Account Manager

• Serve as the primary point of contact for assigned federal agency and labor clients.
• Build and maintain strong relationships to support long-term engagement and revenue growth.
• Partner with internal teams (Technology, Operations, Compliance) to ensure seamless onboarding and servicing of federal programs.
• Oversee implementation processes, troubleshoot escalations, and ensure adherence to compliance and risk standards.
• Identify opportunities to broaden and deepen client relationships through new product offerings and modernization initiatives.
• Collaborate with Treasury Management Consultants (TMCs) and Product Managers to align solutions with client needs.
• Maintain accurate client records, pipeline updates, and performance metrics in CRM systems.
• Participate in internal governance meetings and provide updates on client portfolio health.

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