Director, Account Management – Financial/Banking/Credit Unions

Milestone Inc; United States; Remote; USD 100,000 - 150,000; Full time

Job summary

An established industry player is seeking a Director of Account Management to drive growth for Fortune 500 clients in the financial sector. This remote role focuses on nurturing and expanding a portfolio of strategic accounts, leveraging innovative AI solutions to enhance customer experiences. The ideal candidate will possess extensive experience in account management, particularly within the banking and financial services landscape. Join a dynamic team dedicated to continuous learning and innovation in a fast-paced environment, where your contributions will directly impact client success and business growth.

Benefits

Medical insurance

Vision insurance

401(k)

Remote work flexibility

Qualifications

• 12+ years of experience in managing enterprise accounts in financial services.
• Proven ability to nurture and expand account portfolios.

Responsibilities

• Develop and execute strategic account plans for customer success.
• Build strong executive relationships to align offerings with customer goals.

Skills

Account-Based Marketing (ABM)

Executive Relationship Building

Digital Marketing

SEO

Analytics

Content Marketing

Interpersonal Skills

Education

Bachelor’s degree in Business

Master’s degree preferred

Job description

Director, Account Management – Financial/Banking/Credit Unions

Director, Account Management – Financial/Banking/Credit Unions

Direct message the job poster from Milestone Inc

Job Title: Director, Account Management – Financial/Banking/Credit Unions

Location: United States (Remote, Full-Time)

Department: Enterprise Customer Success

Job Description:

Are you passionate about creating omnichannel marketing strategies? Would you like us drive growth for Fortune 500 customers using an award-winning tech stack? Are you a thought leader ready to find innovative uses for AI to increase conversions and improve digital experience?

Join Milestone as a Director of Account Management and help leading financial and banking organizations achieve meaningful business outcomes. This is an individual contributor role focused on nurturing, retaining, and expanding a portfolio of high-ARR strategic accounts.

You’ll act as a trusted advisor, guiding clients to realize the full potential of Milestone’s solutions while advocating for their needs internally. You’ll drive account growth through strong executive relationships, value consulting, and a deep understanding of the financial services landscape.

Key Responsibilities:

• Deep understanding of omnichannel strategies to increase share of wallet
• Own and grow a portfolio of strategic accounts within the financial services and banking vertical.
• Develop and execute strategic account plans to ensure customer success, retention, and expansion.
• Build strong executive relationships by aligning Milestone’s offerings with customer goals.
• Lead account-based marketing (ABM) initiatives to drive engagement and upsell opportunities.
• Act as a customer advocate internally and ensure timely delivery of services and solutions.
• Conduct regular business reviews, performance reporting, and roadmap discussions.
• Stay ahead on industry trends, customer challenges, and innovation.

Requirements:

• 12+ years of experience managing and growing enterprise accounts, ideally in the banking/financial services sector.
• Proven experience in digital platforms and solutions tailored to the financial vertical.
• Demonstrated success nurturing and expanding account portfolios with measurable growth.
• Expertise in Account-Based Marketing (ABM) strategy and execution.
• Strong track record of value-based executive relationship building and strategic consulting.
• Experience as a speaker or thought leader in the financial services space is a plus.
• Solid understanding of SEO, analytics, content marketing, and the MarTech landscape.
• Strong communication, presentation, and interpersonal skills.
• Bachelor’s degree in Business, Marketing, Finance, or a related field; Master’s preferred.

Why Work for Milestone:

• AI-First Innovation: Join a cutting-edge platform that leverages AI to drive discoverability, personalize experiences, and increase conversions.
• Collaborate with the Best: Work alongside brilliant minds building scalable solutions at the forefront of digital transformation.
• Stay Ahead: Be part of a team committed to innovation, customer success, and continuous learning in a fast-paced, remote-friendly environment.

About Milestone Inc.

Milestone is a leader in digital marketing software and services for location-based businesses, helping over 2,000 brands enhance their omnichannel presence. With a legacy of award-winning innovation, we support major industries including Hospitality, Financial Services, Retail, and Automotive. Our technology and services are consistently recognized for excellence and effectiveness, making Milestone an ideal place to accelerate your career in digital and customer success.

How to apply:

Recruitment Manager: Kishankumar P. (Talent Acquisition Manager)

Send Resume: [e-mail]

Connect LinkedIn: https://www.linkedin.com/in/kkpatil/

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Advertising and Project Management

• Industries

  Advertising Services and Software Development

Referrals increase your chances of interviewing at Milestone Inc by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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