Strategic Accounts Manager

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, which makes us unique and easy to use from the start.

We drive customer engagement and satisfaction by using a combination of highly personalized email, text, and 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 our employees possess an over-the-top team approach towards achieving our goals. We operate in a dynamic industry and are a fast-paced, growth-oriented company. Individual contributions are highly encouraged and recognized.

Position Overview

Reporting to the Chief Customer Officer (CCO), the Strategic Accounts Manager serves as the primary point of contact for Digital Onboarding’s customers, focusing on serving our largest key accounts. Key responsibilities include understanding customers’ business goals, positioning the company as a trusted, strategic partner in achieving those goals, expanding platform usage, and nurturing the relationship to ensure the customer is satisfied and delighted. The Strategic Accounts Manager is also responsible for maintaining and growing total annual recurring revenue for their portfolio of customers.

Additionally, the Strategic Accounts Manager supports the CCO in departmental needs, including mentoring and coaching members of the team, contributing to the development and maturity of the department as a whole, offering recommendations, or leading efforts to improve efficiencies and effectiveness among all relationships (external, inter-department, and company-wide), as well as departmental processes and procedures.

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

Key Responsibilities

Account Management

Platform Knowledge/Support

Departmental Participation

Core Competencies

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


The above-listed responsibilities should act as 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.