Client Services Account Manager responsible for tailored strategies in affiliate marketing for financial institutions. Focused on driving client success while collaborating with cross-functional teams.
Responsibilities
Deliver results for managed clients, within client expectations and against internal projections.
Grow managed programs QoQ.
Develop and execute program strategies to drive revenue for both managed clients and network clients, ensuring alignment with client goals and KPIs with a high level of independence
Identify and present “out of the box” opportunities to increase revenue for managed clients leveraging your affiliate expertise and knowledge sharing across the team.
Upsell Fintel Connect products and services within client portfolios.
Maintain a deep understanding of Fintel Connect’s business needs, technology capabilities, industry trends and client objectives to continuously deliver results.
Organize, document, and manage the onboarding process for new clients, ensuring a smooth and efficient experience within the agreed SLA.
Build and maintain strong client relationships, acting as the main point of contact for all account-related matters.
Perform monthly ROI analysis on affiliate programs, ensuring optimal performance and providing actionable insights to clients.
Regularly review data within the Fintel Connect platform, responding proactively to optimize results and address any issues.
Provide strategic support to high-volume, high-value, and/or high-touch clients by demonstrating expert knowledge of tracking systems, testing and monitoring client systems as needed.
Actively resolve client escalations, manage churn risk, and address challenging situations, including proactive intervention in potential client resignations.
Manage and support technical optimizations, disruptions, and cross-departmental initiatives to ensure client satisfaction.
Demonstrate technical expertise in tracking systems and product functionality, ensuring timely resolution of issues as they arise, including data integration, performance tracking, troubleshooting, and platform optimization.
Demonstrate expertise in all Fintel Connect products, including newly launched offerings.
Stay informed and educated on product changes, updates, and new features to provide the best possible service to clients and ensure accurate communication across teams.
Collaborate with other departments to support marketing, sales, and technical needs, as required, including spearheading new team onboarding.
Lead training and knowledge-sharing sessions for new hires and ongoing department-wide development, focusing on key areas such as client strategy, affiliate management best practices, and performance analysis tools.
Prioritize time towards revenue generating activities and meeting revenue goals.
Support department mandate of creating efficiencies in admin and account management tasks by identifying and creating daily efficiencies for yourself in the role.
Requirements
Bachelor’s degree in Marketing, Business, Communications, or a related field (required); additional certifications in Digital Marketing, Performance Marketing, or Affiliate Management (preferred)
Minimum of 3–5 years’ experience in affiliate marketing, digital marketing, or client success (marketing/agency focus), with a strong track record of managing high-performing client accounts
Demonstrated expertise in developing and executing data-driven strategies that deliver measurable growth through affiliate partnerships
Strong understanding of the affiliate marketing channel, including network operations, partner management, and compliance standards
Experience working with clients in the financial services industry or other highly regulated sectors (preferred)
Proven ability to serve as a strategic advisor and escalation point for clients, providing high-level guidance and performance solutions
Skilled in managing performance reporting, tracking KPIs, and translating analytics into actionable insights
Proficiency with relevant marketing and analytics tools, including CRM systems, affiliate tracking platforms, and data visualization tools
Experience contributing to cross-functional initiatives, process improvements, and departmental training and development
Benefits
Comprehensive health and wellness benefits
5 Paid personal days
Paid volunteer time
A balanced hybrid schedule — focused on in-office collaboration while benefiting from one remote workday per week
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