Junior Account Manager
About The Position
About DecisionLogic: Headquartered in San Diego, DecisionLogic is a leading FinTech company providing a suite of integrated financial asset verification and credit scoring solutions across major financing verticals. In the last fourteen years, our SaaS platform has served more than one million consumers and over two thousand clients around the world. We are currently expanding into a wide variety of new markets with an aggressive growth plan that includes exciting new product development and feature releases. We are proud to offer the opportunity to join a dynamic team with a company that is stable and growing. Summary The Junior Account Manager supports client success and account growth by delivering responsive service, assisting with onboarding, and maintaining platform setup and client profiles. This role provides timely resolutions to client inquiries via phone, email, and collaborates with internal teams to offer value-driven solutions. The Junior Account Manager conducts client trainings, monitors usage trends, and helps implement best practices to drive engagement. Responsibilities include processing compliance requests, reporting technical issues, and escalating strategic concerns to leadership. By fostering proactive relationships and educating clients on platform features and updates, the Junior Account Manager contributes to retention, satisfaction, and revenue growth across assigned accounts. The Junior AM will also provide world class client service to designated accounts and support all client business goals through utilization of the DecisionLogic platform.
Requirements
- College degree preferred
- Minimum of two (2) years of experience in a client success role
- Strategic thinker and problem solver
- World class client service and communication skills
- Highly organized with exceptional attention to detail
- Proficient in MS Office applications
- Executes work with a sense of urgency and ownership
- Proactive, resourceful and a team player
- Adaptability to fast pace and ever-changing start up culture
- Qualified candidates must be legally authorized to work in the United States.
- Due to the confidential nature of the information processed by the company we require extensive general and criminal background checks on all staff.
Nice To Haves
- Experience in SaaS or Internet technology a plus; financial/lending experience preferred
Responsibilities
- Provide timely responses and comprehensive resolutions to all incoming client support needs via phone, and email
- Leverage internal team expertise and available resources to provide value driven solutions to client questions or challenges
- Responsible for company set up and profile maintenance including creating landing pages, site users, company preferences, profiles, and user credentials
- Conduct client trainings as needed i.e. portal use or implementation of best practices guide
- Support new client onboarding and conduct regular, proactive outreach to DL clients to help build relationships and promote usage growth
- Responsible for educating and updating clients on procedural, technological, compliance and/or regulatory changes that may impact client workflow and service
- Report and track technical errors through resolution; communicate with client base accordingly
- Promptly escalate select issues across invoicing, usage growth or client strategy to the appropriate leadership team member
- Process compliance-related requests within 14 days to ensure request forms are completed with no errors or issues within the 30-day deadline
- Assist other departments with any administrative task as needed
- Create meaningful relationships with new and existing clients by providing proactive education about DL's products and services as well as conversation rate optimization recommendations
- Utilize all available data, tools, and reporting to evaluate usage growth opportunities and execute against them to achieve annual usage revenue goals
- Provide regular reporting on client onboarding efforts, outreach activities, trends, and client feedback
- Oversee and participate in the onboarding of referred and/or returning clients; follow up, track and report on account status to ensure utilization and client satisfaction
- Demonstrate expert level execution of client support duties to effectively serve as a point of escalation for sales and support team members
- Actively participate in new Sales Rep and Account Manager onboarding and training
Benefits
- Medical, dental, vision, and life insurance
- 401K benefits with employer match
- Paid vacation, paid holidays, and paid sick time
- Personal & professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
