Client Account Manager, Fintech SaaS

3 weeks ago

Houston, United States iownit c&m Full time
Job DescriptionJob DescriptionSalary:

About iownit.us:

Iownit is a rapidly growing, US-based financial services technology firm disrupting the private investment markets. Our purpose is to unlock the potential & possibilities of the alternative investment marketplace for investors through innovation, technology, and market expertise. We enable broadened access and facilitate greater investor participation by delivering modern, innovative financial operating infrastructure & technology solutions for trading in alternatives based on blockchain technology solutions to market participants.


Your impact:

We are actively seeking our inaugural hire for the role of Support Client Account Manager to join our Client Operations team. As a Client Account Manager, you will play a pivotal role in fostering and sustaining high-level relationships with our clients and partners, serving as a crucial liaison throughout the delivery of professional services/ implementation engagements. Your key responsibility is to understand the unique needs of our clients and partners, collaborating diligently to ensure their success. Proactively driving product adoption, elevating client satisfaction, and contributing to the overall health of our partnerships are at the core of your mission.

This presents a remarkable opportunity to establish and nurture prominent client relationships, become an expert on our platform and product, and serve as the go-to resource for all aspects of our collaborations. 


In this role, you will:

  • Work closely with Iownit clients/partners to comprehensively understand their needs, ensuring a clear path to success.
  • Manage all production support activities for iownit's enterprise clients, utilizing strong relationship-building skills, in-depth product knowledge, and effective planning and execution.
  • Ensure that a plan is in place with each client for deployment, change management and onboarding programs.
  • Guide clients through Implementation and Integration engagements, aligning activities with their strategic business goals and objectives.
  • Contribute to onboarding processes and provide ongoing support to nurture long-term partnerships.
  • Proactively discover and analyze gaps in the client experience that could potentially lead to attrition.
  • Work closely with Product, Engineering and Customer Support on identification and tracking of product improvement requests, troubleshooting and bugs.
  • Function as the customer advocate, providing valuable feedback to the product team based on client requests, contributing to the continuous enhancement of our product offerings.


About you:

  • 5+ years of client-facing roles, including consulting, account management, customer success, or pre-sales, with at least 1+ years of experience working with Enterprise/Strategic clients. 
  • Exceptionally collaborative with a strong eagerness to contribute to the success of a new product and advance new processes and infrastructure.
  • Strong communication skills and technical aptitude.
  • Ability to manage multiple clients in a fast-paced environment, with careful attention to detail and strong organizational skills.
  • Familiarity with Salesforce, Zendesk, and other Software-as-a-Service is a plus.


Last, but not least, we are here to bring value and positive experience to our clients and team. So you will join the team working on the common goal and sharing responsibility for the results


Compensation: Our compensation model is market-driven, so we are committed to providing a competitive pay that meets industry standards. We follow a job pricing approach, which means that when determining compensation we consider and compare the same factors such as job responsibilities, skills, and experience for the job, which can cause your compensation to vary. 

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