Account Lead - Client Business Management

Bread FinancialColumbus, OH
Hybrid

About The Position

The Account Lead is responsible for establishing and nurturing working relationships with internal partners to meet client expectations, participating in client calls and delivering business initiatives. This role involves executing bank-initiated changes that impact brand partners or cardholders while maintaining internal and external project trackers. Duties include handling the submission and reconciliation of program invoices, with a basic understanding of contracts and bank operating procedures. Ensuring the timely delivery of contract-related reporting, such as SLA reporting, and supporting clients' adherence to bank procedures are key responsibilities. Additionally, the role involves managing the inventory process with a focus on effective expense management for non-campaign-related components. The Account Lead also assists external partners with Salesforce maintenance, ensuring a basic understanding of client servicing procedures. The role is responsible for delivering all portfolio reporting packages, ensuring accurate and timely data delivery. Involves updating and maintaining the brand partner's PartnerPortal access and possessing a foundational understanding of the reporting tools and metrics.

Requirements

  • Associate's Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience
  • 2+ years experience in Account Management, Sales, Finance, Product Management, Project Management, Marketing, or credit card portfolio management.
  • Account Management
  • Relationship Management
  • Portfolio Operations
  • Must be work authorized in the United States on a full time basis without the need for any sponsorship now or in the future from any employer or organization.
  • Cannot offer employment to F-1 (student) visa holders.

Nice To Haves

  • Bachelor’s Degree or equivalent, relevant work experience
  • 2+ years' experience in a similar role within a corporate setting, with a proven track record of driving complex cross-functional initiatives.
  • Experience partnering with product, technology, or capabilities teams to support system enhancements, process improvements, and business initiatives.
  • Experience serving as a primary liaison between business partners and cross-functional teams, building trusted relationships, and driving alignment on business initiatives.

Responsibilities

  • Develops working relationships with internal partners to support client expectations, with participation in client calls and delivery of business initiatives.
  • Executes bank-initiated changes affecting brand partners or cardholders and maintains internal and external project trackers.
  • Manages submission and reconciliation of program invoices, with a basic understanding of contract and bank operating procedures. Ensures timely delivery of contract-related reporting, such as SLA reporting, and supports the ongoing acknowledgment of bank procedures by clients.
  • Supports the inventory management process, focusing on effective expense management and non-campaign-related components. Responsible for assisting with salesforce maintenance and ensuring basic knowledge of client servicing procedures.
  • Responsible for delivering all portfolio reporting packages, ensuring accurate and timely data delivery. Involves updating and maintaining the brand partner's PartnerPortal access and possessing a foundational understanding of the reporting tools and metrics.

Benefits

  • medical
  • prescription drug
  • dental
  • vision
  • other voluntary benefits (including basic and optional life insurance, supplemental medical plans, and short and long-term disability)
  • Six weeks of 100% paid parental leave
  • 401(k) plan
  • 11 paid holidays
  • Flexible Time Off (FTO) program
  • 80 hours of Paid Sick and Safe Time (“PSST”)
  • 40 hours of Illinois PSST
  • 40 hours of Illinois Paid Leave
  • purchase company stock
  • annual incentive bonus
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