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dv01

Strategic Account Manager

RemoteUnited States only
Published
Role
Sales
Experience
Senior
Employment
Full-time
Company size
Mid-size
$140k–$150k/yr
Check eligibility

Open to US only. Set where you work from to check your eligibility.

No BS summary

Senior account manager for FinTech/SaaS serving structured finance clients. Requires 7+ years of account management with experience in ABS/structured products, capital markets or lending. Remote — USA candidates only; ownership of strategic book, retention and expansion.

Core skills

Account ManagementClient Expansion

Required skills

Client LeadershipExecutive Relationship ManagementStrategic Growth PlanningRevenue ForecastingFinTech SaaS product knowledgeData & Usage Analytics

Optional skills

Experience with ABS/Structured Products FinanceCapital Markets experienceLending domain knowledge

What you'll do

  • 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 clients to drive footprint, product adoption and revenue
  • Serve as a trusted advisor to clients, building relationships across all levels of client organizations, including senior decision-makers
  • Influence product strategy by suggesting enhancements that maximize client value
  • Act as a strategic bridge between clients and internal teams, advocating for product and process improvements
  • Use client usage data and analytics to identify adoption trends, expansion opportunities, and risk, driving mitigation and growth plans
  • Partner with leadership to evolve client strategy and ensure dv01 remains indispensable to strategic clients’ workflows
  • Collaborate with Finance on revenue forecasting, accounts receivable, and risk management
  • Represent dv01 at industry conferences and events
  • Provide mentorship and thought leadership across the organization

What they require

  • 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
  • Strong strategic and analytical orientation, able to synthesize client, usage, and market data into actionable account and growth strategies
  • High organizational rigor and attention to detail for complex, multi-stakeholder territory management
  • Strong technical aptitude to master and articulate complex FinTech SaaS products and workflows
  • Calm, resilient, and adaptable in a fast-paced environment
  • Entrepreneurial mindset, comfortable building, evolving, and scaling processes in a growth-stage environment
  • Rapid learner with strong problem-solving instincts

Benefits

  • Unlimited PTO
  • $1,000 Learning & Development Fund
  • Remote-First Environment
  • Comprehensive medical, dental, and vision insurance
  • 401(k)
  • $138/month fitness stipend or up to $1,650/year Fitness Fund
  • New family bonding leave: primary caregivers 16 weeks paid, secondary caregivers 4 weeks

dv01 is lifting the curtain on the largest financial market in the world: structured finance. The $16+ trillion market is the backbone of everyday activities that empower financial freedom, from consolidating credit card debt and refinancing student loans, to buying a home and starting a small business. dv01’s data analytics platform brings unparalleled transparency into investment performance and risk for lenders and Wall Street investors in structured products. As a data-first company, we wrangle critical loan data and build modern analytical tools that enable strategic decision-making for responsible lending. In a nutshell, we're helping prevent a repeat of the 2008 global financial crisis by offering the data and tools required to make smarter data-driven decisions resulting in a safer world for all of us. More than 400 of the largest financial institutions use dv01 for our coverage of over 75 million loans spanning mortgages, personal loans, auto, buy-now-pay-later programs, small business, and student loans. dv01 continues to expand coverage of new markets, adding loans monthly, and developing new technologies for the structured products universe.

FintechMid-size
$140k–$150k/yr