Mid-Market Account Manager

SWBC

Mid-Market Account Manager growing mid-sized client accounts for SWBC, a diversified financial services company. Driving revenue, profitability, and customer satisfaction through risk management solutions.

Posted 8/20/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $57,148 - $114,296 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and client relationship building, with a strong focus on identifying growth opportunities and delivering tailored solutions. Proficient in analyzing client needs and providing strategic recommendations to maximize revenue and ensure customer satisfaction.

Highest-signal resume keywords

Account ManagementClient Relationship BuildingRevenue ForecastingCommunication SkillsProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account PlanningSales Strategy DevelopmentMarket Trend AnalysisFinancial Services KnowledgeRisk Management Knowledge

Soft Skills

Interpersonal SkillsCustomer Satisfaction FocusIndependent Work EthicMotivation to Achieve Goals

Certifications & Qualifications

Bachelor’s Degree in BusinessBachelor’s Degree in MarketingBachelor’s Degree in Finance

Industry Keywords

ComplianceEthical StandardsCustomer-Facing RoleClient Needs Assessment

About the role

Key responsibilities & impact

Build and maintain strong, long-lasting relationships with mid-sized clients as a trusted advisor
Identify growth opportunities within client accounts and develop strategies to maximize revenue and profitability
Stay up to date with products and services to present them effectively and address client inquiries
Develop account plans and strategies aligned with company objectives and client needs
Collaborate with Sales, Marketing, and Product Development to ensure seamless client experiences
Address and resolve client issues or concerns promptly and effectively
Provide regular reports on account status, revenue forecasts, and market trends to management
Ensure clients receive maximum value from the company’s offerings
Analyze client challenges, identify root causes, and develop innovative solutions
Travel by auto or air to designated top clients and prospective clients within the assigned territory

Requirements

What you’ll need

Bachelor’s degree in business, Marketing, Finance, or a related field is typically required
At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role
Knowledge of financial services, risk management, or related fields is a plus
Strong written and verbal communication skills
Ability to analyze issues, identify solutions, and implement them to meet client needs
Deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction
Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues
Adherence to high ethical standards and a commitment to compliance with industry regulations
Ability to work independently and stay motivated to achieve goals and targets
Ability to travel by auto or air to designated top clients and prospective clients within assigned territory
Pre-employment drug testing required
SWBC does not hire tobacco users as allowed by law

Benefits

Comp & perks

Competitive overall compensation package
Work/Life balance
Employee engagement activities and recognition awards
Years of Service awards
Career enhancement and growth opportunities
Emerging Professionals and Mentor Program
Continuing education and career certifications
Variety of healthcare coverage options
Traditional and Roth 401(k) retirement plans
Lucrative Wellness Program
Additional incentive compensation in the form of either commission or performance bonus (eligibility may apply)