, or a related role.

Strong understanding of payment processing systems, banking operations, or financial technology platforms.

Strong interpersonal skills to build and maintain client relationships.

Aptitude for troubleshooting and resolving payment-related issues.

Excellent verbal and written communication skills for client interactions and internal reporting.

Ability to handle multiple accounts and prioritize tasks effectively.

Experience working with cross-functional teams, including sales, product, and technical support.

Goal-oriented and self-motivated with a client-first approach.

Detail-oriented with a focus on accuracy and efficiency.

Preferred

Experience in the financial services or payments industry is highly preferred.

Familiarity with international payment systems, regulations, and compliance requirements is advantageous.

Proficiency in data analysis tools (e.g., Excel, Tableau) and CRM systems (e.g., Salesforce).

Knowledge of payment gateways, APIs, and cross-border payment systems is a plus.

Familiarity with global and regional payment regulations (e.g., PCI DSS, AML, GDPR).

Basic knowledge of financial risk management and fraud prevention.

Relevant certifications, such as Certified Payments Professional (CPP), Certified Treasury Professional (CTP), or similar, can be a significant advantage.

Advanced degrees (e.g., MBA) are a plus but not always required.