Partner Account Executive

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as a Partner Relationship Manager. You will plan and oversee enterprise-level support and service activities for company products and services for a designated partner or group of partners. Develop and maintain strong partner relationships, driving growth and retention. Responsibilities include strategic account planning, identifying new product opportunities, and ensuring alignment between partner and Pathward goals. You will need strong financial acumen, excellent communication skills, and the ability to work with C-level executives. Pathward offers a competitive salary, comprehensive benefits, and a commitment to a diverse and inclusive workplace.

Requirements

• Bachelor’s Degree required or 10+ years of experience in client-facing leadership in the financial services industry
• Ability to communicate with “C” level executives
• Solid understanding of technology and operational process required to deliver and support new products
• Must possess exceptional financial acumen to include working with P&L’s, reading partner and Pathward balance sheets, trend analysis, aging reports, credit metrics, and other financial tools

Responsibilities

• Develops the individual Partner relationships and ensures goals, strategies and objectives are in place to support the execution of all Partner and Pathward plans
• Creates Partner-specific strategic account plans which align with overall revenue/gross margin and Pathward corporate strategy goals
• Champions partner’s business development initiatives within Pathward
• Identifies and drives new product opportunities within Pathward, with and for Partner
• Executes on strategic vision for partner and Pathward, improves ease of doing business and speed to revenue with Consumer Lending Marketplace Lending, Lending as a Service partners, and partners that offer products across multiple Pathward businesses
• Defines revenue opportunities for assigned partner(s). Works with Partner Services to prioritize partner initiatives
• Monitors and assesses trends, problem areas, understands Partner’s unique needs, providing them with feedback on Pathward’s performance and theirs, keeping them current in all facets of Pathward’s business and keeping lines of communication with Partners open at all times
• Has a deep understanding of Pathward’s strategy, policies, products, systems and processes and works within these to further growth and development of Partner business with Pathward. Appropriately challenges these standards when necessary to further the growth and development of Partner business
• Has a deep understanding of all Partner’s business, key decision makers and influencers, trends in the industry, as well as their competition. Consults regularly with Partner on these topics
• Holds regular face-to-face meetings with senior level executives to continue to build relationship, strategize about objectives and ensure alignment between Partner and Pathward
• On call 24 hours a day, seven days a week, and responds appropriately to ensure Pathward support groups respond and react accordingly
• Required to carry a cell phone and travel to partner site(s) as necessary
• Aligns partner needs with internal solutions. Appropriately challenges status quo to ensure Pathward continues to develop solutions to ensure retention and enable growth of Partner business with Pathward
• Has an intimate knowledge of Partner agreements, programs, pricing strategies, lending strategies, marketing approaches and providing accurate and timely reporting of information and strong relationship building skills are all keys to success in this role
• Engages Pathward senior management across the organization as appropriate to assist with reaching partner objectives and account plans
• Provides coaching, mentoring, and support at every level within the Partner-specific teams as needed. Acts as a role model for every team member and across the organization by demonstrating a personal commitment to excellence while exhibiting unquestioned integrity and trust
• Perform other duties as assigned

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Annual performance-based incentive opportunity