Partner Account Manager/Administrator at Achieve (Phoenix, AZ)

| Phoenix – Mesa – Scottsdale, AZ
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Description
PARTNER ACCOUNT MANAGER
As a Partner Account Manager you will impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. This position will act as a key project and team resource, for our Wholesale partners and the Wholesale Account Management team. They will be responsible for building long-lasting, mutually beneficial relationships with our partners from agent level to leadership level, always striving to generate more revenue for our Wholesale partners and FFN through responsive, insightful, and efficient support. This position also helps onboard new Wholesale partners starting with directly supporting the Business Development team, through training and development of Wholesale leaders by sharing best practices, and providing analytical support where necessary. Must have strong administrative, analytical skills to include strong Excel skills and the ability to build and deliver scheduled reports to senior leadership on a daily, weekly and monthly basis.
Join Achieve, change the future
At Achieve, we're changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you'll get to be a part of their journey to a better financial future. We're proud to have over 2,700 employees in mostly hybrid or remote roles across Arizona, California, and Texas and are strategically growing our teams to better serve our members. A career at Achieve is more than a job-it's a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, while putting your well-being first.
What you'll do:
Maintain and Elevate Existing Wholesale Accounts:
  • Act as the first point of contact with Wholesale Partner accounts and establish productive, professional relationships acting as the liaison between FFN and Partners
  • Actively listen to each partner in order to gain understanding of their individualized needs
  • Regular, (Monthly minimum) interactions with high volume partners and managers
  • Monitor for changes and provide multi-level insights leveraging all available data
  • Provide escalation support to existing partners (contracts, trainings, ad hoc client issues)
  • Execute on growth strategies for existing partners.
  • Project management, rollout and communication of new initiatives to Wholesalers
  • Travel to Wholesale locations providing onsite relationship management

Support Business Development with Onboarding New Partners:
  • Support Business Development during the partner sales and onboarding process
  • Responsible for maintaining competitive intel
  • Work with potential partners to identify growth opportunities that Freedom provides

Sales Admin and Leadership Support
  • Collaborate with various departments in order to solve for partner inquiries
  • Coach Wholesale partner sales managers on tracking and managing sales data
  • Backup to Wholesale department leadership, when needed
  • Prepare internal and external monthly & quarterly presentations
  • Spreadsheet and presentation software experience (Excel/Google Sheets, Powerpoint/Google Slides)

What you'll bring:
  • 4+ years of Sales experience or Account Management experience
  • Ability to build and maintain positive working relationships while delivering results
  • Successful track record in meeting sales objectives
  • Strong Knowledge of Excel with ability to build and deliver scheduled reports (daily/weekly/monthly)
  • Alignment with our Core Values: Care, Act with Integrity, Get Better, Collaborate
  • Excellent communication skills
  • Ability to multitask, prioritize, and manage time effectively
  • Dependable, organized, and detail-oriented
  • Comfortable reviewing/building reports and interpreting the data, making recommendations and sharing insights with FFN/Wholesale Partner teams
  • Strong customer service-based approach to account management
  • Self-starter who is comfortable taking initiative and making swift decisions to solve problems

Achieve well-being with:
  • Hybrid and remote work opportunities
  • 401 (k) with employer match
  • Medical, dental and vision with HSA and FSA
  • Competitive and flexible PTO, including dedicated volunteer days

Salary Range: $53,000 to $80,000 annually + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors.
Meet Achieve
Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and an empathetic touch. We put people first and treat them like humans, not account numbers.
Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve's Talent Acquisition leader.
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Technology we use

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An Insider's view of Achieve

How would you describe the company’s work-life balance?

It's important to be available when the team needs you to get the job done—that's what matters most. People have lives and responsibilities outside of work that matter to them. We work together as a team to connect in various ways and balance things out.

Andy

Senior Director Product Management

What projects are you most excited about?

We’ve recently been working on migrating our Angular applications to React. In this transition, we’ve had a lot of opportunities to learn about tools like Storybook for documenting components, NextJS for creating a more performant application, or how to build npm packages for sharing our components across applications.

Carrie

Software Engineer, Front End

What makes someone successful on your team?

If you are not curious. If you are not innovative. If you don't have a quick mind and cannot solve the problems, this is not the place for you. We are building the best tech–something you can be proud of. My team is developing something that didn't exist before and you own what you do.

Roman

Principal Engineer

What is your vision for the company?

40-50% of Americans are forgotten by financial services. They are scraping by – don't have the money for investment firms nor the desperation for payday loans. We are building better solutions, driven by technology to move these forgotten families forward.

Jeff

Managing Partner

What's something quirky about your company?

Achieve is the biggest company that many have never heard of, but it is a proven business with tremendous potential. There is excellent opportunity here with a stable, healthy company that is having a lot of impact.

Shira

VP Product and Consumer Experience

What are Achieve Perks + Benefits

Achieve Benefits Overview

Achieve is committed to continually evolving our benefits and perks. We annually solicit feedback from the Achieve Family and consistently improve our offerings. In 2020 we enhanced our employee assistance program by adding Ginger, an emotional support app.

Culture
Volunteer in local community
In addition to our monetary support to local charities, members of the Freedom Family receive two days of paid time to volunteer at the charity of their choice.
Partners with Nonprofits
Habitat For Humanity, Feed My Starving Children, Junior Achievement, Peninsula Family YMCA and many others.
Intracompany committees
The Freedom Sunshine Committee has a designated budget to promote camaraderie and collaboration through fun, engaging celebrations.
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Mandatory training courses are provided throughout the year.
Diversity manifesto
Mean gender pay gap below 10%
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Freedom Financial employees can contribute up to $2750 annually to their FSA.
Disability Insurance
Disability insurance covers 50% of annual salary up to $5000 monthly maximum payout. There is a buy-up option which provides 60% of base monthly pay up to $10,000 per month.
Dental Benefits
Our dental plan covers 100% of preventative care expenses, 80% of basic services and 50% of major services. We also offer 50% coverage of orthodontia up to $1,500.
Vision Benefits
The vision benefits plan requires a $5 copay for annual eye exams with $150 allowance for glasses and contact lenses.
Health Insurance Benefits
We have a variety of medical plans to choose from Aetna and Kaiser.
Life Insurance
Life insurance is equal to 1 times an employee's annual salary up to $300,000.
Pet Insurance
Our pet insurance policy covers up to 20%-50% of out of pocket expenses.
Wellness Programs
On-site gym available to all employees including access to Peloton bikes.
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Freedom Financial Network provides employees with a 401(k) matching plan managed by ADP. We match 50% of contributions up to $5,000 per year..
Performance Bonus
Most positions qualify for a quarterly bonus. Staff joining mid-quarter will be eligible for a prorated bonus.
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Company sponsored family events
Vacation & Time Off Benefits
Generous PTO
We offer a generous PTO programs to all teammates. Director roles and above qualify for unlimited PTO.
Paid Volunteer Time
Our employees receive 2 days per year of paid volunteer time.
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Commuter Benefits
Available via WageWorkx.
Some Meals Provided
Monthly catered lunch provided.
Parking
We offer employees free on-site parking and free electric car charging stations.
Relocation Assistance
Relocation assistance is provided on a case by case basis for qualifying roles.
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Our tuition reimbursement plan offers an annual max of $5250.
Diversity Program
Lunch and learns
Promote from within
Online course subscriptions available
Paid industry certifications

Additional Perks + Benefits

Your total well-being requires more than just health insurance. Our comprehensive benefits give you everything you need to bring your best self every day. Whether that’s mind and body support, flexible remote and hybrid work, or saving for your future, we’re committed to caring for the whole person.

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