Manager, Account Management (Fintech)

TL;DR

Manager, Account Management (Fintech): Leading account management teams to deliver retirement benefit services for small and medium-sized businesses with an accent on service delivery strategy and revenue cycle management. Focus on optimizing internal efficiencies, managing individual contributor performance, and scaling solutions for financial security.

Location: Must be located in the Lindon, Utah office (Monday-Thursday) with flexibility to work remotely on Fridays

Salary: $90,000 - $95,000 annually

Company

A high-growth fintech company on a mission to ensure that people in all lines of work have access to retirement benefits.

What you will do

• Communicate service delivery strategies for high-visibility and high-touch customer relationships.
• Manage, measure, and track individual contributors' caseloads and performance.
• Identify and resolve systemic issues to optimize existing or new services, processes, and tools.
• Collaborate with internal partners to document and support compliance with service level agreements.
• Align short and long-term customer goals with revenue cycle management and company objectives.

Requirements

• Location: Must be based in Lindon, Utah
• 3+ years of leadership experience.
• Strong background across the 401(k) retirement product life-cycle.
• Demonstrated ability to manage account managers in a fast-paced environment.
• Strong communication skills with confidence, professionalism, and empathy.
• High level of organization and ability to multi-task independently.

Culture & Benefits

• 401(k) plan with dollar-for-dollar employer match up to 4%.
• Comprehensive health, dental, and vision insurance.
• Mental health support via Lyra and fertility healthcare via Carrot.
• Monthly work-from-home and quarterly lifestyle stipends.
• Financial wellness tools and access to professional knowledge centers.
• Competitive time off and parental leave.