Note: The job is a remote job and is open to candidates in USA. DCM Services helps financial institutions manage deceased accounts and estate servicing through solutions such as agency recovery, Probate Finder OnDemand, VERIF-ID, and Signature Service. The Senior Executive Account Manager owns and grows strategic financial services client relationships, serving as a trusted executive-level advisor while driving retention, expansion, and revenue growth. The role also requires cross-functional collaboration, contract negotiations, client presentations, and industry representation.
Responsibilities
- Serve as the primary strategic relationship owner for an assigned portfolio of top-tier financial services clients
- Own client retention, renewal, and expansion strategies to drive revenue growth
- Identify cross-sell and upsell opportunities across our product suite
- Lead contract renewal strategy, fee discussions, and service-level negotiations
- Track client revenue, profitability, and performance against targets
- Build and maintain relationships with senior client stakeholders as their trusted advisor and escalation point
- Lead and present at client meetings, QBRs, annual reviews, and industry events
- Communicate complex operational performance as strategic narratives at the executive level
- Educate clients on our full capabilities and industry trends in deceased account recovery and estate servicing
- Independently manage problem resolution and escalations
- Partner with Operations, Compliance, Finance, and Technology to proactively manage client needs
- Collaborate with Sales and Business Development on growth strategies and proposals
- Feed client insights back to Product and Technology to influence roadmap priorities
- Maintain accurate pipeline and account data in Salesforce
- Stay current on competitive landscape, industry trends, and regulatory developments in financial services, collections, and estate recovery
- Represent DCM Services at trade association meetings and industry conferences
- Actively network within the financial services and estate recovery industries
Skills
- 5+ years of progressive account management experience, including a minimum of 3 years in financial services or a closely related industry
- Proven success building and maintaining executive-level relationships with major financial institutions
- Strong financial and business acumen with experience managing revenue retention, expansion, and profitability
- Advanced negotiation skills and contract negotiation experience
- Excellent communication and presentation skills, with the ability to influence at all levels
- A consultative approach to managing complex client relationships
- Strong organizational and project management skills in a fast-paced environment
- Proficiency in Salesforce and MS Office Suite (Word, PowerPoint, Excel)
- This role requires up to 35% travel, including overnight and out-of-area travel for client meetings, industry events, and company functions
- Experience in collections, estate recovery, or accounts receivable strongly preferred
- Knowledge of probate, estate recovery, deceased account servicing, and claim presentation preferred
- Bachelor's degree preferred; equivalent experience considered
Benefits
- Bonus eligible
- Commission opportunity
- Remote possibilities for hiring in Arizona, Colorado, Connecticut, Florida, Georgia, Michigan, Missouri, North Carolina, Nebraska, Ohio, Tennessee, Texas, Virginia, Wisconsin, Maine, South Dakota, Pennsylvania, South Carolina, North Dakota, and Rhode Island
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