Account Manager

Branch is on a mission to empower workers with financial freedom. We do this by helping companies accelerate payments and providing working Americans with accessible, free financial services. We’re committed to building and delivering more inclusive, transparent, and frictionless financial products.

Our goal of empowerment extends to our own employees, too. Have a great idea? Share it today and it might just get implemented tomorrow. As a member of our team, your voice and creativity matter—and they can directly impact our products, company, and culture. 

We not only focus on attracting great talent from across the country, but also on building teams that help that talent thrive. That means valuing a diversity of opinions and working styles, while creating a shared belief in innovation, initiative, and winning together.  Come join our team as we develop new ways to improve the lives of working Americans.

We are seeking a dynamic and customer-focused Account Manager to join our team. As an Account Manager, you will play a pivotal role in nurturing and growing customer relationships, ensuring a best-in-class experience, and driving long-term retention and revenue growth . Your expertise, strategic mindset, and proactive approach will be instrumental in ensuring long-term customer success and expanding revenue in our existing customer-base. 

Responsibilities: 

• Develop and maintain strong, lasting relationships with a portfolio of customers, serving as their primary point of contact for all solution inquiries and needs.

• Understand customers' business objectives and challenges, offering customized solutions that align with their goals and drive value.

• Accountable for revenue growth with the assigned base, including quarterly targets tied to high value expansion, as well as customer retention.

• Proactively identify opportunities for upselling and cross-selling our solutions to existing customers, driving revenue growth and expanding our market presence.

• Collaborate with cross-functional teams including implementation, sales, marketing, product, and operations to deliver a seamless customer experience, aligning solutions with customer needs and revenue goals. 

• Become a subject matter expert with our products and services, enabling you to provide customers with valuable insights and recommendations.

• Collaborate with Marketing to strategize and execute customer-specific adoption and engagement campaigns to drive ongoing awareness and deepen product utilization. 

• Conduct regular cadence with customers to assess their satisfaction, gather feedback, and address any issues or concerns they may have.

• Prepare and deliver reports and presentations on customer performance, highlighting key metrics and insights to internal stakeholders.

Qualifications:

• 3-4 years of experience in account management, sales or other revenue accountable customer facing roles.

• Proven track record of building and maintaining strong customer relationships, preferably with experience in selling financial products or solutions.

• Excellent communication, presentation, and negotiation skills, with the ability to effectively convey complex technical information to customers and internal teams.

• Strong problem-solving mindset with the ability to de-escalate concerns, resolve issues, and turn challenges into opportunities for deeper engagement.

• Highly organized and detail-oriented, capable of managing multiple customers and projects simultaneously.

• Proficiency in CRM software, Google Suite, and other relevant tools.

• Ability to thrive in a fast-paced, dynamic environment and adapt to changes quickly.

Compensation: The base compensation range for this role is 85-95k. The salary range displayed reflects an average base salary range for the position across all the US. The base salary offered to an applicant could be higher or lower based on each applicants specific skill set, depth of experience, relevant education or training, etc. The base salary range listed excludes commission/ variable compensation/ bonus/ equity or benefits.

Benefits: 

• Remote-first work environment (domestic USA)

• Branch-paid medical, dental, and vision insurance 

• Equity

• 401k

• Flexible time off

• Paid company holidays

• Paid parental leave (eligible after 6 months of employment)

Working at Branch

A remote-first company with employees located throughout the U.S., Branch emphasizes transparency, accountability, and trust to create a collaborative environment where our product, engineering, marketing, customer support, customer success, and sales teams can all thrive together.  Learn more about what we do in this video!

Our collaborative spirit has helped us become an award-winning fintech company, with Branch’s innovation and workplace recognized across industries. Branch has been honored by Inc., the Webby Awards, Benzinga Fintech Awards, Fintech Breakthrough Awards, Top Workplaces USA, Great Places to Work, and EY Entrepreneur of the Year, Heartland, among others.  

Learn more about our culture, approach, technology, and people here: https://www.branchapp.com/about

Branch is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Must be currently authorized to work in the USA without sponsorship or transfer. No 3rd-parties, please.