YOU Will:- 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 your clients that ensures increased dependency on our products and services along with driving incremental growth across footprint, products and revenue
- Serve as a trusted advisor to clients, building relationships across all levels of client organizations, including senior decision-makers
- Leverage your deep client and product knowledge to influence product strategy, suggesting enhancements that maximize client value while supporting our long-term product vision and business goals
- Act as a strategic bridge between clients and internal teams, advocating for high-impact product and process improvements while maintaining a strong feedback loop
- Use client usage data and analytics to identify adoption trends, expansion opportunities, and risk, proactively driving mitigation and growth plans
- Partnering with leadership to evolve client strategy and ensure dv01 remains indispensable to its most strategic clients' workflows
- Collaborate 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
YOU Have:- 7+ years of progressive account management or client leadership experience, with a demonstrated record of driving net revenue retention, expansion, and long-term client value across a portfolio
- 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, enabling effective territory book of business management in a complex, multi-stakeholder environment
- Strong technical aptitude, with the ability to quickly master and articulate complex FinTech SaaS products and workflows
- Calm, resilient, and adaptable, able to operate effectively in a fast-paced environment with competing priorities and executive-level demands
- 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
Success Metrics:- Net revenue retention and multi-year contract growth
- Expansion pipeline generation and conversion
- Client executive engagement and referenceability
- Influence on product direction and internal best practices
BENEFITS & PERKS:
- Unlimited PTO. Unplug and rejuvenate, however you want-whether that's vacationing on the beach or at home on a mental-health day.
- $1,000 Learning & Development Fund. No matter where you are in your career, always invest in your future. We encourage you to attend conferences, take classes, and lead workshops. We also host hackathons, brunch & learns, and other employee-led learning opportunities.
- Remote-First Environment. People thrive in a flexible and supportive environment that best invigorates them. You can work from your home, cafe, or hotel. You decide.
- Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute.
- Stay active your way! Get $138/month to put toward your favorite gym or fitness membership - wherever you like to work out. Prefer to exercise at home? You can also use up to $1,650 per year through our Fitness Fund to purchase workout equipment, gear, or other wellness essentials.
- New Family Bonding. Primary caregivers can take 16 weeks off 100% paid leave, while secondary caregivers can take 4 weeks. Returning to work after bringing home a new child isn't easy, which is why we're flexible and empathetic to the needs of new parents.
In good faith, our salary range for this role is $145,000-$155,000 but are not tied to it. Final offer amount will be at the company's sole discretion and determined by multiple factors, including years and depth of experience, expertise, and other business considerations. Our community is fueled by diverse people who welcome differing points of view and the opportunity to learn from each other. Our team is passionate about building a product people love and a culture where everyone can innovate and thrive.
