Wisetack

Account Manager

• Manage a portfolio of merchants to foster long-term relationships, measured by increase in financing volume and share of wallet with each merchant.
• Support business development and partnerships in closing new deals and assist with the onboarding to Wisetack.
• Help new and existing merchants get up to speed quickly on our offerings.
• Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partnerships).
• Actively collaborate with the support and customer operations team to ensure we’re doing what we can to create consistent experiences, sharing learnings, and consolidating feedback.

Strategic Account Manager – East

Program Manager

• Lead day-to-day execution and continuous improvement of Wisetack’s compliance management system across the lending lifecycle, from merchant onboarding and marketing oversight through application intake, disclosures, servicing, complaints, collections, and partner-bank expectations.
• Serve as Wisetack’s designated BSA Officer, overseeing the BSA/AML/OFAC compliance framework, including governance, procedures, control documentation, and program reporting.
• Maintain and enhance the enterprise compliance risk assessment, regulatory applicability mapping, and risk-based monitoring and testing program so that risk ratings clearly drive control validation, remediation, and reporting priorities.
• Build practical management reporting for leadership, governance committees, board-level audiences, and partner banks, including KRIs, testing results, complaint trends, remediation status, and material compliance developments.
• Oversee compliance issue management, including root cause analysis, corrective actions, validation, closure, and audit or partner-bank remediation tracking.
• Partner with Product, Engineering, Operations, Servicing, Fraud, Legal, Capital Markets, and Risk to support change management, control design, and launch readiness for new products, features, workflow changes, and program updates.
• Support merchant and third-party oversight by helping define control requirements, escalation triggers, monitoring expectations, evidence standards, and remediation pathways.
• Maintain and improve risk assessments, procedures, and testing routines related to CIP/KYC, sanctions screening, suspicious activity escalation, quality assurance review, and record retention.
• Monitor BSA/AML and OFAC KRIs, operational queues, aging, exception trends, investigation timeliness, complaint trends, and third-party performance; escalate material issues and emerging risks to senior management quickly.
• Support filing governance, case documentation, and cross-functional escalation processes involving Fraud, Operations, Servicing, and partner-bank stakeholders.
• Coordinate compliance and BSA/AML training administration, evidence retention, and remediation work arising from audits, internal testing, partner-bank review, or control breakdowns.
• Help ensure controls remain appropriate for Wisetack’s embedded lending model, merchant channel, third-party environment, and role in processing and servicing bank-originated consumer loans.

Compliance Program Director

Product Marketing

• Own the messaging and positioning for major product areas. Make it clear, consistent, and easy for Sales, Partnerships, Account Management, and Marketing to use.
• Partner with the broader marketing team to ensure our website, campaigns, and lifecycle messaging clearly communicate our value and stand out in the market.
• Lead go-to-market strategy for new features, integrations, and programs. From early planning through launch and follow-through, you’re accountable for results.
• Work closely with Product to deeply understand how our financing and payments actually work — from application to funding, payouts, refunds, and everything in between — and translate that into simple, compelling stories.
• Bring the voice of the merchant and the consumer into the room. Use customer calls, feedback, win/loss insights, and market research to influence product direction and priorities.
• Align teams around what matters most. Get Sales, Partnerships, Account Management, Product, CX, and Marketing on the same page before and after launches.
• Build enablement that people actually use, especially for large businesses and platform partners. You’re comfortable creating pitch decks, FAQs, case studies, battlecards, landing pages, loom videos, live training content, one-pagers (but not the dreaded PDF!), and more.
• Map the full customer journey and work with Growth on lifecycle and trigger-based campaigns that drive activation, repeat usage, and competitive wins.
• Track what’s working (and what’s not). Look at acquisition, adoption, and revenue impact, then adjust.

Strategic Account Manager – East

Compliance Program Director

Senior Product Marketing Manager