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.

Requirements

Minimum Qualifications:

• Associate's Degree in Business Administration, Marketing or related field of study or equivalent, relevant work experience
• 2+ years experience in Account Management, Sales, Finance, Product Management, Project Management, Marketing, or credit card portfolio management.

Preferred Qualifications:

• Bachelor’s Degree or equivalent, relevant work experience
• 2+ 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

Benefits

Salary Range (unless Otherwise Noted Below): $69,900.00 - $126,600.00 Full Salary Range For Position

Pay

$69,900.00 - $126,600.00

Schedule

Normal office environment. (Remote or Hybrid), 3 to 4 days per month are required in office if within 60 miles of a Bread Financial location. Periodic travel to brand partner offices and events. May require work outside of standard business hours.

Physical And Mental Requirements

To perform this job successfully, an individual must be able to perform each essential job function satisfactorily and meet the physical, mental and work environment requirements. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions, absent undue hardship.

Other Duties

This job description is illustrative of the types of duties typically performed by this job. It is not intended to be an exhaustive listing of each and every essential function of the job. Because job content may change from time to time, the Company reserves the right to add and/or delete essential functions from this job at any time.