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Account Manager, Customer Success (Remote)

Company

CUNA Mutual Group
Address , Remote
Employment type FULL_TIME
Salary $86,000 - $129,000 a year
Expires 2023-06-10
Posted at 1 year ago
Job Description
The Account Manager is responsible for overall account health by developing long-term relationships with a portfolio of assigned clients and connecting with key business executives and stakeholders to ensure customer success. This role directly impacts company goals and objectives by attaining revenue targets through client retention and impactful customer management. Additionally, the individual in this role will bring system knowledge, relationship development experience, sales experience, lending strategy development, marketing strategy support, a solid understanding of financial services, is data-driven, a passion for innovation and best-practice sharing. The key to providing great service is ensuring that we continually educate and consult with our customers beyond the traditional implementation and day to day support. Our objectives are to provide key metrics on their success compared to the success of other customers and look for opportunities that may not be evaluated by the customer that could drive greater efficiencies, revenue opportunities, and to establish and build trusted relationships across at all levels across the customers organization.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
  • Other duties as may be assigned
  • Support Sales, Marketing and other teams in Customer engagement
  • Partner with client success leadership to own, define and build the strategy, processes, and procedures for the Account Management program with a focus on continuous improvement
  • Actively engages assigned clients to provide value added metrics, best practices and thought leadership for lending and marketing
  • Works both independently and cross-functionally to achieve assigned project goals and established deadlines
  • Report on key account metrics and progress of quarterly initiatives to internal and external stakeholders
  • Cultivate long-term client partnerships by developing a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors
  • Effectively manages time to meet schedule and goals
  • Collaboratively work with customers during the implementation process to ensure a successful outcome
  • Perform campaign analysis and hold Executive reviews with assigned clients
  • Be laser focused on helping our customers accomplish their goals
  • Work proactively to Identify opportunities for customers to expand their use of products to achieve objectives
  • Work closely with the Implementation team, Client Services Support team, Learning and Development team, Product Management team, and Sales & Marketing teams
Minimum Qualifications (Knowledge, Skills, and Abilities)
  • Extensive experience building relationships as an account management professional that demonstrates client partnership and measured KPI impact
  • Bachelor’s Degree in appropriate field of study or relevant work experience
  • Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level
  • Successful track record of meeting and exceeding aggressive revenue targets
  • Experience in delivering creative, client-focused solutions based on customer needs while working within the confines of a SaaS offering
  • Minimum 3 years lending experience or management
  • Proven ability to efficiently prioritize and manage multiple projects at a time while paying strict attention to detail
TECHNICAL/FUNCTIONAL SKILLS:
  • Demonstrates excellent communication skills, both written and verbal, and communicates clearly in all situations
  • Thinks strategically to find and implement new and better solutions
  • Regularly solicits feedback from peers and managers, and applies the learnings to enhance their own performance and capabilities
  • Manages relationships effectively, and applies analytics, diplomacy and creativity to decision making and conflict resolution
  • Works with Client Success Manager to ensure the overall high standards and goals for the department are met.
  • Identifies performance and career development needs and works with Client Success Manager to prepare an effective development plan
  • Translates organizational goals and objectives into actionable plans
  • Initiates regularly scheduled review sessions with each assigned client to gain data metrics on campaigns, marketing strategies uses and analyze results for each customer.
  • Creates baseline data graphics for each customer to track success for each campaign compared all CuneXus customer campaigns
  • Handles day to day questions both technical and non-technical to ensure timely responses to customers with escalation as appropriate to other departments
  • Learns from successes and mistakes and applies the learning
#LI-LT
#LI-Remote
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:
$86,000.00 - $129,000.00
CUNA Mutual Group’s insurance, retirement and investment products provide financial security and protection to credit unions and their members worldwide. As a dynamic and growing company, we strive to create a culture of performance, high standards and defined values. In return for your skills and contributions, we offer highly competitive compensation and benefit packages, significant professional growth, and the opportunity to win and be rewarded.
Please provide your Work Experience and Education or attach a copy of your resume. Applications received without this information may be removed from consideration.

Accommodation Request
At CUNA Mutual Group we believe in fostering an inclusive environment where everyone can bring their best self and thrive. If application or interview process accommodations are needed please notify us at .