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Strategic Account Executive (Fintech)
Описание вакансии
Текст:
TL;DR
Strategic Account Executive (Fintech): Managing and expanding employee benefit program accounts and broker partnerships with an accent on revenue growth, client relationships, and strategic account development. Focus on identifying upsell opportunities, optimizing client and broker experiences, managing escalations, and coordinating cross-functional improvements.
Location: Hybrid role requiring in-office presence in Atlanta, Georgia three days per week; travel required 35% of the time.
Company
is an employee purchase program within PROG Holdings, a fintech holding company providing payroll-deduction, lease-to-own, and Buy Now Pay Later financial solutions.
What you will do
- Manage a growing book of client and broker accounts across designated territories.
- Build trusted relationships with client and broker executives and communicate the program’s value proposition.
- Drive account revenue, profitability, renewals, expansion, and upsell opportunities.
- Develop marketing, education, and training opportunities to improve program effectiveness.
- Monitor contract compliance, account risks, reporting, escalations, and relationship-impacting issues.
- Partner with sales, client services, marketing, customer experience, and other internal departments on strategic improvements.
Requirements
- Bachelor’s degree in Business or a related field, or equivalent relevant experience.
- 5+ years of account management experience, including employee benefit offerings or programs.
- Financial acumen with analytical, operational, organizational, and time-management skills.
- Experience with Microsoft Office products, including pivot tables and PowerPoint, and CRM tools such as Salesforce.
- Proven annual goal attainment with strong written, oral, presentation, relationship-building, and networking skills.
- Ability to work in the Atlanta office three days per week and travel 35% of the time.
Nice to have
- Experience representing employee benefit programs at client stewardships, benefit fairs, client or broker meetings, and events.
- Curiosity and adaptability toward expanding use of AI-enabled tools and evolving workflows.
Culture & Benefits
- Work in a people-focused fintech organization committed to responsible financial solutions.
- Collaborate across sales, client services, marketing, and customer experience functions.
- Work in a hybrid arrangement with regular in-office collaboration in Atlanta.
- welcomes and encourages diversity in the workplace.