Senior Account Manager

Job Description

dv01 is lifting the curtain on the largest financial market in the world: structured finance. The $16+ trillion market is the backbone of everyday activities that empower financial freedom, from consolidating credit card debt and refinancing student loans, to buying a home and starting a small business.

dv01’s data analytics platform brings unparalleled transparency into investment performance and risk for lenders and Wall Street investors in structured products. As a data-first company, we wrangle critical loan data and build modern analytical tools that enable strategic decision-making for responsible lending.  In a nutshell, we’re helping prevent a repeat of the 2008 global financial crisis by offering the data and tools required to make smarter data-driven decisions resulting in a safer world for all of us.

More than 400 of the largest financial institutions use dv01 for our coverage of over 75 million loans spanning mortgages, personal loans, auto, buy-now-pay-later programs, small business, and student loans. dv01 continues to expand coverage of new markets, adding loans monthly, and developing new technologies for the structured products universe.

YOU Will:

• Own a portfolio of high-value and strategic accounts — serve as the primary point of contact and trusted advisor for executive and operational stakeholders
• Lead contract renewals and expansions end-to-end, including negotiation, deal structuring, and coordination with Finance and Legal
• Build and execute strategic account plans with clear growth objectives, risk mitigation strategies, and multi-quarter action items
• Proactively develop and maintain C-suite and senior-level relationships, ensuring dv01 is embedded in clients’ core workflows
• Identify and execute cross-sell and upsell opportunities across dv01’s full product suite, partnering with Sales and Product Specialists as needed
• Leverage user analytics and engagement data to drive product adoption, surface expansion opportunities, and optimize the client experience
• Contribute to dv01’s product feedback loop — synthesize client insights and communicate structured feedback to the Product team
• Collaborate cross-functionally with Sales, Support, Product, and Engineering to resolve escalations and evolve the product with client needs in mind
• Facilitate quarterly business reviews (QBRs), product demos, and training sessions for your accounts
• Participate in industry conferences, client events, and trade shows as a representative of dv01

You Have

• 3–5+ years of account management, client success, or post-sales experience, ideally in FinTech, ABS/Structured Products, Capital Markets, or a closely related field
• A track record of owning and growing high-value client relationships, including leading complex renewals and expansions
• Executive presence — you’re comfortable and confident engaging senior stakeholders, including C-suite, both internally and externally
• Strong commercial instincts: you understand how to identify growth opportunities and build a business case for expansion
• Deep product curiosity and technical aptitude — you learn SaaS platforms quickly and can speak fluently about complex financial data products
• Excellent communication skills, both written and verbal, with the ability to tailor your message to different audiences
• Highly organized with strong attention to detail — you manage multiple accounts and priorities without dropping the ball
• Experience with Salesforce or similar CRM; comfort using analytics tools (Tableau, Metabase) to derive client insights
• A collaborative, proactive mindset — you work well across teams and take initiative without waiting to be asked
• Ability to visit clients occasionally in the NY Metro Area

BENEFITS & PERKS:

• Unlimited PTO. Unplug and rejuvenate, however you want—whether that’s vacationing on the beach or at home on a mental-health day.
• $1,000 Learning & Development Fund. No matter where you are in your career, always invest in your future. We encourage you to attend conferences, take classes, and lead workshops. We also host hackathons, brunch & learns, and other employee-led learning opportunities.
• Remote-First Environment. People thrive in a flexible and supportive environment that best invigorates them. You can work from your home, cafe, or hotel. You decide.
• Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute.
• Stay active your way! Get $138/month to put toward your favorite gym or fitness membership — wherever you like to work out. Prefer to exercise at home? You can also use up to $1,650 per year through our Fitness Fund to purchase workout equipment, gear, or other wellness essentials.
• New Family Bonding. Primary caregivers can take 16 weeks off 100% paid leave, while secondary caregivers can take 4 weeks. Returning to work after bringing home a new child isn’t easy, which is why we’re flexible and empathetic to the needs of new parents.

In good faith, our salary range for this role is $120,000 - $130,000 but are not tied to it. Final offer amount will be at the company’s sole discretion and determined by multiple factors, including years and depth of experience, expertise, and other business considerations. Our community is fueled by diverse people who welcome differing points of view and the opportunity to learn from each other. Our team is passionate about building a product people love and a culture where everyone can innovate and thrive.

dv01 is an equal opportunity employer and all qualified applicants and employees will receive consideration for employment opportunities without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, age, national origin or ancestry, citizenship, veteran status, membership in the uniformed services, disability, genetic information or any other basis protected by applicable law.