Relationship/Account Manager

To be successful as a Relationship/Account Manager at Prizeout, candidates should have a minimum of 5 years experience in Account Management, Sales, or a similar role, preferably within the SaaS or FinTech industries. Strong communication skills are essential, as you'll engage with various stakeholders, translating complex ideas clearly. Attention to detail, the ability to prioritize multiple projects, and relationship management skills are equally important.

As a Relationship/Account Manager at Prizeout, your day will involve a mix of onboarding and supporting partners, reviewing account progress, and strategizing upselling opportunities. You’ll participate in business reviews while utilizing our tech stack for record maintenance. Building strong relationships with partners and collaborating with cross-functional teams will define your day-to-day activities.

Prizeout is committed to fostering growth and collaboration. As a Relationship/Account Manager, you’ll have access to developmental resources, mentorship opportunities, and the chance to collaborate with various internal teams like Sales, Product, and Engineering, allowing you to expand your skills and industry knowledge.

In the Relationship/Account Manager role at Prizeout, you’ll primarily work with banking and credit union partners. This means you’ll engage with a variety of financial institutions, understanding their workflows and tailor solutions that optimize their members’ engagement.

The culture at Prizeout is vibrant and innovation-driven. We value humility, trust, and a spirit of optimism. As a Relationship/Account Manager, you will work in a collaborative environment alongside passionate individuals dedicated to transforming the fintech landscape while continuously embracing challenges.

When prioritizing accounts, I assess the urgency and potential impact associated with each partner's needs. I utilize tracking tools to manage timelines effectively and regular check-ins to ensure partners receive the support they need while maintaining focus on high-value opportunities.

Certainly! In a previous role, I encountered a partner who was unhappy with our service. I scheduled a call to actively listen to their concerns, which helped me understand their pain points. Through open communication and timely follow-up, I created a solution that improved their experience, ultimately strengthening the relationship.

My strategy involves first understanding the unique challenges my clients face and identifying how our additional offerings can address them. I focus on building trust and ensuring they recognize the value our solutions provide, making them more inclined to explore upsell options during our discussions.

Ensuring client satisfaction requires proactive communication, managing expectations, and following up regularly. By actively seeking feedback and addressing concerns promptly, I can help enhance their experience, ultimately building a more loyal partnership.

I prioritize data hygiene by consistently using CRM tools to log interactions after each meeting or call. This helps maintain clear visibility on account status and provides seamless communication across teams when collaborating on partner needs.

First, I’d reach out to the partner to listen to their concerns and gather context regarding their dissatisfaction. After identifying the issues, I'd collaborate internally to find effective solutions and ensure timely communication to reassure the partner that their satisfaction is a top priority.

For a slow onboarding process, I would first assess where the bottlenecks are occurring and address them directly with the team involved. An open line of communication with the partner would be established to keep them informed, while providing additional support or resources to expedite the process.

I stay updated by subscribing to industry newsletters, attending relevant conferences, and participating in webinars. I also engage with my network on platforms like LinkedIn to discuss insights and emerging trends that could impact my clients’ businesses.

I find motivation in developing meaningful relationships and helping clients achieve their goals. Seeing how our solutions positively impact their operations drives me to go above and beyond for my partners, creating more value in our engagements.

Building rapport starts with taking the time to learn about the client's needs and business goals. I prioritize genuine conversations, actively listen, and provide tailored insights that demonstrate my investment in their success, which fosters trust and long-term relationships.