Full-Time

Account Manager

Posted on 5/20/2024

dv01

dv01

51-200 employees

End-to-end loan data standardization platform

Financial Services
Data & Analytics

Senior

Remote in USA

Required Skills
Sales
Customer Service
Data Analysis
Requirements
  • Minimum of 5 years post-graduate work experience
  • At least 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 related industries
  • Fantastic interpersonal skills
  • Highly organized with attention to detail
  • Comfortable interacting with stakeholders at all levels
  • Technical aptitude and ability to learn FinTech SaaS products
  • Ability to operate in a fast-paced environment with many client demands
  • Effective team player with initiative
  • Capacity to learn quickly and self-teach
  • Skilled multi-tasker with prioritization skills
  • Occasional travel to NY Metro Area
Responsibilities
  • Proactively develop client relationships for clients
  • Maintain consistent client outreach and follow-ups
  • Educate and train clients on new products and functionalities
  • Collaborate with Sales team to monitor client engagement
  • Leverage user analytics to increase user adoption
  • Monitor contract terms and renewal periods
  • Facilitate client demos and training
  • Support clients 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, New York

Founded

2014

Growth & Insights
Headcount

6 month growth

4%

1 year growth

10%

2 year growth

16%
INACTIVE