Strategic Account Manager

Since 2018, Wisetack has been building transparent and intuitive consumer lending products that help service-based businesses thrive (think HVAC companies, veterinarians, or auto repair shops).
Our leadership team comes from top fintech companies such as Lending Club, Affirm, and Varo Money. And we’re backed by leading VCs, including Insight Partners, Greylock, Quadrille, and Bain Capital Ventures (investors in Airbnb, LinkedIn, Instagram, Dropbox, and more).
Having raised $84M, we’re a well-funded startup and have invested in people and technology while growing our partnerships — responsibly.
We’re also proud to have received recognition from the fintech world. Awards we’ve won include:
Ranked #21 on 2024 Inc. 5000 based on revenue growth
Ranked #15 on 2024 Deloitte Fast 500 based on revenue growth
2024 Best Embedded Finance Solution for Banking Tech Awards
2023 Best Consumer Lending Program by Tearsheet
2023 Best Point of Sale Product by Fintech Breakthrough
But what you’ll find us gleaming about the most is the recognition from our own customers, particularly our sky-high NPS rating of 79. (For reference, the average score is 44 for financial services and 36 for SaaS companies.)
As a result of our efforts in building this healthy company culture, we’ve been nominated to several Great Places to Work lists, such as Best Small Workplaces, Best Workplaces in the Bay Area, and Best Workplaces in Financial Services & Insurance.
Like any startup, we’re in it for the long haul, and we’re looking for people willing to join our journey of building something special together.
This process starts with our company values, which guide us in everything we do — and have played a critical role in our success. We valiantly abide by them, and would expect you to do the same:
Put customers first (that’s our M.O.)
Act fast (leverage our startup environment).
Lead the way (show and tell).
Take ownership (everyone is hands-on here).
Be a good human (no egos, build financial products that do right by people).
Learn more about our values here.
The Role
We’re looking for a Strategic Account Manager who will work directly with our customers, primarily our more strategic and highest priority merchant accounts that require a top notch subject matter expert and relationship-builder. This role will manage large accounts to get them trained on best practices to offer Wisetack as their go-to financing option and continuously engage with their teams to scale and grow their financing volume.
This position will have aggressive but attainable goals tied to merchant activation and loan volume, and in turn be instrumental in driving revenue-generating activity for the company. They’ll benefit from collaborating and sharing resources and feedback cross-functionally, as well as being able to prioritize and manage a variety of external relationships; bringing a friendly, versatile, and eager mentality will be critical to attaining success.
Responsibilities
Manage a portfolio of merchants to foster long-term relationships, measured by increase in financing volume and share of wallet with each merchant.
Support business development and partnerships in closing new deals and assist with the onboarding to Wisetack.
Help new and existing merchants get up to speed quickly on our offerings.
Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partnerships).
Actively collaborate with the support and customer operations team to ensure we’re doing what we can to create consistent experiences, sharing learnings, and consolidating feedback.
Requirements
Bachelor’s degree in business administration, marketing, communications, or related field
4+ years experience in a quota-carrying, customer-facing role, such as account management, sales, or customer success
Comfort with the types of technology we use as a team: Salesforce, Tableau, Salesloft, Slack, Google Suite, and Confluence, to name a few
Demonstrated ability to leverage AI tools to drive efficiency and scale account management workflow
Excellent communication skills (written, verbal and presentation), with the ability to adapt your style for different stakeholders, from technical teams to executives
A growth-oriented mindset, you thrive in dynamic environments and can pivot quickly to adapt to changing circumstances
Proven ability to drive growth and manage large, high-visibility accounts
Where necessary, meet with merchants onsite
Bonus points
Experience with a startup
Experience in consumer financing, lending, financial technology or home services software
Conclusion
The range of base salary for the position is between $90,000 - $126,000, plus $22,000 annual discretionary bonus, equity, and benefits. Please note that the base salary range is a guideline, and individual total compensation will vary based on factors such as qualifications, skill level and competencies.
Spend a little time on our About Us page and check out our Press page and our blog for more. If you think this might be a fit, we’d love to hear from you!
This hiring process utilizes artificial intelligence tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making. Our data practices are described in Wisetack’s Privacy Policy.