Figure

Account Manager

• Develop healthy client relationships with Figure’s clients by building trust and transparency
• Act as a client advocate, enhance client training/product education and promote client loyalty
• Evaluate, analyze, and communicate client needs to appropriate internal stakeholders
• Drive prioritization of client requests and execute them as they are prioritized
• Assist in maintaining and organizing company data, systems, and databases for easy access and retrieval. (Salesforce, Notion, Tableau)
• Deliver QBR and use these tools to drive engagement with wholesale and smaller partners. Assist with reports, presentations, and other documents to support business operations and management.
• Support onboarding and upsell project management by assisting with planning, tracking, and execution of business initiatives as needed.
• Perform general research, market analysis, or data collection to assist in decision-making processes
• Develop strong relationships with Figure internal stakeholders across multiple departments to solve partner issues and requests
• Make process improvement recommendations for Figure’s products and services based on client feedback as applicable
• Participate in new training and licensing programs to expand the team’s capabilities

Director, Relationship Management, Licensed Partnerships