Account Manager - SWIVEL

073 Swivel Transactions LLC; Shavano Park (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive overall compensation

Work/Life balance

Leadership Academy and Mentor Program

Job summary

SWBC’s SWIVEL team seeks an Account Manager to be the primary relationship contact for financial‑institution clients using SWIVEL payment solutions. You will build long-term relationships, understand client objectives, promote product adoption, and coordinate across SWIVEL teams to deliver an exceptional client experience.

The role blends relationship management, payments knowledge, problem solving and business development to help clients derive value, monitor account health, identify growth

Qualifications

• Bachelor’s degree or equivalent professional experience required.
• Minimum of two (2) years in account management, relationship management, financial services, payments, fintech, banking, or a client-facing role.
• Ability to translate technical/product information into clear business language for stakeholders.
• Strong written, verbal, presentation, and executive communication skills.

Responsibilities

• Builds and maintains strong, long-term relationships with assigned SWIVEL clients as the trusted advisor.
• Develops understanding of client objectives, payment environment, and needs.
• Maintains knowledge of SWIVEL payment products and services and how they support client needs.
• Develops and executes strategic account plans aligning client objectives with SWIVEL solutions.
• Conducts regular client business reviews focused on performance, utilization, and growth.

Skills

Relationship management

Payments knowledge

Problem solving

Business development

Communications skills

Education

Bachelor’s degree in Business, Marketing, Finance, Technology, or related field

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 unions, or another client-facing role.
• Demonstrated ability to develop and maintain strong B2B client relationships.
• Ability to learn and support SWIVEL payment products and services.
• Ability to explain product capabilities, identify appropriate use cases, coordinate issue resolution, and connect client needs with appropriate internal resources.
• Ability to translate technical or product information into clear business language for financial institution stakeholders.
• Strong written, verbal, presentation, and executive communication skills.
• Excellent interpersonal and relationship-building skills with the ability to establish credibility with clients and internal business partners.
• Strong analytical, critical-thinking, and problem-solving capabilities.
• Ability to identify account risks and growth opportunities and develop actionable plans to address them.
• Ability to coordinate effectively across Product, Technology, Operations, Support, Sales, Implementation, and other functional teams.
• Strong organizational skills with the ability to manage multiple client relationships, priorities, escalations, and commitments simultaneously.
• High degree of accountability, initiative, sound judgment, and follow-through.
• Ability to work independently while operating collaboratively within a cross-functional environment.
• Commitment to client success, high ethical standards, and compliance with applicable company and industry requirements.

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.

SWBC is a diversified financial services company providing insurance, mortgage, and investment services to financial institutions, businesses, and individuals. Headquartered in San Antonio, Texas, SWBC employs 2,400 people nationwide. At SWBC, you are not just an employee number, but a vital team member; each employee stands out and has the ability to make a direct impact at SWBC. We’re looking for the brightest and most creative to help introduce new solutions to new problems identified in the market and improve how our existing solutions can better help our users. SWBC is a big proponent of nurturing the entrepreneurial spirit through mentorship, continuing education, internal career growth opportunities and having a platform to make meaningful changes come to life.

Join Our Team Great People. Great Company. Great Place to Work.

To learn more about SWBC, visit our website at www.SWBC.com.