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Senior Account Manager

1 hour, 37 minutes ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
CRM Metabase Salesforce Tableau
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dv01

dv01

dv01 provides a comprehensive data management, reporting, and analytics platform specifically designed for lending markets, enabling users to gain transparency and insights into loan-level data while streamlining asset-based finance operations.

IT Services
51-250
Founded 2014
$34M raised
View All Jobs 4

Description

  • Own a portfolio of high-value strategic accounts and serve as the primary point of contact for executive and operational stakeholders.
  • Lead contract renewals and expansions end-to-end, including negotiation, deal structuring, and coordination with Finance and Legal.
  • Build and execute strategic account plans with growth objectives, risk mitigation strategies, and multi-quarter action items.
  • Develop and maintain C-suite and senior-level relationships to deepen client adoption of dv01’s platform.
  • Identify and execute cross-sell and upsell opportunities across the product suite in partnership with Sales and Product Specialists.
  • Use user analytics and engagement data to drive product adoption, surface expansion opportunities, and improve the client experience.
  • Gather client feedback and communicate structured insights to the Product team to support the product feedback loop.
  • Collaborate with Sales, Support, Product, and Engineering to resolve escalations and align the product with client needs.
  • Facilitate quarterly business reviews, product demos, and training sessions for client accounts.
  • Represent dv01 at industry conferences, client events, and trade shows.

Requirements

  • 3–5+ years of account management, client success, or post-sales experience, ideally in FinTech, ABS/Structured Products, Capital Markets, or a related field.
  • Proven experience owning and growing high-value client relationships, including complex renewals and expansions.
  • Strong executive presence and comfort engaging senior stakeholders, including C-suite leaders, internally and externally.
  • Ability to identify growth opportunities and build a business case for expansion.
  • Deep product curiosity and technical aptitude for learning SaaS platforms and discussing complex financial data products.
  • Excellent written and verbal communication skills with the ability to tailor messaging to different audiences.
  • Strong organizational skills and attention to detail to manage multiple accounts and priorities.
  • Experience with Salesforce or a similar CRM.
  • Comfort using analytics tools such as Tableau or Metabase to derive client insights.
  • Ability to visit clients occasionally in the NY Metro Area.

Benefits

  • Unlimited PTO, including time for vacations and mental health days.
  • $1,000 Learning & Development Fund for conferences, classes, workshops, and other learning opportunities.
  • Remote-first work environment with flexibility to work from home, a cafe, or a hotel.
  • Comprehensive medical, dental, and vision insurance for employees and their families.
  • 401(k) retirement plan.
  • Monthly fitness stipend of $138 for gym or fitness memberships.
  • Up to $1,650 per year through a Fitness Fund for workout equipment, gear, or wellness essentials.
  • 16 weeks of 100% paid leave for primary caregivers and 4 weeks for secondary caregivers.

Interested in this position?

Apply directly on the company website

Apply Now

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