Account Manager

GetJobSmart; Dallas (TX); On-site; USD 80,000 - 121,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Professional development opportunities

Job summary

Willow Atlantic Solutions in Dallas, TX is seeking an Account Manager to manage and grow client relationships, driving revenue and satisfaction. The role collaborates with marketing, sales, and customer service teams to ensure seamless service delivery in a fast-paced environment.

The position requires a Bachelor's degree in business or related field and 3–5 years in account management or sales within financial services.

Qualifications

• Bachelor's degree in business, finance, or related field.
• 3–5 years of experience in account management, sales, or related role in financial services.
• Strong understanding of the financial services market and industry trends.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Proficiency in using CRM and other sales tools.

Responsibilities

• Develop and maintain client relationships by understanding their needs and providing tailored solutions.
• Manage the full lifecycle of client accounts, from onboarding to retention.
• Identify upsell and cross-sell opportunities to increase revenue.
• Monitor account performance and provide regular reports to stakeholders.
• Collaborate with internal teams to ensure seamless service delivery.
• Participate in sales meetings and presentations to showcase our products and services.

Skills

Client relationship management

Communication skills

CRM software proficiency

Sales & account management

Team collaboration

Education

Bachelor's degree in Business/Finance or related field

Tools

CRM software

Job description

Willow Atlantic Solutions is seeking an Account Manager in Dallas, TX. This full-time position offers a competitive salary range of $80,000 to $120,639 per year, with opportunities for professional growth and development. The role is valid through November 22, 2026.

As an Account Manager, you will manage and grow client relationships by developing and implementing account strategies that drive revenue and customer satisfaction. You will be responsible for proactive and detail-oriented tasks, requiring a passion for building long-term relationships with clients.

You will work with a dynamic team in a professional workplace in Dallas, TX, where you'll collaborate with cross-functional teams to deliver exceptional service and achieve business objectives. This role involves working closely with marketing, sales, and customer service teams to ensure seamless communication and coordination. You'll contribute to the development and implementation of strategies that align with the company's goals, while also providing excellent customer support and resolving issues promptly. The environment encourages innovation and continuous improvement, allowing you to grow both personally and professionally.

The annual salary for this position ranges from $80,000 to $120,639, providing a competitive compensation package. Employees can benefit from various professional development opportunities, including workshops, training programs, and access to industry certifications. Comprehensive health insurance coverage is offered, which includes medical, dental, and vision plans. Additionally, the company provides retirement plans, such as a 401(k) with a company match, to help employees save for their future. These benefits aim to support the overall well-being and career growth of the employees.

To succeed in this role, you should have a bachelor's degree in business, finance, or a related field. Experience in account management or client relations is required. Strong communication and interpersonal skills are essential, along with proficiency in CRM software.

What You Will Do:

• Develop and maintain client relationships by understanding their needs and providing tailored solutions.
• Manage the full lifecycle of client accounts, from onboarding to retention.
• Identify upsell and cross-sell opportunities to increase revenue.
• Monitor account performance and provide regular reports to stakeholders.
• Collaborate with internal teams to ensure seamless service delivery.
• Participate in sales meetings and presentations to showcase our products and services.

What You Bring:

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of experience in account management, sales, or a similar role in the financial services industry.
• Strong understanding of the financial services market and industry trends.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Proficiency in using CRM and other sales tools.