Account Manager

About the Role:

Responsible for collaborating with Partners and key internal stakeholders to evaluate, design and implement financial products and services while maintaining compliant oversight. Serves as an advocate for partners, assisting with implementations, and remediation efforts throughout the process, ensuring the highest level of quality, deep knowledge of the Financial Services or Payments industry, compliance, and partner satisfaction.

What You Will Do:

• Cultivates and maintains strong relationships with partners in the BaaS services sector.
• Communicates partner issues and ensure the partner executive teams are aware of the issues.
• Serves as the primary operational day-to-day point of contact for partners inquiries, concerns, and service requests.
• Provides customer-Focused delivery for Pathward’s partners.
• Understands partners goals and develop tailored solutions to meet their needs.
• Collaborates with cross functional teams to evaluate, design, and implement new programs and services.
• Provides consultative and results-oriented support and guidance to partners throughout all phases of the implementation process.
• Demonstrates subject matter experts of program requirement document and additional add-on features
• Champions partner needs and advocate for their success within the organization
• Proactively addresses any issues or challenges, striving to exceed partner expectations.
• Collaborates with cross functional teams to review monitoring metrics for partners to identify potential gaps and remediation needs.
• Consistently meets or exceeds SLA standards to foster speed to market and partner satisfaction.
• Navigates a complex regulatory environment.
• Strong time management skills.
• Manages complex partner portfolios.
• Demonstrates ability to assess and manage risk in a dynamic environment.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree or equivalent education and work experience.
• Up to 2+ years with bachelor's or equivalent.
• Creative thinking and problem-solving abilities to determine best path forward in an environment where multiple solutions are possible.
• Great rapport building and communication skills with a diverse group of partners and management at all levels.
• Great customer service acumen and ability to advocate for the partner.
• Ability to gain an understanding of partners and their position in the payments industry.
• Maturity to work within and contribute to an expanding organization.
• Meet/Exceed team and organizational goals as outlined by leadership.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $47,985.10 – $88,620.91

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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