Pathward · 15 hours ago
Manager, Account Management
United States
Full-time
Remote
Mid, Senior Level
$86K/yr - $145K/yr
5+ years expPathward is a financial empowerment company dedicated to creating financial inclusion for all. The Manager of Account Management is responsible for leading the account management team, building strong relationships with partners, and ensuring effective communication and resolution of partner issues.
ConsultingFinanceFinancial Services
Responsibilities
Serve as a key member of the Partner Success team and as part of the Customer Success leadership team
Develop processes and practices to standardize how partner issues are handled and resolved
Develop mechanisms to address common themes of partner issues, collaborate with the PE team on resolution of common themes
Develop a method of proactive communications on issues facing the account management team and ensure that the partner executive team is aware of these issues
Develop an effective escalation process and become personally involved in resolving escalated issues within the account management team
Grow and develop the skill set of the account management team
Develop strong cross functional working relationships and lead best practice sessions between the teams
Implement effective methods to measure response time to partners and to gather and assess the quality of the responses to partners
Develop a series of key metrics that are used to assess the performance health of the account management team including mechanisms that measure partner satisfaction with the account management team
Working with the PE team, develop strong relationships with the leaders of the team and develop key contacts with partners to assist in driving resolution on key issues
Have a strong working knowledge of relevant regulatory issues impacting the Account Management team and serve as a leader and resource through preparing and participating in regulatory exams
Be aware of key industry trends to inform strategic decision-making and optimize account management strategies
Work with abstract ideas or situations across functional areas and effectively communicate complex concepts to both technical and non-technical stakeholders
Be able to function well in a highly dynamic environment
Establish and implement performance goals and metrics that align with company objectives
Develop and maintain policies and procedures related to account management to ensure that they are up-to-date and aligned with best practices
Drive innovation and continuous improvement of account management processes and practices
Establish regular communication channels with internal partners including Partner Engagement leaders to ensure the teams are working towards the same partner experience
Develop strong relationships with partners to understand the needs and goals of the partnership. Work closely with partners to identify areas of collaboration and ensure alignment between goals and the company’s objectives
Identify areas of improvement to increase efficiency, reduce errors, and provide better outcomes for partners
Develops and improves service model for staffing needs based on projected growth
Leads, selects, develops, and evaluates direct reports to ensure the efficient operations of the functions assigned
Other duties as assigned
Qualification
Required
Bachelor's degree or equivalent education and work experience
Typically 5+ years with bachelor's or equivalent in Business Administration, management, or a related field
Ability to lead and manage a team of account managers effectively. This includes setting goals, providing direction, and motivating team members to achieve their targets
Ability to build and maintain strong relationships with partners, including managing expectations and resolving issues
Strong focus on achieving results, meeting performance targets, and exceeding partner expectations
Ability to adapt to changing market conditions, implement new processes and procedures, and manage change effectively
Excellent communication skills, including the ability to communicate effectively with partners, team members, and other stakeholders
Ability to work collaboratively with other departments and stakeholders to achieve organizational goals
Benefits
Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off
And more
Company
Pathward
Pathward is a financial firm that provides investment strategies to promote business growth for organizations.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brett Pharr
Chief Executive Officer
Greg Sigrist
Chief Financial Officer
Recent News
2026-01-22
2025-12-15
2025-12-15
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