WHAT YOU'LL DO:

• Guide clients through their Bluevine partnership and ensure they receive white glove support
• Responsible for achieving and exceeding quarterly quota and performance standards, including revenue targets
• Engage with and build a relationship with clients via inbound and outbound calls/emails by helping them with basic product related questions and troubleshooting scenarios
• Seek to gain insights from clients to better understand their business needs in order to offer Bluevine services or solutions that drive engagement and create long term value
• Proactively reach out to a book of clients in your name and follow up to gather additional information or ask clarifying questions
• Coordinate with Account Executives to seamlessly hand-off of new clients post-onboarding 
• Partner work with Lending Support to troubleshoot technical issues
• Deliver consistent and timely responses, follow-through, and follow-up in response to client requests and issues and be a client advocate when called upon, providing underwriting with additional data points, or tipping them off to suspicious client behavior
• Maintain a client roadmap for credit line increases and other service enhancements
• Understand complex, multi-product client workflows and strategies to ensure that our institutional clients are integrated appropriately and using our product suite optimally

WHAT WE LOOK FOR:

• Bachelor’s degree or equivalent work experience
• 3-5 years of account management, client success and or sales experience
• Financial/Banking experience preferred
• Dependable, positive and detail-oriented with excellent follow-through skills
• Strong decision-making, organization, and problem-solving skills