Account Manager I - Sales Support Specialist

PNC•San Diego, CA

11d•$52,500 - $105,000•Onsite

About The Position

The Account Manager I works under direct supervision in support of assigned long-term client relationships within PNC’s Treasury Management Sales organization. Based in Cincinnati, San Diego, Los Angeles, Phoenix, or Atlanta, the role provides sales and consultative support, serves as a liaison between clients and operational servicing units, and may participate in pricing and resource discussions and in defining services for existing and prospective clients. The position provides centralized support to the Treasury Management sales team, including client relationship reviews, polished client-ready presentations, PINACLE product demonstrations and sales materials, and pricing support. The Account Manager partners with sales teams to understand client needs, turns requests into clear, high-quality deliverables, and manages multiple requests with often same-day turnaround. This evolving role also contributes to developing and improving processes and best practices as the function scales. The role serves as a point of contact for client matters and may identify servicing opportunities with existing clients. It uses industry and PNC knowledge to inform customers about products, services, rates, and opportunities. When contract changes are needed, the Account Manager may negotiate servicing agreements and fees, working with in-house counsel and clients and reviewing agreements for alignment with servicing guidelines. The role analyzes and documents client requirements, forecasts and tracks key account metrics, identifies customization needs, and works with service partners on implementation. It supports contracted processes and independently resolves implementation and production challenges while working to maintain positive client relationships. PNC describes itself as an in-office company. The position is incentive eligible, with payments based on company, business, and/or individual performance. PNC will not provide employment visa sponsorship or participate in STEM OPT for this position.

Requirements

Typically requires a bachelor's degree or comparable combination of education, job-specific certifications, and experience, including military service, in lieu of a degree.
Typically requires at least 2 years of relevant professional experience.
Demonstrate appropriate knowledge, skills, and abilities for the role.
Preferred prior experience in Treasury Management.
Demonstrate customer focus and the ability to prioritize customer needs and satisfaction in business decisions.
Ability to assess and manage risks in support of PNC's Enterprise Risk Management Framework.

Nice To Haves

Prior experience in Treasury Management is highly recommended.
Account management, client counseling, competitive advantages, go-to-market strategies, influencing, negotiation, relationship building, and sales operations skills.
Knowledge of account management, customer relationship management applications, customer support policies and procedures, decision-making and critical thinking, effective communication, flexibility and adaptability, managing multiple priorities, negotiation, and problem management processes.

Responsibilities

Support assigned long-term client relationships and provide sales or consultative support.
Serve as a liaison between clients and operational servicing units and as a point of contact for client matters.
Support client relationship reviews and prepare polished, client-ready presentations.
Assist with PINACLE product demonstrations and sales support materials.
Provide pricing support and guidance and participate in pricing and resource discussions as applicable.
Partner with sales teams to understand client needs and priorities, and translate incoming requests into clear, structured, high-quality outputs.
Manage multiple requests with quick turnaround times, often the same day.
Help identify and develop new servicing opportunities with existing clients and inform customers about appropriate products, services, rates, and opportunities.
Participate in negotiating servicing agreements and fees when contract modifications are needed; work with in-house counsel and clients and review agreements for compliance with servicing guidelines.
Analyze, assess, and document client requirements; forecast and track key account metrics.
Identify customization needs and work with service partners to implement them.
Support processes outlined in contracts and independently resolve implementation and production issues to maintain positive client relationships.
Contribute to process improvement and help define best practices as the role evolves.
Focus on customer needs and satisfaction, develop customized customer solutions, and manage risks in accordance with PNC's Enterprise Risk Management Framework.

Benefits

Medical and prescription drug coverage, including a Health Savings Account feature, subject to eligibility.
Dental and vision options.
Employee and spouse/child life insurance.
Short- and long-term disability protection.
401(k) with PNC match.
Pension and stock purchase plans.
Dependent care reimbursement account.
Back-up child and elder care.
Adoption, surrogacy, and doula reimbursement.
Educational assistance, including select fully paid programs.
Wellness program with financial incentives.
Maternity and/or parental leave, subject to eligibility.
Up to 11 paid holidays each year, subject to eligibility.
9 occasional absence days each year, unless otherwise required by law.
15 to 25 vacation days each year, depending on career level and years of service.