Account Manager

• Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
• Increase revenue by seeking out new business opportunities with current and prospective clients.
• Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
• Develop and present pricing proposals and RFP responses tailored to each client’s needs.
• Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
• Collaborate with internal teams—Client Services, Marketing, Technical, and Leadership—to deliver seamless onboarding and support for new work.
• Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
• Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
• Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.
• Serve as an escalation point for resolving client concerns and championing improvements.

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