Manages and grows mid-market client accounts by building trusted relationships, identifying revenue opportunities, developing account strategies, and ensuring client satisfaction. The role involves presenting products and services, resolving issues, forecasting revenue, collaborating with internal teams, and delivering risk management solutions to financial institution clients. Travel by automobile or air is required to visit designated top and prospective clients.
As a Mid-Market Account Manager at SWBC, you will play a pivotal role in maintaining and expanding our relationships with mid-sized clients. Mid-sized clients are those whose revenue falls within the range of $25,000 or less. You will be responsible for understanding their unique needs, identifying growth opportunities, and ensuring their satisfaction with our products and services. Your primary objective will be to drive account growth and financial profitability while providing exceptional customer service.
Why you'll love this role:
This role offers a compelling opportunity to cultivate robust connections with both internal colleagues and our esteemed partners. It provides you with the chance to engage your critical thinking abilities, tackle complex problems, and deliver impactful risk management solutions to financial institutions, benefiting their employees and borrowers.
Essential duties include the following:
- Builds and maintains strong, long-lasting relationships with mid-sized clients, becoming their trusted advisor.
- Identifies growth opportunities within client accounts and develop strategies to maximize revenue and profitability.
- Stays up to date with our products and services to effectively present them to clients and address their inquiries.
- Develops account plans and strategies that align with the company's objectives and client needs.
- Works closely with internal teams, including Sales, Marketing, and Product Development, to ensure seamless client experiences.
- Addresses and resolves client issues or concerns promptly and effectively, ensuring a positive client experience.
- Provides regular reports on account status, revenue forecasts, and market trends to management.
- Strives for the success and satisfaction of clients, ensuring they receive maximum value from our offerings.
- Applies critical thinking skills to analyze client challenges, identify root causes, and develop innovative solutions that align with the company's goals and client objectives.
- Auto or air travel to designated top clients within assigned territory, to also include prospective clients.
Serious candidates will possess the minimum qualifications:
- Bachelor’s degree in business, Marketing, Finance, or a related field is typically required.
- At least 2-3 years of relevant experience in account management, sales, or a related customer-facing role.
- Knowledge of financial services, risk management, or related fields is a plus.
- Strong written and verbal communication skills
- Ability to analyze issues, identify solutions, and implement them to meet client needs.
- Deep commitment to understanding and meeting client needs, along with a focus on customer satisfaction.
- Excellent interpersonal and relationship-building skills to establish and maintain trust with clients and colleagues.
- Adherence to high ethical standards and a commitment to compliance with industry regulations.
- Ability to work independently and stay motivated to achieve goals and targets.
SWBC offers*:
- Competitive overall compensation package
- Work/Life balance
- Employee engagement activities and recognition awards
- Years of Service awards
- Career enhancement and growth opportunities
- Leadership Academy and Mentor Program
- Continuing education and career certifications
- Variety of healthcare coverage options
- Traditional and Roth 401(k) retirement plans
- Lucrative Wellness Program
*Based upon employee eligibility
Additional Information:
SWBC is a Substance-Free Workplace and requires pre-employment drug testing.
Please note, SWBC does not hire tobacco users as allowed by law.
To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.
Similar Jobs
Cloud • Fintech • Information Technology • Machine Learning • Software • App development • Generative AI
Own and grow a portfolio of mid-market accounts (<$750M), driving expansion, add-ons, renewals, and revenue. Act as a strategic advisor, manage the full sales cycle, maintain CRM data and forecasts, collaborate with Customer Success and implementation teams, mitigate at-risk accounts, and travel ~40%.
Top Skills:
BlacklineCRM
Financial Services
Manage a portfolio of mid-market financial services accounts as the primary post-sale owner. Drive deployment, adoption, retention, renewals, expansion, and measurable client value. Develop account strategies, monitor client health and usage, lead business reviews, manage commercial conversations, and coordinate with Product, Engineering, Support, Compliance, and Sales. Maintain account plans, forecasts, opportunity tracking, and documentation while identifying scalable best practices.
Top Skills:
Saas Platforms
Edtech
Manage a book of mid-market accounts to grow net dollar retention via upsells, cross-sells, renewals, and new opportunities. Build strong client relationships, manage pipeline and proposals, negotiate renewals, and collaborate with internal teams to support client lifecycle and product adoption.
Top Skills:
AbsorblmsAdobe AcrobatCalendlyExcelGainsightGongPowerPointSalesforceTeamsZendeskZoom
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
