Manager - Strategic Client Engagement & Growth through Relationship Building and Financial Solutions
Join Team Amex: Empowering Businesses and Colleagues to Thrive
At American Express, we believe that with the right support, people and businesses can achieve incredible progress. As part of our global and diverse community, you'll be part of a team committed to backing our customers, communities, and each other. Our culture is built on a foundation of unwavering commitment to providing the world's best customer experience, upholding our company values, and fostering an environment where everyone feels seen, heard, and valued.
About the Role: Account Development Client Engagement Manager
We're seeking an experienced Manager - Account Development to join our Client Engagement Team. As a telephone-based role, you'll be responsible for engaging with identified customers, managing relationships, and providing tailored solutions in partnership with risk, underwriting, merchant services, and marketing teams. This dynamic position involves a mix of portfolio management and monthly customer actions, driven by data analytics to identify the biggest opportunities.
Key Responsibilities
Planning (20% of time)
Effectively manage a list of prioritized customers with existing American Express Business/Corporate programs where engagement opportunities have been identified.
Meet minimum expectations for Formula For Success (FFS), including a set number of calls, customer meetings, and other productivity metrics.
Client Solution (80% of time)
Demonstrate a high level of Financial Fluency and understanding of underwriting and risk processes to drive results through creative problem-solving.
Partner closely with risk, underwriting, and GMNS to identify and develop customer solutions based on their needs.
Utilize consultative skills to retain customer relationships and charge volume.
Maintain a high level of knowledge about American Express products, processes, key internal partners, and tools.
Collaborate with the Field Dedicated Portfolio Account Development team for face-to-face customer visits when necessary.
Compliance (100% of time)
Ensure adherence to the American Express Code of Conduct, Sales Practices policies, standards, and procedures to uphold the highest standards in customer interactions and meet regulatory requirements.
Essential Qualifications, Skills, and Experience
Knowledge and Skills
Financial Fluency: Strong understanding of financial concepts and underwriting and risk processes.
Relationship Management: Ability to build and maintain strong customer relationships.
Consultative Selling: Skill in identifying client needs and configuring solutions that deliver value.
Closing: Ability to overcome objections and resistance to proposed solutions.
Influence & Persuasion: Effective use of interpersonal styles and communication methods to gain acceptance for products and services.
Demonstrating Value: Consistent demonstration of the value of partnering with American Express.
Results Focus: Positive, competitive attitude with the ability to adapt to different situations and recover from setbacks.
Market, Industry, & Product Knowledge: Understanding of market/industry competitors, challenges, terminology, technology, trends, and regulation at a tactical level.
Attributes
High learning agility
Intellectually curious
Collaborative and growth mindset
Personal accountability
Compliance focused
Experience
Bachelor's degree or equivalent experience
Excellent sales experience (2-3 years preferred)
Knowledge of underwriting and risk processes
Experience partnering with clients across various markets/industries
Experience in a highly-regulated industry
Career Growth and Learning Benefits
At American Express, we're committed to helping you create a unique and meaningful career journey. You'll have opportunities to grow professionally, develop new skills, and be recognized for your contributions and impact. Our culture encourages collaboration, innovation, and continuous learning.
Work Environment and Company Culture
We offer a flexible working model, Amex Flex, which provides greater flexibility while preserving our in-person culture. Depending on the role and business needs, you may work onsite, in a hybrid model, or fully virtually. Our work environment is designed to support your holistic well-being, with benefits and programs that prioritize physical, financial, and mental health.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including:
Salary Range: $80,000 to $155,000 annually
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working arrangements
20+ weeks paid parental leave
Access to global on-site wellness centers
Free and confidential counseling support
Career development and training opportunities
Why Join Team Amex?
At American Express, we're committed to backing our colleagues and their loved ones with benefits and programs that support their well-being. We're an equal opportunity employer, dedicated to creating an inclusive environment where everyone feels valued and respected. If you're looking for a challenging and rewarding role with opportunities for growth and development, we encourage you to apply.
Join us in our mission to empower businesses and colleagues to thrive. Apply now for the Manager - Account Development Client Engagement role and become part of a dynamic team dedicated to delivering exceptional customer experiences.
