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Account Manager

Dallas, TX, United States

About the Role:

Responsible for collaborating with Partners and key internal stakeholders to evaluate, design and implement financial products and services while assisting in management of compliant oversight. Serves as an advocate for partners, assisting with implementations, and remediation efforts throughout the process, and ensuring the highest level of partner satisfaction.

What You Will Do:

Cultivate and maintain strong relationships with partners in the Financial Services sector.

Serve as the primary operational day-to-day point of contact for partners’ inquiries, concerns, and service requests.

Customer-Focused delivery for Pathward's partners.

Understand partners goals and develop tailored solutions to meet their needs.

Collaborate with cross functional teams to evaluate, design, and implement new programs and services.

Provide consultative and results-oriented support and guidance to partners throughout all phases of the implementation process.

Subject matter experts of program requirement document and additional add-on features

Champion partner needs and advocate for their success within the organization

Proactively address any issues or challenges, striving to exceed partner expectations.

Collaborate with cross functional teams to review monitoring metrics for partners to identify potential gaps and remediation needs.

Ability to consistently meet or exceed SLA standards to foster speed to market and partner satisfaction.

Ability to navigate a complex regulatory environment.

Proactively communicate partner issues and ensure the partner executive teams are aware.

Strong time management skills.

Computer Skills: To perform this job successfully, an individual should be prepared to perform significant portions of their work in a remote computer-based work environment, with advanced knowledge of Microsoft Office Suite and Teams.

Other duties as assigned.

What You Will Need:

Bachelor's degree or equivalent education and work experience.

2+ years experience in a similar role, preferably in Financial Services or Payments

Creative thinking and problem-solving abilities to determine the 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: $16.59 hourly – $29.59 hourly

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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