Account Manager (Small Accounts)

Posted 21 Days Ago
Be an Early Applicant
Charlotte, NC
1-3 Years Experience
Fintech
The Role
The Account Manager will build and maintain client relationships, ensuring client goals are achieved through LendingTree's services. They will act as the primary contact for clients, address inquiries, recommend improvements, educate clients on products, and provide feedback to the team.
Summary Generated by Built In

*This role requires in-person attendance at least 3 days a week (ideally Tuesday-Thursday)*

Position Overview:

We are seeking a dedicated Account Manager to join our team. This role is perfect for a customer service enthusiast who thrives in building strong relationships and enjoys helping clients achieve their goals. This position centers on providing high-quality service to our clients, ensuring their satisfaction and retention.

Key Responsibilities:

Cultivate and maintain strong relationships with clients through excellent customer service practices, ensuring their goals are met with LendingTree’s suite of services.

Understand each client's specific goals and financial positions to tailor services that align with their needs.

Act as the primary point of contact for clients, addressing inquiries, solving problems, and making recommendations to improve their performance.

Educate clients on new and existing financial products and services that could benefit their business.

Provide regular feedback to the team on client trends, challenges, and opportunities to drive continuous improvement in our service offering.

Qualifications:

Proven experience in customer service or account management, ideally within the financial services sector.

Strong interpersonal and communication skills with a knack for building rapport quickly.

Ability to manage multiple accounts efficiently, with a keen attention to detail.

Passionate about helping clients succeed and committed to providing exceptional service.

Comfortable with technology and learning new software systems to manage client information and interactions.

Excellent time management skills, organized, self-sufficient, and able to work with indirect supervision.

Ability to build and utilize networks and relationships internally and externally.

Exhibit sound judgment and integrity.

Bachelor's Degree in business, marketing, or a business related field

Prior lending and/or Account Management experience highly preferred

CULTURE

We’re a fast-paced company with an entrepreneurial bend. We work hard and test our products often. We’re collaborative, ambitious, candid and high-energy. Our teammates are some of the brightest, most talented people you’ll ever work with. We care more about your smarts than we do about the kinds of clothes you wear (but please, do wear clothes to work!), and we’re pretty good about rewarding innovation, creativity and the knack for just getting stuff done (we even have an award for employees called the GSD, “Get Stuff Done”). 

Come work with us!

LendingTree is the kind of company that not only promotes diversity and inclusion, we thrive because of these values. We do not discriminate based on race, color, religion (or creed), gender, gender expression, age, national origin, disability, marital status, sexual orientation or military status

CCPA Disclosure

The Company
HQ: Charlotte, NC
1,300 Employees
On-site Workplace
Year Founded: 1996

What We Do

Today LendingTree is home to the nation’s largest network of lenders offering all kinds of financial products, including mortgages, auto loans, small business loans, personal loans, credit cards, and more. We also offer comparison shopping services for insurance, debt relief services and credit repair. Plus tons of helpful financial tips and articles written and fact-checked by experts in the field.

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