Account Manager - SWIVEL

SWBC Professional Employer Services V; San Antonio (TX); On-site; USD 65,000 - 95,000; Full time

Job summary

SWIVEL seeks an Account Manager to serve as the primary relationship contact for financial institution clients using SWIVEL payment solutions. You will nurture long-term relationships, understand client goals, promote product adoption, and coordinate across SWIVEL to deliver an exceptional client experience.

The role blends relationship management, payments expertise, problem-solving, and business development to drive measurable value, monitor account health, and identify opportunities for

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• Minimum of 2 years in account or relationship management, financial services, payments, fintech, banking, or credit union.

Responsibilities

• Builds and maintains strong, long-term relationships with assigned clients, serving as a trusted advisor and primary relationship contact.
• Develops understanding of each client's objectives, payment environment, and needs.
• Maintains working knowledge of SWIVEL payment products, capabilities, integrations, and services.
• Communicates how SWIVEL products can support client needs and payment strategies.
• Develops proficiency in SWIVEL Pay experiences and deployment for various use cases.
• Identifies opportunities to increase client adoption and utilization of SWIVEL products.
• Develops and executes strategic account plans aligning client objectives with SWIVEL solutions and growth opportunities.
• Conducts regular client business reviews focusing on performance, utilization, priorities, and product opportunities.

Skills

Relationship management

Payments knowledge

Problem-solving

Business development

Education

Bachelor's degree in Business, Marketing, Finance, Technology

Job description

SWIVEL, an SWBC software technology company, is seeking a talented individual who will serve as a primary relationship contact and trusted advisor for financial institution clients utilizing SWIVEL payment solutions. This position builds strong, long-term client relationships, develops an understanding of each client's business objectives and payment strategy, promotes product adoption, and coordinates resources across SWIVEL to deliver an exceptional client experience.

The Account Manager combines relationship management, payments knowledge, problem-solving, and business development to help clients receive measurable value from their relationship with SWIVEL. This position proactively monitors account health, identifies opportunities to expand product utilization, advocates for client needs, and supports client retention and growth.

Why you'll love this role:

This role provides the opportunity to become a strategic partner to financial institutions and help improve the way their members and borrowers make payments. You'll work across client strategy, payments technology, product, and financial services while developing deep expertise in SWIVEL's payment solutions and helping clients adopt capabilities that strengthen their payment experience.

Essential duties will include the following:

• Builds and maintains strong, long-term relationships with assigned SWIVEL clients, serving as a trusted advisor and primary relationship contact.
• Develops an understanding of each client's business objectives, payment environment, member or borrower needs, operational priorities, and overall relationship with SWIVEL.
• Maintains strong working knowledge of SWIVEL payment products, capabilities, integrations, and services.
• Communicates how SWIVEL products and capabilities can support client needs, business objectives, and payment strategies.
• Develops proficiency in the SWIVEL Pay experience and the ways financial institutions can deploy the platform for members, indirect borrowers, collections environments, and other payment use cases.
• Maintains awareness of relevant product enhancements and payment capabilities to educate clients and identify appropriate opportunities.
• Engages Product, Technology, Operations, or other subject-matter experts when clients require additional technical or functional support.
• Identifies opportunities to increase client adoption and utilization of SWIVEL products and services.
• Develops and executes strategic account plans that align client objectives with SWIVEL solutions, resources, and growth opportunities.
• Conducts regular client business reviews focused on performance, utilization, priorities, upcoming initiatives, product opportunities, risks, and areas requiring attention.
• Monitors client health, engagement, product utilization, service trends, and other available performance indicators to identify risks and opportunities.
• Proactively addresses issues that could affect the client relationship, product adoption, satisfaction, or retention.
• Coordinates with Product, Sales, Partnerships, Implementation, Operations, Support, Marketing, and other internal teams to deliver a consistent client experience.
• Serves as the client's advocate within SWIVEL while balancing client expectations with business, operational, risk, compliance, and product considerations.
• Manages client concerns and escalations by coordinating appropriate internal resources and maintaining communication with the client through resolution.
• Communicates client feedback, emerging needs, and market opportunities to Product and other internal teams.
• Helps clients understand SWIVEL's evolving product capabilities and supports them through product enhancements, migrations, new capabilities, and other changes.
• Educates clients regarding relevant payment capabilities within the SWIVEL ecosystem, including card, ACH, recurring payment, integration, and instant-payment use cases, as applicable.
• Applies critical thinking and structured problem-solving to understand client challenges, identify potential causes, coordinate solutions, and improve the client experience.
• Maintains accurate client relationship information, growth opportunities, risks, commitments, and account activities within applicable company systems.
• Represents SWIVEL in client meetings, business reviews, industry events, conferences, and other relationship activities.
• Travels locally and nationally, and potentially internationally, as necessary to support client meetings, business reviews, conferences, and other activities supporting client retention and growth.
• Performs other related duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor's degree in Business, Marketing, Finance, Technology, or a related field preferred. Equivalent relevant professional experience may be considered.
• Minimum of two (2) years of relevant experience in account management, relationship management, financial services, payments, fintech, banking, credit union