Mid-Market Account Manager
At a glance
Mid-level Account Management role at SWBC. Remote, United States of America · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Manage assigned mid-market accounts as the main contact and trusted advisor
- Find ways to broaden service use, strengthen account results, and grow client business
- Create account plans that connect client goals with internal resources and solutions
- Coordinate Sales, Marketing, Operations, Product Development, and Customer Support around client outcomes
- Track account health and engagement, resolve concerns, and share performance insights with management
What you bring
- A bachelor's degree in business, Marketing, Finance, or a related area
- Two to three years of account management, sales, or other client-facing experience
- Clear written and spoken communication, strong relationship-building, and client-focused judgment
- The ability to diagnose issues, develop solutions, and follow through on implementation
- A commitment to ethical conduct and compliance with financial industry regulations
Who this fits
You’ll suit this role if you can build trust with mid-market clients, think through complex problems, and work independently toward account goals. The work involves coordinating across internal teams and applying knowledge of financial services or risk management. Limited travel may be needed for client meetings, business reviews, and related account activities. SWBC requires pre-employment drug testing and does not hire tobacco users where permitted by law.
From the employer
As a Mid-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with mid-sized clients. You will be responsible for understanding their unique needs, identifying growth opportunities, and ensuring their satisfaction with our products and services. Your primary objective will be to drive account growth and financial profitability while providing exceptional customer service.
Why you'll love this role:
This role offers a compelling opportunity to cultivate robust connections with both internal colleagues and our esteemed partners. It provides you with the chance to engage your critical thinking abilities, tackle complex problems, and deliver impactful risk management solutions to financial institutions, benefiting their employees and borrowers.
Essential duties include the following:
- Builds and maintains strong, long-term relationships with assigned mid-market clients, serving as a trusted advisor and primary point of contact.
- Identifies opportunities to expand client utilization of existing services, improve account performance, and support mutually beneficial business growth.
- Maintains a thorough understanding of company products, services, and industry trends to effectively support client needs and provide strategic guidance.
- Develops and executes account management plans that align client objectives with company resources and solutions.
- Collaborates with cross-functional teams, including Sales, Marketing, Operations, Product Development, and Customer Support, to deliver exceptional client experiences and outcomes.
- Proactively addresses client concerns, escalates issues as needed, and coordinates resolution efforts to ensure client satisfaction and retention.
- Monitors account health, client engagement, and performance metrics, providing regular updates and insights to management.
- Champions client success by ensuring clients realize maximum value from company products and services while fostering long-term loyalty.
- Applies critical thinking and problem-solving skills to understand client challenges, identify root causes, and develop effective solutions that support client and company objectives.
- Limited travel may be required to attend client meetings, business reviews, and other account-related activities that support client success and retention.
Serious candidates will possess the minimum qualifications:
- Bachelor’s degree in business, Marketing, Finance, or a related field is typically required.
- At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role.
- Knowledge of financial services, risk management, or related fields is a plus.
- Strong written and verbal communication skills
- Ability to analyze issues, identify solutions, and implement them to meet client needs.
- Deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction.
- Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
- Adherence to high ethical standards and a commitment to compliance with industry regulations.
- Ability to work independently and stay motivated to achieve goals and targets.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
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