Account Manager II

Account Manager II

Step into a role where your expertise shapes the future of client experience and operational excellence. As an Account Manager II, you'll be at the heart of innovation, driving impactful solutions that enhance our billing processes and client satisfaction. Join a team that values your ideas, encourages growth, and empowers you to make a real difference every day. Here, your contributions are recognized, and your career can thrive in a dynamic, collaborative environment. Discover the opportunity to lead, influence, and grow with us.

As an Account Manager II within the Inputs and Fee Implementation team, you play a pivotal role in optimizing billing operations and elevating client satisfaction. You collaborate with cross-functional teams to ensure fee structures are accurately implemented and operational processes run smoothly. You help us build scalable solutions, improve efficiency, and deliver exceptional service to our clients. Together, we create a culture of innovation, accountability, and continuous improvement.

Job Responsibilities

• Analyze requests for new price points and apply them accurately and promptly in the billing platform
• Coordinate with Product, Pricing, and Billing Architecture teams to ensure fee structures are correctly reflected on invoices
• Process and complete assigned data feeds within expected service level agreements (SLAs)
• Facilitate collaboration among billing functions to produce and deliver invoices on time
• Execute strategies to build scalable operations that enhance client experience and operational control
• Remain accountable for local operations performance and project outcomes
• Develop deployment strategies for steady-state operations, oversee activities, and facilitate issue resolution
• Identify and manage operational risks, ensuring effective communication and escalation of issues and priorities
• Monitor individual and team performance metrics to ensure quality and efficiency in implementing initiatives
• Align the function to maximize impact and effectiveness while meeting KPI and KRI targets
• Foster a culture of transparency, proactive engagement, and continuous improvement with stakeholders

Required Qualifications, Capabilities, and Skills

• 5 years of relevant operations experience
• Bachelor's Degree in Finance, Accounting, Business, Economics, or Information Systems
• Product knowledge of Corporate and Investment Banking services
• Strong attention to detail and logical reasoning
• Highly analytical with strong problem-solving skills
• Excellent written and verbal communication abilities
• Ability to prioritize, execute deliverables, and resolve issues with personal accountability
• Proven experience building partnerships with business, operations, technology, and key stakeholders
• Demonstrated ability to drive process change and operational efficiencies
• Proficiency in Microsoft Office suite for analysis, reporting, and data interpretation

Preferred Qualifications, Capabilities, and Skills

• Knowledge and background in Fund Services Operations
• Strong proficiency in SQL for data extraction, validation, and analysis
• Advanced Excel skills, including Pivot Tables, VLOOKUP, and Macros
• Experience with Intelligent Automation tools (Alteryx) and Business Intelligence platforms (Tableau, Power BI)
• Demonstrated leadership, initiative, and results-oriented approach