Autobooks works hard to make small business banking simple. Through our partnerships with banks and credit unions, small business owners have access to a modern suite that makes business banking easier.

When you join Autobooks, you're joining a team dedicated to small business growth. We want your ideas, passion, and experience to continue improving what we offer.

Our downtown Detroit HQ is in the vibrant Madison building, named one of the World's Coolest Offices by Inc. Magazine. Autobooks also has a growing presence in Texas with a satellite office in Austin; and offers flexible, remote work environments for certain roles.

Ready to help change what it means to do small business? Let's talk.

The Role: Account Manager

The Account Manager is a hybrid between a market manager and a client relations specialist. The Account Manager manages a portfolio of client financial institutions and is responsible for the success of their Autobooks install. The AM designs and executes go-to-market strategies for those institutions, supports the small businesses that bank with them, and manages tactical requests to best serve them with the Autobooks program.

The Responsibilities:

  • Advocate for your clients, every day and in every interaction
  • Manage a portfolio of 20-30 high touch strategic accounts
  • Develop and maintain in-depth knowledge of each client’s products, markets, business goals, strategy, and existing marketing plans
  • Subject matter expert on each client including key team members, decision-makers, and internal priorities and goals at the client's financial intuitions
  • Subject matter expert on each client’s annual marketing implementation, including rules of engagement for their businesses, how the client engages their business customers/members, the client’s brand, and any other relevant information for operating in the client’s market
  • Manage and influence client conversations, deliver exceptional service, and create mutually beneficial outcomes
  • Coordinate with internal stakeholders to prioritize and execute strategic projects with partner institutions
  • Support the implementations team by deploying go to market packages
  • Support the implementations process by creating operational processes with partner financial institutions to drive successful installs
  • Pro-actively analyze the marketing playbook performance against client goals, and adjust to achieve the highest ROI
  • Cultivate a true partnership (as opposed to the vendor) relationship with your clients
  • Create “raving fans” of both you and Autobooks
  • Coordinate timelines, tasks, and communication across several internal and external teams

The Requirements:

  • Bachelor’s Degree or equivalent years of work experience
  • 2+ years in client-facing account management
  • Experience working at or with financial institutions is important. Experience managing bank and credit union relationships is a huge plus
  • Extremely high level of professionalism, comfortable presenting and talking to C- level executives
  • Strong project management skills with superb attention to detail
  • Ability to multi-task and prioritize
  • Flexibility and adaptability in responding to rapid change
  • Strong problem analysis and resolution skills, with an ability to develop and implement solutions that benefit both the client and Autobooks
  • Ability to self-start and succeed with little supervision
  • Willingness to learn and utilize new products and process changes
  • Familiarity with MS Office products
  • Familiarity with project planning tools
  • Ability to travel by air and/or car up to 15%

The Values:

  • Teamwork
  • Sense of Urgency
  • Integrity/Ethics
  • Accountability

The Benefits and Perks:

  • Flexible, entrepreneurial work environment
  • Open and fun workspace in the Madison Building in downtown Detroit
  • Casual dress code
  • Healthcare-health insurance, dental and vision coverage, life insurance
  • 401k plan
  • Free parking
  • Hybrid work environment

Skills

Account Development
Financial Services
Account Management
Banking Software
Banking Services
Client Rapport
Banking