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Full-Time

Account Manager

Posted on 7/23/2024

dv01

dv01

51-200 employees

End-to-end loan data standardization platform

Data & Analytics
Consulting
Consumer Software
Enterprise Software
Fintech
Financial Services

Compensation Overview

$110k - $130kAnnually

Senior

New York, NY, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Sales
Customer Service
Data Analysis
Requirements
  • Minimum of 5 years post graduate work experience
  • 2 years working with customers in a post sales support role
  • Knowledge of customer service practices
  • Experience in ABS/Structured Products Finance, Lending, Capital Markets FinTech or closely related industries
  • Fantastic interpersonal skills
  • Highly organized with attention to detail
  • Comfortable interacting with a wide range of stakeholders
  • Technical aptitude and ability to learn FinTech SaaS products
  • Ability to operate in a fast-paced environment
  • Effective team player with initiative
  • Capacity to learn quickly and self-teach
  • Skilled multi-tasker
  • Ability to visit clients occasionally in the NY Metro Area
Responsibilities
  • Develop client relationships for clients
  • Maintain consistent client outreach
  • Educate and train clients on new products
  • Provide support and monitor client engagement
  • Leverage user analytics to increase user adoption
  • Monitor contract terms and renewal periods
  • Facilitate client demos and training
  • Engage directly in customer support process
  • Collaborate cross-functionally within the company
  • Participate in conferences, trade shows, and events

dv01, a FitchSolutions Company, offers an end-to-end platform for standardizing loan-level data and integrating analytics tools, including machine learning for data wrangling, to empower capital markets with transparency and intelligence across various lending markets.

Company Stage

M&A

Total Funding

$36.5M

Headquarters

New York City, New York

Founded

2014

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%