Strategic Account Executive (Fintech)

TL;DR

Strategic Account Executive (Fintech): Managing and growing a portfolio of key client accounts and broker partnerships with an accent on revenue growth, relationship cultivation, and strategic program expansion. Focus on driving profitability, identifying upsell opportunities, and serving as the primary liaison between internal teams and external stakeholders.

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

Company

A leading FinTech holding company specializing in lease-to-own solutions and employee purchase programs.

What you will do

• Manage and grow a book of accounts to meet target revenue and profitability goals.
• Represent the company at the executive level to build and maintain strong client and broker relationships.
• 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 service.
• Document and train internal staff on new processes and policies related to client management.

Requirements

• Must be able to work in-office in Atlanta, Georgia 3 days per week.
• 5+ years of account management experience.
• Experience managing employee benefit offerings or programs.
• Strong financial acumen and analytical skills.
• Proficiency in Salesforce and Microsoft Office (including pivot tables).
• Ability to travel up to 35% of the time for client events and stewardship.

Nice to have

• Experience with AI-enabled tools and workflows.
• Proven track record of annual goal attainment.

Culture & Benefits

• Opportunity to work within a leading, innovative FinTech organization.
• Focus on professional growth and adaptability in an AI-integrated environment.
• Collaborative team culture valuing diversity and inclusion.