Branch Account Manager

SOSA BPO; Chicago (IL); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Bonus

Commission

Paid Time Off

Health Insurance

Dental & Vision

401(k) Plan

Life Insurance

Professional Growth Programs

Job summary

SOSA BPO is seeking a Branch Account Manager to oversee a 100+ client portfolio across banking, ATM, and retail sectors. The role combines high-touch account management with proactive business development, reporting to the Senior VP of Branch Accounts.

Onsite in Chicago or Detroit with regional travel up to 50%, you will drive retention and up-sell opportunities within the territory. The ideal candidate brings 5+ years in Sales/Account Management, strong Excel/MS Office skills, and a track

Qualifications

• Minimum 5 years of experience in Sales, Account Management, or Business Development.
• Clear understanding of branch operations and logistics; P&L experience is a plus.
• Proven track record of managing 100+ client accounts.

Responsibilities

• Manage, retain, and expand a book of business consisting of 100+ existing customer accounts.
• Drive new sales opportunities, respond to RFPs, and present proposals to clients in the region.
• Serve as primary contact between clients and branches; respond to requests with speed and accuracy.
• Schedule and lead regular client reviews to ensure SLA performance.
• Plan, implement, and support rate increase initiatives and contract adjustments.

Skills

Account management

Sales

Negotiation

Communication

Travel readiness

Education

Bachelor’s degree in Business Administration or related field

Tools

Microsoft Excel

MS Office Suite

Job description

Locations: Chicago, IL OR Detroit, MI (Onsite / Regional Travel up to 50%)

Position Type: Full-time

Base Compensation: $60,000 – $70,000 / year + Bonus + Commission

Job Overview

We are seeking a high-performing, results-driven Branch Account Manager to manage and grow a key regional portfolio. Reporting directly to the Senior Vice President of Branch Accounts, this role is a hybrid of high-touch account management and proactive business development.

The ideal candidate will oversee a portfolio of 100+ existing clients across the banking, ATM, and retail sectors, ensuring exceptional service and retention while actively driving up-sells, expansion, and new sales within the territory.

Key Responsibilities & Accountabilities

• Portfolio Management & Growth: Manage, retain, and expand a book of business consisting of 100+ existing customer accounts.
• New Business Development: Drive new sales opportunities, respond to RFPs, and present custom service proposals to potential clients across the designated region.
• Client Advocacy: Serve as the primary point of contact between clients and operational branches, responding to daily client requests with speed and precision.
• Service Quality & Reviews: Schedule and lead regular client reviews to ensure high service level agreements (SLAs) are consistently met.
• Strategic Pricing: Plan, implement, and support rate increase initiatives and contract adjustments.

Primary Requirements

• Experience: Minimum 5 years of experience in Sales, Account Management, or Business Development.
• Operational Knowledge: Clear understanding of branch operations and logistics is required. P&L experience is a plus.
• Account Scale: Proven track record of successfully managing a portfolio of 100+ client accounts.
• Education: Bachelor’s degree in Business Administration, Management, or a related field (desired).
• Technical Skills: Advanced skills in Microsoft Excel and MS Office Suite.
• Travel: Ability to travel within the designated territory up to 50% (or as needed for client meetings).
• Communication: Exceptional presentation, negotiation, and written/verbal communication skills.
• Base Salary: $60,000 – $70,000 annually (commensurate with experience)
• Incentives: Performance-based Bonus + Commission structure
• Paid Time Off: Vacation, Sick Time (PTO), and Paid Holidays
• Health & Wellness: Comprehensive Health, Dental, and Vision Insurance
• Retirement Planning: 401(k) Plan
• Insurance & Savings: Basic Life, Voluntary Life, FSA, HSA, and Dependent Care Accounts
• Professional Growth: Industry-leading Training and Development programs

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