Fintech Account Manager
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Job Description
Fintech Account Manager at Coastal managing fintech and platform partner relationships. Driving revenue and ensuring compliance while achieving growth and adoption goals.
Responsibilities:
- Relationship Ownership: Serve as the primary contact for assigned fintech partners, building trust and driving alignment between partner objectives and bank priorities.
- Program Health & Compliance: Monitor partner performance against contractual, regulatory, and operational requirements. Identify risks early and coordinate remediation with internal teams.
- Adoption & Enablement: Ensure partners are successfully using bank platforms and processes, providing guidance and resources to improve efficiency and adoption.
- Issue Resolution: Take ownership of partner issues, driving resolution efficiently and independently, while ensuring executive visibility on critical matters.
- Strategic Planning & Growth: Develop and maintain plans for each partner, outlining strategic goals, compliance checkpoints, and opportunities for program expansion, cross-sell, and revenue growth.
- Cross-Functional Coordination: Drive collaboration with Compliance, Risk, Operations, Product, and Finance teams to support partner initiatives and audits.
- Performance Analysis: Track account metrics (transaction volume, risk events, partner escalations, SLAs) to identify trends and recommend optimization strategies.
- Reporting & Reviews: Lead quarterly business reviews (QBRs) and provide regular reporting to partners and internal stakeholders.
- Continuous Improvement: Contribute to the evolution of SOPs, escalation playbooks, and partner experience frameworks.
Requirements:
- 6 + years of experience in fintech, financial services, or regulated partner/account management roles.
- Strong understanding of banking-as-a-service (BaaS), fintech operations, or compliance-driven environments.
- Proven ability to manage high-value, complex accounts independently.
- Excellent relationship-building, communication, and conflict resolution skills.
- Experience with issue escalation, compliance oversight, and performance monitoring.
- Familiarity with program management tools, CRMs, and reporting platforms.
Benefits:
- Medical Coverage: Choose from three competitive medical plans to find the coverage that best fits your needs and lifestyle.
- Health Savings Account (HSA): Available with eligible medical plans, offering tax advantages and employer contributions.
- Flexible Spending Accounts (FSA): Options for healthcare and dependent care expenses to help you save on out-of-pocket costs.
- Dental and Vision Insurance: Plans to keep you and your family smiling and seeing clearly.
- Life Insurance: Company-paid basic life insurance with options to purchase additional coverage for yourself and your dependents.
- Long-Term /Short-Term Disability (LTD): Income protection in the event of a long-term illness or injury.
- Supplemental Benefits: Including Hospital Indemnity, Accident Insurance, and Critical Illness coverage to provide extra financial support when you need it most.
- 401(k) Retirement Plan: A competitive retirement savings plan with company matching to help you plan for the future.
- Paid Time Off: Generous vacation and sick leave policies to support your time away from work.
- Holidays: Enjoy 11 paid holidays throughout the year.
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