Account Lead - Client Business Management

About the role

The Account Lead is responsible for establishing and nurturing working relationships with internal partners to meet client expectations, participating in client calls and delivering business initiatives. This role involves executing bank-initiated changes that impact brand partners or cardholders while maintaining internal and external project trackers.

Responsibilities

• (30%) Executes bank-initiated changes affecting brand partners or cardholders and maintains internal and external project trackers.
• (25%) Manages submission and reconciliation of program invoices, with a basic understanding of contract and bank operating procedures. Ensures timely delivery of contract-related reporting, such as SLA reporting, and supports the ongoing acknowledgment of bank procedures by clients.
• (15%) Supports the inventory management process, focusing on effective expense management and non-campaign-related components.
• (15%) Responsible for delivering all portfolio reporting packages, ensuring accurate and timely data delivery. Involves updating and maintaining the brand partner's PartnerPortal access and possessing a foundational understanding of the reporting tools and metrics.
• (15%) Responsible for assisting with Salesforce maintenance and ensuring basic knowledge of client servicing procedures.

Qualifications

• Associate's Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience2+ years experience in Account Management, Sales, Finance, Product Management, Project Management, Marketing, or credit card portfolio management.
• Bachelor’s Degree or equivalent, relevant work experience2+ years' experience in a similar role within a corporate setting, with a proven track record of driving complex cross-functional initiatives.
• Experience partnering with product, technology, or capabilities teams to support system enhancements, process improvements, and business initiatives.
• Experience serving as a primary liaison between business partners and cross-functional teams, building trusted relationships, and driving alignment on business initiatives.

Skills

• Account Management
• Relationship Management
• Portfolio Operations
• Reports