Account Enabler

Summary

Join dv01's growing Account Management team as an Account Enabler, supporting Senior Account Managers in enhancing client relationships and platform operations. This client-facing role involves managing data permissioning, providing client support, generating reports, and collaborating across teams. You will contribute to client onboarding, resolve platform issues, and ensure data accuracy. The position offers significant exposure to various business aspects, fostering learning and growth with potential advancement to an Account Manager role. This is an exciting opportunity for someone eager to learn, collaborate, and contribute to client success in a dynamic environment.

Requirements

• Client Communication Skills & Experience (2+ years)
• Strong customer service or client support background, with the ability to communicate effectively with clients and internal teams
• Attention to Detail
• Ability and experience in handling data, reporting, and permissioning systems with a high level of precision, ensuring everything is managed correctly and accurately
• Collaboration and Teamwork
• Proven experience working in cross-functional teams, collaborating to achieve common goals and supporting others in achieving team success
• Passion for helping clients succeed and finding satisfaction in solving their problems
• A proactive approach to owning processes and identifying opportunities for improvement
• Eagerness to participate in a dynamic team, contribute ideas, and continue learning
• Interest in growing into an Account Manager role, with potential career progression
• Ability to foster trust and build strong relationships with clients and colleagues
• Flexible, with ability to adjust to process and product changes
• Desire and ability to be part of a fast-paced, high-growth, and entrepreneurial team
• Posses a professional presence and business acumen
• Excellent written and verbal communication skills

Responsibilities

• Assist Senior Account Managers in developing client relationships, resolving platform issues, and providing ongoing platform support
• Help facilitate client trainings, particularly for new users, to increase product adoption
• Partner with AMs and support teams to resolve client concerns efficiently
• Aid in the onboarding process for new clients, ensuring a smooth transition and thorough understanding of products and services
• Own and facilitate the client data permissioning process, ensuring data access is accurately granted and maintained
• Collaborate with the Capital Markets team and AMs to gather missing or updated data from clients, supporting smooth account management
• Assist the CRO and Head of Account Management with leveraging Salesforce reports and dashboards to ensure data accuracy, track activities, and support critical business processes
• Provide support for building out reports and monitoring key client and team metrics
• Work closely with senior AMs and cross-functional teams (e.g., legal, marketing, sales) to support large account strategies and initiatives
• Assist with collecting product feedback and coordinating product rollouts to enhance client experiences

Benefits

• Unlimited PTO
• $1,000 Learning & Development Fund
• Remote-First Environment
• Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute
• Gym Allowance or $1,650 Annual Fitness Fund
• New Family Bonding . Primary caregivers can take 12 weeks off 100% paid leave, while secondary caregivers can take 3 weeks