Account Manager (Account Manager/Account Executive/Relationship Manager)

At All Digital Rewards, we are a Fintech company committed to delivering top-notch solutions and services to our incentives and rewards clients in need of employee recognition, consumer engagement, customer loyalty, and sales incentive program automation. We are seeking a strategic and experienced Account Manager/Account Executive/Relationship Manager with B2B experience to join our team.

Responsibilities

• Serve as the primary point of contact for a portfolio of large client accounts, developing and maintaining strong relationships with key stakeholders to ensure client satisfaction and retention.
• Become an expert in ADR's system, educating and upselling clients on its features and benefits.
• Analyze data to identify trends, opportunities, and areas for improvement.
• Create standard operating procedures (SOPs) to support your clients.
• Provide proactive guidance and support to clients, anticipating and addressing their needs.
• Write Statements of Work and Manage small projects, ensuring timely and accurate completion while meeting client expectations.
• Identify and pursue opportunities to grow the account management team, mentoring and developing team members.
• Review and approve client invoices.
• Communicate effectively with clients at the executive level, presenting strategic insights and recommendations in business reviews.
• Monitors programs to ensure on-time delivery and eliminate issues before they affect the client.
• Build and manage a team of account coordinators to assist all clients.
• Collaborate with cross-functional teams at ADR to ensure seamless delivery of services and solutions.

Requirements

• Strong project management skills and experience managing small projects.
• Monitor and report on client performance, identifying areas for improvement and developing action plans to address issues.
• Strong problem-solving skills and ability to think creatively.
• Proficiency in Microsoft Excel and other data analysis tools.
• Proven track record of managing large clients with multiple touchpoints and communicating effectively at the executive level.
• Excellent communication, interpersonal, and negotiation skills.
• Bachelor's degree in business, marketing, advertising, communications or a related field.
• Stay up-to-date on industry trends and emerging best practices in account management, our industry and business-to-business services.
• Proficiency in data analysis and the ability to draw actionable insights from data.
• Minimum of 5 years of experience in B2B Agency Style account management, account executive, or relationship management roles, preferably within the Fintech or Health Tech industries.
• Demonstrated ability to learn and understand complex systems and upsell clients on their benefits.
• Successful history of building and managing teams.
• Ability to work independently and as part of a team.

Preferred Education and Experience:

• Knowledge of the incentives, rewards, and payments industry.
• Strong understanding of business operations and financial management practices.
• Experience growing and developing an account management team.
• Master's degree in business, marketing, advertising, communications or a related field.