Client Account Management Leader

CAM Leader

We are seeking a dynamic and technically proficient CAM Leader to oversee a diverse team of Client Account Managers (CAMs) who play a critical role in both partner portfolio management and implementation support for both Small Business and Business Banking. This leader will guide CAMs responsible for nurturing active partner relationships, while also managing CAMs who support sales teams, lead implementations, and execute strategic outreach initiatives. The ideal candidate will bring strong leadership, technical expertise, and a collaborative mindset to drive partner success and operational efficiency.

Key Responsibilities:

• 3+ days a week in office or with CAMs in market
• Lead and co-create onboarding and engagement strategies for segment with Head of Client Account Management, Head of CBB Sales Teams and Marketing Channel Lead to maximize best client experience throughout their lifetime
• Lead and develop a high-performing team of CAMs across two core functions:
• Partner Portfolio Management: CAMs who manage active partner relationships, drive engagement, and send referrals to the bank.
• Sales & Implementation Support: CAMs who assist with onboarding, technical implementations, and special client outreach projects.
• Provide technical and strategic guidance to CAMs, ensuring they are equipped to handle complex partner interactions and software-related challenges.
• Foster a culture of accountability, collaboration, and continuous improvement.
• Achieve portfolio growth targets, Analyze and report on teams performance to quantitative and qualitative goals, including attrition, retention, cross-sell and referrals to Bank

Partner & Client Engagement:

• Oversee the health and performance of the active partner portfolio, ensuring consistent communication and value delivery.
• Support CAMs in resolving partner issues, navigating integrations, and optimizing referral processes.
• Coordinate special calling efforts for triage, client outreach, and strategic initiatives.

Implementation & Sales Support:

• Collaborate with sales teams to ensure smooth handoffs and successful partner onboarding.
• Manage CAM involvement in technical implementations, ensuring timelines and expectations are met.
• Lead special projects that require outbound client engagement, data collection, or issue resolution.

Technical Enablement:

• Act as a technical resource for the CAM team, providing support on software platforms, partner tools, and troubleshooting.
• Stay informed on product updates and industry trends to proactively support CAMs and partners.

Basic Qualifications:

• 5+ years in partner management, client success, or technical account management.
• 2+ years in a leadership role with direct reports.
• Background in fintech, SaaS, or enterprise software environments

Preferred Experience:

• Proven experience managing client-facing or partner-facing teams in a technical environment.
• Strong understanding of implementation processes, partner ecosystems, and software platforms.
• Excellent communication, leadership, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, evolving environment.
• Experience with CRM systems, partner portals, and data analysis tools is a plus.

Location: The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.