Position Overview

The Account Manager owns the health, retention, and growth of a portfolio of Choice Digital clients - from the moment a new client signs through every renewal and expansion that follows.

Reporting to the Director, Account Management, you'll be accountable for client onboardings end to end, serve as the day-to-day relationship owner for your accounts, and keep a close read on client health so risks surface early and get solved. You'll also be responsible for growing your book: identifying where clients would benefit from additional products, programs, or payment channels, and partnering cross-functionally to bring those opportunities to close.

Success here looks like deep knowledge of a defined set of accounts, disciplined follow-through, and expansion revenue that comes from genuinely solving more of the client's problems - not from cold outreach.

This is a full-time, in-office position.

Key Responsibilities

Client Onboarding & Implementation

• Accountable for the onboarding process for new clients end to end, from signed agreement through first successful disbursements and steady-state operation.
• Build and manage onboarding plans with clear milestones, owners, and timelines, and hold both Choice Digital and the client accountable to them.
• Coordinate across Payment Operations, Product, Compliance, and Customer Support to keep implementations on schedule and clear blockers before they become delays.
• Lead client-facing onboarding calls, training sessions, and go-live readiness reviews.
• Ensure every new client reaches defined adoption and volume milestones, and Choice Digital is delivering consistently on its contractual obligations

Client Health & Retention

• Serve as the primary day-to-day point of contact for an assigned portfolio of clients.
• Monitor client health indicators - volume trends, adoption, support activity, payment performance, and stakeholder engagement - and act early when signals turn.
• Build and maintain account plans that capture client goals, stakeholders, contract terms, renewal dates, and open risks.
• Run regular check-ins and business reviews that show clients the value they're getting and where they can get more.
• Drive on-time renewals and protect revenue by resolving issues before they reach the renewal conversation.
• Escalate complex or at-risk situations to the Director, Account Management with a clear read on the problem and a recommended path forward.

Account Optimization: Upsell & Cross-Sell

• Identify expansion opportunities within your portfolio - additional payment channels, new business units, added products, and increased volume.
• Develop and maintain a pipeline of optimization opportunities across your accounts, and work them with consistent, documented follow-through.
• Build the business case for expansion in the client's terms: cost, risk, recipient experience, and operational lift.
• Partner cross functionally on pricing, proposals, and contracting for larger or more complex expansions.
• Meet retention and expansion targets for your book of business.

Cross-Functional Collaboration & Operational Discipline

• Advocate for client needs internally while balancing operational realities and business priorities.
• Partner with Payment Operations and Customer Support to resolve client issues and keep clients informed through resolution.
• Relay client feedback and product requests to Product with enough context to make them actionable.
• Keep account records, activity, opportunities, and client health status current and accurate in our systems.
• Contribute to Account Management playbooks, templates, and process improvements as the team scales.

What We're Looking For

Required:

• 3+ years of experience in Account Management, Customer Success, Client Services, or a comparable client-facing role.
• Demonstrated ownership of client retention and expansion outcomes, including renewals, upsells, or cross-sells.
• Experience managing client onboardings or implementations with multiple stakeholders and moving parts.
• Strong organizational skills and follow-through - able to run a portfolio of accounts without losing track of commitments.
• Excellent written and verbal communication skills, and comfort leading client calls and presentations.
• A consultative, relationship-driven sales approach, with the confidence to ask for the business when the timing is right.
• Proven ability to work cross-functionally with Operations, Support, Product, and Sales teams.
• Comfort working with data to spot trends and build a case.

Preferred:

• Experience in Fintech, Payments, or technology-enabled services.
• Experience supporting enterprise clients or regulated industries.
• Familiarity with CRM and client health tooling, and with account planning frameworks.
• Bachelor's degree in Business, Communications, Marketing, or a related field, or equivalent professional experience.

What we Offer

• Competitive annual compensation range of $90,000 to $105,000
• Annual bonus linked to company success and your personal performance
• Equity offerings through stock options
• 401(k) retirement savings match (up to 4%)
• Flexible PTO policy
• Company paid holidays
• Medical, Dental, Vision, and Life Insurance

In compliance with Colorado state law, pay for this position is anticipated to be between $90,000 and $105,000. Actual offers will be based on the applicant's skills, experience, and education.

While the anticipated deadline is anticipated to be November 25th, 2026, you are encouraged to submit your application as we may still consider qualified candidates beyond this date.

Candidate profiles and resources from recruiting agencies and vendors are not being considered for this role. Please do not solicit Choice Digital with requests for business.