Associate Account Manager
You will serve as the day-to-day contact for a portfolio of customers, resolve operational needs, and escalate complex issues through resolution. You will analyze customer and program trends, maintain account-management materials, support customer-facing presentations and reporting, and improve operational processes with cross-functional partners.
Responsibilities
- Serve as the primary point of contact for a portfolio of Core Segment customers
- Manage support tickets, program inquiries, configuration questions, and status updates
- Ensure customer programs run smoothly and resolve issues promptly
- Build customer relationships and identify recurring needs
- Escalate complex issues and see them through resolution
- Analyze macro, business, technology, and pipeline trends for key customers
- Document and improve account-management operational processes
- Create and maintain templates, playbooks, and reference materials
- Prepare customer-facing materials, QBRs, executive briefing decks, reporting, and account summaries
- Perform data analysis and reporting on customer trends, program health, and portfolio insights
- Partner with Product, Engineering, Settlement, Compliance, and Support to close action items
Requirements
- 1–3 years of experience in account management, customer success, operations, business development, or a related field
- Written and verbal communication
- Excel or Google Sheets, including pivot tables, VLOOKUPs, and IF/SUMIF formulas
- Process improvement
- Interest in payments, financial services, or technology
Benefits
- Multiple health insurance options
- Flexible vacation time
- Retirement savings program with company contribution
- Equity in a publicly traded company
- Monthly remote-work stipend
- Annual development stipend
- Family-forming benefits
- Up to 20 weeks of parental leave