Strategic Account Manager

• Own and lead a strategic book of business, with full accountability for account health, retention, and expansion aligned to dv01’s revenue and product objectives
• Develop and execute long-term growth strategies for your clients that ensures increased dependency on our products and services along with driving incremental growth across footprint, products and revenue
• Serve as a trusted advisor to clients, building relationships across all levels of client organizations, including senior decision-makers
• Leverage your deep client and product knowledge to influence product strategy, suggesting enhancements that maximize client value while supporting our long-term product vision and business goals
• Act as a strategic bridge between clients and internal teams, advocating for high-impact product and process improvements while maintaining a strong feedback loop
• Use client usage data and analytics to identify adoption trends, expansion opportunities, and risk, proactively driving mitigation and growth plans
• Partnering with leadership to evolve client strategy and ensure dv01 remains indispensable to its most strategic clients’ workflows
• Collaborate with Finance on revenue forecasting, accounts receivable, and risk management
• Represent dv01 at industry conferences and events, strengthening executive relationships and market presence
• Provide mentorship and thought leadership across the organization, influencing best practices without direct people management
• Success Metrics:
• Net revenue retention and multi-year contract growth
• Expansion pipeline generation and conversion
• Client executive engagement and referenceability
• Influence on product direction and internal best practices

Benefits

• Virtual Team Workouts
• Cultural Awareness and Impact Events
• Free One Medical Membership
• Unlimited PTO
• Free All-Access Equinox Pass or Health and Wellness Stipend
• Peer Recognition program
• Virtual Coffees & Hangouts
• Remote Work with Office Space in New York
• In-Person Team Building Events & Annual Company Offsite
• Nearly 100% Paid Health Insurance
• Lunch & Learns
• Entrepreneur Panel Discussions
• Prototype Days
• Learning and Development Allowance
• 401(k) Plan via Guideline

• Rapid learner with strong problem-solving instincts, able to think critically, adapt quickly, and self-direct learning as needed
• Executive-level relationship and communication skills, with the ability to influence, present to, and partner with senior stakeholders internally and externally
• Strong technical aptitude, with the ability to quickly master and articulate complex FinTech SaaS products and workflows
• Strong strategic and analytical orientation, with the ability to synthesize client, usage, and market data into actionable account and growth strategies
• Entrepreneurial mindset, comfortable building, evolving, and scaling processes in a growth-stage environment
• 7+ years of progressive account management or client leadership experience, with a demonstrated record of driving net revenue retention, expansion, and long-term client value across a portfolio
• Calm, resilient, and adaptable, able to operate effectively in a fast-paced environment with competing priorities and executive-level demands
• High organizational rigor and attention to detail, enabling effective territory book of business management in a complex, multi-stakeholder environment
• Experience in ABS/Structured Products Finance, Lending, Capital Markets, FinTech, or closely related financial services sectors