Digital Banking Account Manager

Job Summary

The Digital Banking Account Manager will manage a portfolio of financial institution clients who utilize our digital banking solutions. Serve as a trusted advisor, ensuring client satisfaction, driving renewals, and expanding client relationships through cross-selling and upselling additional products and services.

Supervisory Responsibilities:

None

Duties/ Responsibilities:

• Client Relationship Management

  • Serve as the primary point of contact for assigned digital banking clients.

  • Build and maintain strong, long-term client relationships, positioning yourself as a trusted advisor.

  • Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities.

• Account Growth & Cross-Selling

  • Identify, pursue, and close cross-sell and upsell opportunities across our digital banking and software suite.

  • Collaborate with sales and product teams to craft solutions tailored to client needs.

  • Meet or exceed revenue growth and expansion targets.

• Renewals & Retention

  • Own the renewal process for assigned accounts, ensuring timely contract execution.

  • Proactively address client concerns to reduce churn and increase customer loyalty.

  • Negotiate contract renewals and ensure favorable outcomes for both client and company.

• New Sales Component

  • Prospect new & field inbound marketing qualified leads for web design, hosting and CMS opportunities for FI’s of all sizes.

  • Support a team selling environment of website sales within a larger core and/or digital banking sale.

  • Qualify, quote, present and close stand alone web sales and some small ($50M of less in assets) stand alone digital deals.

• Strategic Partnership

  • Gain a deep understanding of clients’ business objectives, challenges, and digital transformation goals.

  • Advise clients on best practices and new features to maximize their investment.

  • Act as a voice of the customer internally, collaborating with product and support teams to improve offerings.

• Operational Excellence

  • Maintain accurate account plans, pipeline forecasts, and CRM records.

  • Track client health metrics and proactively intervene when risks are identified.

  • Support client onboarding, training, and adoption initiatives.

• Performs other related duties as assigned.

Required Skills/ Abilities:

• Excellent verbal, communication, presentation and negotiation. skills.

• Excellent sales and customer service skills with a proven ability to explain technical products such as digital banking platforms and financial software to non-technical audiences.

• Thorough understanding of company’s products and/or services, and those of immediate competitors in the surrounding market.

• Excellent organizational skills and attention to detail.

• Ability to manage complex client relationships at multiple organizational levels.

• Self-starter with strong organizational skills and attention to detail.

• Proficient with Google Workspace or related software.

Education and Experience:

• Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus).

• 3 or more years of experience in account management, relationship management, or software sales—preferably in fintech, core banking, or digital banking.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

• Must be able to lift up to 15 pounds at times.

• Must be able to regularly travel (20%)