About the Role

The Strategic Account Manager will act as the daily liaison between Finicity and our strategic clients and partners, ensuring their success and complete satisfaction with our products and services. As a key member of a rapidly growing Client Success organization, your primary responsibility will be to develop and maintain strong relationships with our client base helping to grow the existing business. This will be achieved by working closely with each client emphasizing a strong client connection, providing valuable insights and giving personal account support. You will work with some of the largest financial companies in the world who are actively embracing the digitization of financial data.

What You'll Do

• Become knowledgeable of Finicity solutions and service offerings, including business solutions and implementation methodologies
• Manage client relationships and become the trusted advisor
• Work with and support Strategic Sales through upsell opportunities
• Work to ensure customer satisfaction with Finicity products and services by anticipating client needs and understanding the overall vision of their company
• Collaborate cross-functionally within Finicity to provide outstanding client support
• Advocate for the needs of clients to leaders in different departments
• Understand clients' business challenges and industry trends and consult on how Finicity can help them achieve their objectives
• Establish success plans that clarify client goals and enable them to measure their progress

What You'll Need to Be Successful

• 7-10 years of progressive client management experience as a Account Manager, Client Success Manager, Strategic Account Executive/Solutions Consultant or similar role, with a strong preference for those with a client management background in finance/fintech
• Strong organizational, project coordination, and personal skills to successfully communicate and negotiate with internal and external customers
  • Service driven with a desire to see clients succeed
  • Strategic mindset and ability to understand client and industry objectives
  • Excellent problem-solving techniques and issue management skills
  • Self-driven, motivated and results oriented
• Excellent professional communication skills, both written and verbal, as well as the proven ability to present to C-level business executives

About Finicity

Finicity, a Mastercard company, helps individuals, families, and organizations make smarter financial decisions through safe and secure access to fast, high-quality data. Our trusted and proven open banking platform empowers consumers to easily connect their financial data to the apps they choose, transforming the way we experience money for everything from budgeting and payments to investing and lending.Through market-leading data connections, Finicity partners with influential financial institutions and disruptive fintech providers alike to give consumers a leg up in a complicated financial world, helping to improve financial literacy, expand financial inclusion, and ultimately lead to better outcomes. Finicity is headquartered in Salt Lake City, Utah.

Finicity provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.