Account Executive

IntraFi

Account Executive providing customer experience solutions to banks and financial institutions. Collaborating with multiple teams to enhance client satisfaction and operational efficiency.

Posted 7/18/2026full-timeArlington • Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service, utilizing artificial intelligence tools to enhance workflows and problem-solving. Capable of training and onboarding new team members while maintaining exceptional attention to detail and organizational skills.

Highest-signal resume keywords

Customer Service ExperienceArtificial Intelligence ToolsStrong Communication SkillsProblem-Solving SkillsProficient in Outlook, Word, and Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer ServiceArtificial Intelligence ToolsDocument ProcessingData EntryTraining Development

Soft Skills

Strong Oral CommunicationStrong Written CommunicationOrganizational SkillsAttention to DetailAdaptability

Tools & Technologies

OutlookWordExcel

Industry Keywords

Client ServicesFinancial InstitutionsCustomer ExperienceOnboardingCross-Department Collaboration

About the role

Key responsibilities & impact

You would be a key member of our Client Services team whose primary responsibility is to provide a personal, helpful, and simple customer experience to clients (banks and other financial institutions).
Responding to customer inquiries and resolving customer issues via phone and email
Training new member banks for onboarding and operational implementation
Developing and presenting customer trainings for ongoing support
Working cross-departmentally to develop and prioritize technology and process improvements
Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)

Requirements

What you’ll need

Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
Minimum of two years of customer service experience with demonstrated ability to provide high-quality service
Strong oral and written communication skills
Demonstrated ownership and accountability for learning and workload management
Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
Ability to work effectively in a team environment and alone
Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organizational skills; self-directed and results/goal-oriented
Ability to deal with change and quickly adapt to evolving business priorities and the introduction of new concepts
Exceptional attention to detail
Proficient in Outlook, Word, and Excel

Benefits

Comp & perks

401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance