Account Management Director

REMOTE (US based) | Full-time

Company Overview

Digital Onboarding enables financial institutions to help people and businesses thrive by making it easier for them to stay financially organized and secure. Our digital engagement platform is designed specifically for financial service companies, making us unique and easy to use. We drive customer engagement and satisfaction by combining highly personalized email, text, and individually generated websites.

We are a digital team, which means we hire the best and brightest from across the country. We like working with intelligent and kind people who fight for great ideas, want to get things done, and think creatively to challenge the status quo.

We are a growing company. All of our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry that creates a fast-paced environment; contributions are highly encouraged and recognized.

Position Overview

Reporting to and in concert with the Chief Customer Officer (CCO), the Account Management Director (AMD) ensures the successful, effective, and efficient running of the Account Management function for the company and aids in maintaining close relationships with the company’s top customers.

The Account Management Director supports the main departmental goal: to ensure the company’s relationship with its customers is considered a trusted, strategic partner. While an individual account manager carries out most day-to-day efforts, the Account Management Director serves both as a resource and monitors the successful delivery of key aspects of the DO customer service standards.

The AMD will also be responsible for monitoring and reporting on departmental KPIs, which involve increasing revenue, level of platform use and proficiency, successful renewal of contracts, and more.

All efforts will reinforce the value and effectiveness of using the Digital Onboarding platform to create, personalize, & optimize customer and member engagement communications at every stage of their relationship with the financial institution. Always be Onboarding.

Key Responsibilities

Leadership/Departmental Support

Account Management

In collaboration with the COO, and as a mentor to the account management team:

Platform Knowledge/Proficiency

Core Competencies

A customer service orientation is critical to success. Expectations include:


The above-listed responsibilities should be a guideline of expectations for this role and are not meant to be all-encompassing. The duties and responsibilities of this position may change from time to time at the sole discretion of Digital Onboarding. 

This is a full-time, exempt position. The position is fully remote (except for times when travel may be required); residency must be within the continental U.S.

Apply Now

College degree not required. If interested, shoot us an email at Tell us a little about yourself and attach your resume or include a link to your LinkedIn profile.