Account Manager II

Remote; San Francisco (CA); Hybrid; USD 60,000 - 101,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward is seeking a capable partner programs professional to collaborate with stakeholders, evaluate financial products, and implement compliant solutions for our partner ecosystem. You will advocate for partners, manage inquiries, and deliver customer-focused service while aligning with regulatory requirements.

The role emphasizes relationship management, strategic communication, and proactive problem solving to drive partner satisfaction and successful implementations within a

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically, 3+ years with bachelor's or equivalent.
• Creative thinking and problem-solving abilities to determine best path forward.
• Great rapport building and communication with a diverse group of partners and management.

Responsibilities

• Cultivates and maintains strong relationships with partners in the BaaS services sector.
• Communicates partner issues and ensures executive teams are aware of issues.
• Serves as the primary operational day-to-day point of contact for partner inquiries and service requests.
• Provides customer-focused delivery for Pathward’s partners.
• Understands partners' goals and develops tailored solutions to meet their needs.
• Collaborates with cross-functional teams to evaluate, design, and implement new programs and services.
• Provides consultative and results-oriented support to partners through all implementation phases.
• Demonstrates subject matter expertise of program requirements and add-on features.
• Champions partner needs and advocates for their success within the organization.
• Proactively addresses issues, striving to exceed partner expectations.
• Reviews monitoring metrics for gaps and remediation needs with cross-functional teams.
• Ensures SLA adherence to foster speed to market and partner satisfaction.
• Navigates a complex regulatory environment.
• Manages complex partner portfolios.
• Assesses and manages risk in a dynamic environment.
• Other duties as assigned.

Skills

Relationship management

Partner management

Cross-functional collaboration

Communication skills

Problem solving

Customer advocacy

Education

Bachelor's degree or equivalent education

Job description

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Phoenix, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote and economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role

Responsible for collaborating with Partners and key internal stakeholders to evaluate, design and implement financial products and services while maintaining compliant oversight. Serves as an advocate for partners, assisting with implementations, and remediation efforts throughout the process, ensuring the highest level of quality, deep knowledge of the Financial Services or Payments industry, compliance, and partner satisfaction.

What You Will Do

• Cultivates and maintains strong relationships with partners in the BaaS services sector.

• Communicates partner issues and ensure the partner executive teams are aware of the issues.

• Serves as the primary operational day-to-day point of contact for partners inquiries, concerns, and service requests.

• Provides customer-Focused delivery for Pathward’s partners.

• Understands partners goals and develop tailored solutions to meet their needs.

• Collaborates with cross functional teams to evaluate, design, and implement new programs and services.

• Provides consultative and results-oriented support and guidance to partners throughout all phases of the implementation process.

• Demonstrates subject matter experts of program requirement document and additional add-on features

• Champions partner needs and advocate for their success within the organization

• Proactively addresses any issues or challenges, striving to exceed partner expectations.

• Collaborates with cross functional teams to review monitoring metrics for partners to identify potential gaps and remediation needs.

• Consistently meets or exceeds SLA standards to foster speed to market and partner satisfaction.

• Navigates a complex regulatory environment.

• Manages complex partner portfolios.

• Demonstrates ability to assess and manage risk in a dynamic environment.

• Other duties as assigned.

What You Will Need

• Bachelor's degree or equivalent education and work experience.

• Typically, 3+ years with bachelor's or equivalent.

• Creative thinking and problem-solving abilities to determine best path forward in an environment where multiple solutions are possible.

• Great rapport building and communication skills with a diverse group of partners and management at all levels.

• Great customer service acumen and ability to advocate for the partner.

• Ability to gain an understanding of partners and their position in the payments industry.

• Maturity to work within and contribute to an expanding organization.

• Ability to work efficiently in a fast-paced environment and balance multiple partners and objectives.

• Ability to enable fast solutions for partner ideas and concerns.

• Meet/Exceed team and organizational goals as outlined by leadership.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $60,000 – $100,500

The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote

Who we are

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.