Strategic Account Manager – Financial Solutions & Growth

Harbor National LLC; Sacramento (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Tuition reimbursement

Professional development

Job summary

Harbor National LLC in Sacramento, CA, is seeking an Account Manager for a full-time role offering a salary range of $70,000 to $100,417 per year. You will be the primary contact for client relationships, driving growth and delivering top-tier financial solutions locally.

You will manage client accounts, develop relationships, track performance, and provide regular reports to management, collaborating with sales and product teams to propose new financial solutions.

Qualifications

• Bachelor's degree in finance, business, or a related field.
• 3–5 years of experience in account management or a similar role.

Responsibilities

• Manage key client accounts and ensure exceptional service.
• Develop and implement tailored financial strategies to meet client needs.
• Build and maintain strong relationships with clients.
• Collaborate with cross-functional teams to deliver financial products and services.
• Monitor account performance and identify opportunities for growth.
• Meet and exceed client performance targets.

Skills

Strong communication

Interpersonal skills

Relationship management

Client-focused

Education

Bachelor's degree in finance or business

Job description

Harbor National LLC in Sacramento, CA, is seeking an Account Manager for a full-time role offering a salary range of $70,000 to $100,417 per year. You will be the primary contact for client relationships, driving growth and delivering top-tier financial solutions locally.

You will manage client accounts, develop relationships, track performance, and provide regular reports to management, collaborating with sales and product teams to propose new financial solutions.