Strategic Account Manager

Strategic Account Manager

About Us

We are a leading provider of financial technology solutions, specializing in remote deposit capture, image capture SDKs, fraud prevention, and compliance tools. Our mission is to help banks and financial institutions deliver secure, innovative, and efficient services to their customers. We take pride in creating technology that protects financial ecosystems while improving user experience.

Overview

We are seeking a motivated and detail-oriented Strategic Account Manager to join our team in Minnetonka, MN. The role is ideal for someone who thrives in a fast-paced, accuracy driven environment and enjoys being part of a collaborative, solutions-oriented team.

You'll play a key role in supporting our relationships with strategic clients while helping ensure they get the most value from our services. This role is perfect for someone eager to grow their career in account management space and gain exposure to the Banking and Payments industry.

Location

Minnetonka, MNThis is an in-office position and requires regular attendance at our Minnetonka, MN office.

Responsibilities

Relationship Building

• Be the primary contact and point of escalation for any matter for a group of strategic clients. You'll establish strategic, productive, and professional relationships with each of our client's key decision makers and contacts.
• Focus on maintaining day-to-day client rapport, helping clients reach their goals using our platform, and ensuring a positive experience.

Account Growth Assistance

• Work with senior team members to identify ways to grow existing client accounts, support client retention efforts, and help spot opportunities for upselling and cross-selling.
• Keep track of client agreements and contracts and lead contract renewal processes.

Team Collaboration

• Coordinate with internal teams (Product, Implementations, Support, Operations, Finance) to ensure client needs are understood and met efficiently. Assist senior team members as needed.

Strategic Planning Support

• Help develop and update strategic growth plans for clients, track key milestones, and report on performance metrics and client progress.

Client Communication

• Help communicate our company's goals, product updates, and overall service strategy to clients. You'll also help gather and share client feedback with our internal teams.
• Attend recurring meetings with key clients to foster a strong relationship, address any ongoing discussion items, and identify areas of improvement or emerging client issues.
• Provide weekly updates with management and other teams as it relates to clients' needs, trends, and performance.

Data and Reporting

• Assist in analyzing client data to identify trends, areas of improvement/efficiency, and product review.

Learning & Development

• Become familiar with our platforms, tools, and the payments industry.

Qualifications

• Bachelor's degree or equivalent work experience preferred
• 1–2 years of experience in customer service, account management, or a related field
• Strong communication, organizational, and problem-solving skills
• Self-starter who seeks answers and is proactive
• Proficient in Microsoft Office programs
• Ability to manage multiple tasks and priorities in a fast-paced environment
• Comfortable working with data and CRM tools