Apply Now
At American Express, we believe that with the right support, people and businesses can achieve incredible progress. As part of our global and diverse community, you'll be part of a team committed to backing our customers, communities, and each other. Our culture is built on a foundation of unwavering commitment to providing the world's best customer experience, upholding our company values, and fostering an environment where everyone feels seen, heard, and valued.
About the Role: Account Development Client Engagement Manager
We're seeking an experienced Manager - Account Development to join our Client Engagement Team. As a telephone-based role, you'll be responsible for engaging with identified customers, managing relationships, and providing tailored solutions in partnership with risk, underwriting, merchant services, and marketing teams. This dynamic position involves a mix of portfolio management and monthly customer actions, driven by data analytics to identify the biggest opportunities.
Key Responsibilities
Planning (20% of time)
Effectively manage a list of prioritized customers with existing American Express Business/Corporate programs where engagement opportunities have been identified.
Meet minimum expectations for Formula For Success (FFS), including a set number of calls, customer meetings, and other productivity metrics.
Client Solution (80% of time)
Demonstrate a high level of Financial Fluency and understanding of underwriting and risk processes to drive results through creative problem-solving.
Partner closely with risk, underwriting, and GMNS to identify and develop customer solutions based on their needs.
Utilize consultative skills to retain customer relationships and charge volume.
Maintain a high level of knowledge about American Express products, processes, key internal partners, and tools.
Collaborate with the Field Dedicated Portfolio Account Development team for face-to-face customer visits when necessary.
Compliance (100% of time)
Ensure adherence to the American Express Code of Conduct, Sales Practices policies, standards, and procedures to uphold the highest standards in customer interactions and meet regulatory requirements.
Essential Qualifications, Skills, and Experience
Knowledge and Skills
Financial Fluency: Strong understanding of financial concepts and underwriting and risk processes.
Relationship Management: Ability to build and maintain strong customer relationships.
Consultative Selling: Skill in identifying client needs and configuring solutions that deliver value.
Closing: Ability to overcome objections and resistance to proposed solutions.
Influence & Persuasion: Effective use of interpersonal styles and communication methods to gain acceptance for products and services.
Demonstrating Value: Consistent demonstration of the value of partnering with American Express.
Results Focus: Positive, competitive attitude with the ability to adapt to different situations and recover from setbacks.
Market, Industry, & Product Knowledge: Understanding of market/industry competitors, challenges, terminology, technology, trends, and regulation at a tactical level.
Attributes
High learning agility
Intellectually curious
Collaborative and growth mindset
Personal accountability
Compliance focused
Experience
Bachelor's degree or equivalent experience
Excellent sales experience (2-3 years preferred)
Knowledge of underwriting and risk processes
Experience partnering with clients across various markets/industries
Experience in a highly-regulated industry
Career Growth and Learning Benefits
At American Express, we're committed to helping you create a unique and meaningful career journey. You'll have opportunities to grow professionally, develop new skills, and be recognized for your contributions and impact. Our culture encourages collaboration, innovation, and continuous learning.
Work Environment and Company Culture
We offer a flexible working model, Amex Flex, which provides greater flexibility while preserving our in-person culture. Depending on the role and business needs, you may work onsite, in a hybrid model, or fully virtually. Our work environment is designed to support your holistic well-being, with benefits and programs that prioritize physical, financial, and mental health.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including:
Salary Range: $80,000 to $155,000 annually
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working arrangements
20+ weeks paid parental leave
Access to global on-site wellness centers
Free and confidential counseling support
Career development and training opportunities
Why Join Team Amex?
At American Express, we're committed to backing our colleagues and their loved ones with benefits and programs that support their well-being. We're an equal opportunity employer, dedicated to creating an inclusive environment where everyone feels valued and respected. If you're looking for a challenging and rewarding role with opportunities for growth and development, we encourage you to apply.
Join us in our mission to empower businesses and colleagues to thrive. Apply now for the Manager - Account Development Client Engagement role and become part of a dynamic team dedicated to delivering exceptional customer experiences.
Apply Now