Senior Account Manager

The Senior Account Manager serves as the primary point of contact for Digital Onboarding’s customers. Key responsibilities include guiding the customer through the initial launch process to begin using the Digital Onboarding platform, expand usage by adding additional campaigns and use cases, and nurture the relationship via ongoing dialogue and meetings to review account standing and keep abreast of the customer’s strategic priorities. Additionally, the Senior Account Manager will maintain or grow total annual recurring revenue for a portfolio of customers.

All efforts will reinforce the value and effectiveness of using the Digital Onboarding platform to create, personalize, & optimize customer lifecycle communications at every stage.

Key responsibilities

Account Management

Platform proficiency

Core competencies

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


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 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 that 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 in turn creates a fast-paced environment; contributions are highly encouraged and recognized.

Apply now

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.