Pathward · 2 days ago

Account Relationship Manager I

United States

Full-time

Remote

Mid Level

$48K/yr - $89K/yr

3+ years exp

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Work & Life Balance

Insider Connection @Pathward

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Responsibilities

Client Support: Assist Relationship Manager II with client outreach, including pre-and-post onboarding activities.

Contract Renewals: Manage contract renewals to meet client needs and ensure timely updates and extensions.

Follow-Up: Proactively follow up with clients and event leads to address questions and ensure ongoing satisfaction.

Data Management: Maintain accurate contract information, client data, and other essential records in Salesforce, ensuring compliance with data standards.

Collaboration: Work closely with the Relationship Manager II to support their activities and ensure clients receive high-quality, responsive service.

Client Refresher Sessions: Conduct sessions to keep clients informed and engaged, collaborating with the Client Support team.

Onboarding Workshops and Webinars: Deliver workshops and webinars to integrate clients effectively into our services, working with the Client Support team.

Consults with client base to meet/exceed portfolio performance goals including proactive sales calls, engagement level, product adoption and other key performance indictors creating an overall environment of success for Pathward services

Develops and maintains a sales pipeline and associated sales goals.

Work closely with the Relationship Manager II to support activities and ensure clients receive high-quality, responsive service

Other duties as assigned.

Qualification

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Account ManagementSales Pipeline ManagementRetail BankingCommercial BankingCRM