FinTech Account Manager: Client Funding & Solutions

E Capital; Lenexa (KS); On-site; USD 40,000 - 48,000; Full time

Benefits offered by this job

Annual bonus

Vacation & sick time

Health, dental, and life benefits

401K matching

Professional development opportunities

Job summary

eCapital is seeking an Account Manager to join our Lenexa office. You will work with clients to address financial needs, provide advice, and manage accounts with daily correspondence. The role emphasizes high-quality client service and proactive communication.

We offer a competitive Fintech environment with a focus on growth, professional development, and a supportive team culture. This is a replacement role with opportunities to advance within a fast-paced company.

Qualifications

• Ability to prioritize tasks and client inquiries.
• Ability to spot, take ownership, and solve problems.
• Strong attention to detail with an ability to spot errors.
• Highly accurate math/accounting skills.
• Customer service orientation with an ability to remain focused and friendly.
• Previous call center experience is an asset.

Responsibilities

• Approving and processing client funding.
• Providing accurate management of held and/or denied invoices.
• Evaluating/mitigating financial exposures and/or risk related to client invoice purchases.
• Facilitating customer compliance.
• Communicating and coordinating with internal colleagues by phone and email.
• Providing exceptional customer service and support with a positive, professional attitude.
• Complete outbound client wellness calls quarterly.
• Request and obtain positive reviews from clients.
• Other duties as assigned by direct, department, or division leadership.

Skills

Task prioritization

Problem solving

Attention to detail

Math / accounting

Customer service

Call center

Tools

Microsoft Office

Job description

eCapital is seeking an Account Manager to join our Lenexa office. You will work with clients to address financial needs, provide advice, and manage accounts with daily correspondence. The role emphasizes high-quality client service and proactive communication.

We offer a competitive Fintech environment with a focus on growth, professional development, and a supportive team culture. This is a replacement role with opportunities to advance within a fast-paced company.