Strategic Accounts Leader - Growth & Retention Remote-First

dv01; New York (NY); On-site; USD 145,000 - 155,000; Full time

Benefits offered by this job

Unlimited PTO

Learning & Development Fund

Remote-First Environment

Health Care and Financial Planning

Fitness Fund (wellness)

Job summary

dv01 is seeking an experienced Senior Account Manager to own and grow a strategic book of business in the U.S. market.

You will maintain account health, drive retention, and expand usage of dv01’s data analytics platform among lenders and investors in structured products. You will advise clients at senior levels, influence product strategy with client insights, and collaborate with internal teams on process improvements while forecasting revenue and managing risk.

Qualifications

• 7+ years of progressive account management or client leadership experience.
• Experience in ABS/Structured Products Finance, Lending, Capital Markets, FinTech, or closely related financial services sectors.
• Executive-level relationship and communication skills, with the ability to influence, present to, and partner with senior stakeholders internally and externally.
• Strong strategic and analytical orientation, with the ability to synthesize client, usage, and market data into actionable account and growth strategies.
• High organizational rigor and attention to detail in a complex, multi-stakeholder environment.
• Strong technical aptitude, with the ability to quickly master and articulate complex FinTech SaaS products and workflows.
• Entrepreneurial mindset, comfortable building, evolving, and scaling processes in a growth-stage environment.
• Rapid learner with strong problem-solving instincts, able to think critically, adapt quickly, and self-direct learning as needed.

Responsibilities

• Own and lead a strategic book of business, with full accountability for account health, retention, and expansion aligned to dv01’s revenue and product objectives.
• Develop and execute long-term growth strategies for clients to increase dependence on dv01 products and services across footprint, products and revenue.
• Serve as a trusted advisor to clients, building relationships across all levels of client organizations, including senior decision-makers.
• Influence product strategy using deep client and product knowledge to maximize value and support our long-term product vision.
• Act as a strategic bridge between clients and internal teams, advocating for high-impact product and process improvements.
• Use client usage data and analytics to identify adoption trends, expansion opportunities, and risk, driving mitigation and growth plans.
• Collaborate with leadership to evolve client strategy and ensure dv01 remains indispensable to its most strategic clients’ workflows.
• Partner with Finance on revenue forecasting, accounts receivable, and risk management.
• Represent dv01 at industry conferences and events, strengthening executive relationships and market presence.
• Provide mentorship and thought leadership across the organization, influencing best practices without direct people management.

Job description

dv01 is seeking an experienced Senior Account Manager to own and grow a strategic book of business in the U.S. market.

You will maintain account health, drive retention, and expand usage of dv01’s data analytics platform among lenders and investors in structured products. You will advise clients at senior levels, influence product strategy with client insights, and collaborate with internal teams on process improvements while forecasting revenue and managing risk.