Senior Account Manager

• Own revenue performance across assigned accounts and branches, driving increased financing adoption, close rates, and overall revenue growth through proactive branch-level engagement and performance management.
• Understand clients' objectives, approaches, results, and challenges to create strategic account plans that drive satisfaction, retention, and lifetime value.
• Engage directly with decision-makers—from office managers to C-level executives and owner-operators—to present financing solutions that drive adoption and long-term value.
• Work cross-functionally with account management leadership, lender ops, sales, product, and engineering to ensure high standards of service across the organization
• Demonstrate in-depth knowledge of 360 Finance’s platform, operational processes, and best practices to provide value to account base
• Monitor account health, identify risk factors, and proactively drive product satisfaction and usage.
• Analyze data and client feedback to identify risk factors and optimize performance.
• Prepare and deliver ongoing account performance reports.
• Uphold our core values and collaborate positively across departments.

Requirements

• 4+ years of total account management experience, including:
  • 2+ years of account management experience in home improvement sales, lending, or financing experience with proven success in upselling and cross-selling; enterprise experience is a plus.
• Experience in Home Service financial services, lending, or point-of-sale financing is strongly preferred.
• Proficiency in Salesforce and intermediate to strong Excel skills; familiarity with BI tools like Tableau is a plus.
• Willingness and ability to travel extensively (up to 40% of the time), including overnight and multi-day trips
• Excellent communication skills with the ability to influence and present to large groups, executive-level stakeholders, and train sales representatives on how to use the 360 Finance platform.
• Strong analytical skills and business acumen to drive performance and decision-making.
• Proven ability to manage onboarding through renewal while building strategic partnerships.
• Comfortable navigating ambiguity and managing shifting priorities.
• Highly organized and process-driven with strong attention to detail.
• Bachelor’s degree preferred or equivalent experience.