via Indeed
$60K - 90K a year
Manage client relationships, drive renewals, and expand accounts through cross-selling digital banking products.
Requires a bachelor's degree and 3+ years in fintech or digital banking account management, which you do not have.
Job Summary The Digital Banking Account Manager will manage a portfolio of financial institution clients who utilize our digital banking solutions. Serve as a trusted advisor, ensuring client satisfaction, driving renewals, and expanding client relationships through cross-selling and upselling additional products and services. Supervisory Responsibilities: None Duties/ Responsibilities: • Client Relationship Management • Serve as the primary point of contact for assigned digital banking clients. • Build and maintain strong, long-term client relationships, positioning yourself as a trusted advisor. • Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities. • Account Growth & Cross-Selling • Identify, pursue, and close cross-sell and upsell opportunities across our digital banking and software suite. • Collaborate with sales and product teams to craft solutions tailored to client needs. • Meet or exceed revenue growth and expansion targets. • Renewals & Retention • Own the renewal process for assigned accounts, ensuring timely contract execution. • Proactively address client concerns to reduce churn and increase customer loyalty. • Negotiate contract renewals and ensure favorable outcomes for both client and company. • New Sales Component • Prospect new & field inbound marketing qualified leads for web design, hosting and CMS opportunities for FI’s of all sizes. • Support a team selling environment of website sales within a larger core and/or digital banking sale. • Qualify, quote, present and close stand alone web sales and some small ($50M of less in assets) stand alone digital deals. • Strategic Partnership • Gain a deep understanding of clients’ business objectives, challenges, and digital transformation goals. • Advise clients on best practices and new features to maximize their investment. • Act as a voice of the customer internally, collaborating with product and support teams to improve offerings. • Operational Excellence • Maintain accurate account plans, pipeline forecasts, and CRM records. • Track client health metrics and proactively intervene when risks are identified. • Support client onboarding, training, and adoption initiatives. • Performs other related duties as assigned. Required Skills/ Abilities: • Excellent verbal, communication, presentation and negotiation. skills. • Excellent sales and customer service skills with a proven ability to explain technical products such as digital banking platforms and financial software to non-technical audiences. • Thorough understanding of company’s products and/or services, and those of immediate competitors in the surrounding market. • Excellent organizational skills and attention to detail. • Ability to manage complex client relationships at multiple organizational levels. • Self-starter with strong organizational skills and attention to detail. • Proficient with Google Workspace or related software. Education and Experience: • Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus). • 3 or more years of experience in account management, relationship management, or software sales—preferably in fintech, core banking, or digital banking. Physical Requirements: • Prolonged periods sitting at a desk and working on a computer. • Must be able to lift up to 15 pounds at times. • Must be able to regularly travel (20%) SALARY PLUS COMMISSION This is a remote position.
This job posting was last updated on 2/27/2026