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Strategic Accounts Manager

1 week, 2 days ago
United States
Full-time
Senior
Account Manager
Customer and Technical Support
CRM HubSpot JIRA Linear Monday.com
Apply Now
Worth AI

Worth AI

Worth AI is a leading provider of business credit score and risk management solutions. Their AI-powered underwriting platform helps businesses accelerate credit approvals, predict portfolio credit risk, and eliminate unnecessary losses. With a focus on...

Internet Software & Services
View All Jobs 13

Description

  • Assist with implementation and onboarding for newly acquired enterprise clients.
  • Provide hands-on training so clients can use AI-driven underwriting, risk assessment, and financial decisioning solutions effectively.
  • Build and maintain trusted client relationships and act as a strategic advisor.
  • Develop client success and growth plans that drive product utilization and expansion.
  • Proactively assess client satisfaction, identify workflow challenges, and recommend solutions.
  • Serve as the main point of contact for client issues, including underwriting workflows, data integrations, and AI performance.
  • Maintain accurate client, portfolio, and underwriting data in CRM and internal systems.
  • Collaborate with internal teams to support service delivery, issue resolution, and product improvements.
  • Gather customer feedback and advocate for customer-centric enhancements with the product team.
  • Manage an assigned book of business, including renewals, expansion, reporting, and account health.
  • Lead recurring client meetings such as weekly syncs, steering committees, QBRs, and onsite sessions.

Requirements

  • 5+ years of experience in enterprise account management or management consulting.
  • Strong communication and relationship-building skills.
  • Proven ability to manage multiple projects and clients effectively.
  • Strong analytical and problem-solving skills.
  • Experience working with C-suite and senior leadership, with the ability to simplify complex concepts.
  • Experience in the software and technology industry is highly desirable.
  • Experience with high-volume financial institutions such as banks, credit unions, lenders, or credit issuers.
  • Working knowledge of financial regulatory bodies and frameworks including FinCEN, OFAC, FCRA, AML/CFT, and GDPR.
  • Ability to thrive in a fast-paced environment and adapt quickly to changing priorities.
  • Working understanding of underwriting principles, credit risk, lending workflows, and financial data models.
  • Strong knowledge of AI technologies and their applications in fintech, underwriting, credit decisioning, and risk management.
  • Proficiency with CRM platforms such as Monday and HubSpot, ticketing systems such as Linear or Jira, and customer success tools.
  • Ability to independently own onboarding, escalations, and executive relationships without heavy ramp time.
  • Background from top-tier strategy consulting firms such as McKinsey, Bain, or BCG is especially preferred, particularly with financial services or FinTech experience.
  • Travel is expected based on client and business needs.
  • Hybrid work arrangement for candidates in the Orlando, Florida area.

Benefits

  • Health care coverage including medical, dental, and vision.
  • 401(k) plan.
  • Life insurance.
  • Unlimited paid time off.
  • 9 paid holidays.
  • Work-from-home option.
  • Free food and snacks for Orlando, FL employees.

Interested in this position?

Apply directly on the company website

Apply Now

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