Account Manager

REPAY - Realtime Electronic Payments•Fort Worth, TX

36d

About The Position

REPAY is seeking an experienced Account Manager with critical thinking skills and a strategic mindset. This role involves developing strong relationships with customers, connecting with key business executives and stakeholders, and preparing sales reports. The Account Manager will also handle client queries and identify new business opportunities among existing customers. This position requires liaising with cross-functional internal teams, including Customer Service and Development departments, to enhance the overall customer experience.

Requirements

Bachelor’s Degree preferred.
2-4 years of Technical Account Management Experience.
Demonstrated ability to create and execute strategy, resolve complex problems, and the ability to work independently.
Familiarity with CRM systems and practices (e.g. Salesforce).
Must be highly proficient in Microsoft Excel, Word, and PowerPoint.
Ability to work independently and be a self-starter.

Nice To Haves

Mortgage Servicing industry, Payments industry and/or Financial Services experience preferred.

Responsibilities

Serve as the lead point of contact for all matters specific to assigned accounts.
Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors.
Acquire a thorough understanding of key customer needs and requirements.
Expand relationships with existing customers by proposing solutions that meet their objectives.
Ensure the timely and successful delivery of solutions according to customer needs and objectives.
Act as a liaison between customers and technical internal teams.
Resolve customer issues and problems, and handle complaints to maintain trust.
Assist with challenging client requests or issue escalations.
Maintain client records.
Play an integral part in generating new sales that will turn into long-lasting relationships.
Build and maintain strong, long-lasting client relationships.
Develop new business with existing clients and identify areas for improvement to meet sales quotas.
Collaborate with the sales team to identify and grow opportunities within the territory.
Prepare reports on account status.
Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.
Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
Conduct quarterly CONNECT meetings.
Follow industry news and trends.
Share industry trends, benchmarks, and developments with clients.
Identify opportunities for educational events with customers.