Strategic Account Executive (Fintech)

TL;DR

Strategic Account Executive (Fintech): Managing and growing a portfolio of client and broker accounts for an employee purchase program with an accent on relationship building, revenue growth, and strategic partnership development. Focus on identifying upsell opportunities, optimizing client experience, and navigating complex industry trends within the voluntary benefits sector.

Location: Must be based in or able to commute to Atlanta, Georgia (Hybrid: 3 days/week in-office)

Company

A leading FinTech holding company specializing in lease-to-own solutions and employee purchase programs, committed to innovation and responsible financial access.

What you will do

• Manage and grow a book of accounts by meeting target revenue and performance metrics.
• Represent the company at the executive level to build strong relationships with clients and brokers.
• Develop and execute strategic recommendations for account expansion and program effectiveness.
• Identify and pursue upsell opportunities in partnership with brokers.
• Collaborate with cross-functional teams to optimize the client experience across sales, marketing, and support.
• Document and train internal staff on new processes and policies related to client management.

Requirements

• Must be able to work in-office in Atlanta, GA, 3 days per week.
• Bachelor's degree in Business or equivalent experience.
• 5+ years of account management experience.
• Proven track record of managing employee benefit programs.
• Strong financial acumen and proficiency with CRM tools like Salesforce.
• Ability to travel up to 35% of the time for client events and stewardship.

Nice to have

• Experience with AI-enabled tools and workflows.
• Strong networking skills within the voluntary benefits industry.

Culture & Benefits

• Opportunity to work within a growing, publicly traded FinTech organization.
• Focus on innovation and professional development.
• Inclusive workplace culture that values diversity and equal opportunity.