work with Cucollaborate
Account Manager II
Full-time | Remote | Posted: January 25, 2025
- Candor
Our employees are trusted partners to each other and our clients, delivering honest advice and services. They are prepared to make tough decisions in support of our clients and uphold unwavering integrity, even when it goes against popular opinion. - Experimentation
Our leading employees are self-assured, decisive and demonstrate humility by learning from mistakes and holding themselves accountable. They excel in identifying and addressing root causes of issues to create long-term value and goodwill. They maintain objectivity and actively seek feedback to enhance ideas and foster continuous learning. - Determination/ Real Results
Our team is inspired by the meaningful contributions of their work. With enthusiasm, we collaborate to help credit unions drive real economic and social change in their communities. Passion for our work is crucial to meeting the goals we set for ourselves, our company, and the credit unions we serve. - Diversity
We place a high value on clear and effective communication, recognizing the importance of understanding the personality styles of both teammates and clients. We expect employees to treat all people with respect and assume others’ positive intent to achieve common goals and shared purposed. We encourage employees to listen carefully, express their thoughts and inquire when needed.
Description
Our goal at CUCollaborate is to be the best in the world at solving problems that make the world a better place. We believe that growing credit union membership, increasing access to fairly-priced financial products for people of modest means or those historically discriminated against, and helping credit unions maximize their impact in their communities and member's lives all make the world a better place. CUCollaborate is looking for a passionate Account Manager to maintain and expand relationships with CUCollaborate members. For our credit union clients, this role will be a trusted partner and advisor on best paths forward. The Account Manager will help our clients reach their strategic business goals through adoption of software as well as through prescription of consulting solutions. The ideal candidate would have these qualities:
- Achieve quarterly renewal goals and quarterly upsell/cross sell goals;
- Provide a world-class customer experience and white glove service;
- Partner with senior executives to map CUCollaborate solutions to customer needs in a way that will drive adoption and value;
- Train and engage end users to create excitement and momentum around CUCollaborate's solutions and associated business outcomes;
- Own customer satisfaction, retention, and expansion Technology Requirements;
- Establish a trusted relationship with each client and drive continued loyalty;
- Proactively identify and lead account management process improvements;
- Attend company meetings as required;
- Ensures compliance with all internal and external compliance regulations and complies with all company policies.
Duties & Responsibilities
We have a world-class team striving to deliver meaningful results for our team and over two hundred credit unions across this country. Our environment is fun and fast-paced, and we are passionate about growing personally and professionally. Responsibilities include:
- 3+ years minimum of relevant work experience in early stage, high-growth B2B, SaaS, and enterprise software;
- Proven track record of demonstrated ability to onboard, support, and engage customers, encouraging high levels of adoption, satisfaction, and value.
- Excellent verbal and written communication skills.
Required Skills/Abilities
- Bachelor's Degree or 3 years of professional work experience.
Education & Experience Required
- Base salary is $90K with OTE $110K
