[Hiring] Strategic Account Manager @dv01

Role 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.

• Own and lead a strategic book of business, with full accountability for account health, retention, and expansion aligned to dv01’s revenue and product objectives.
• Develop and execute long-term growth strategies for your clients that ensures increased dependency on our products and services along with driving incremental growth across footprint, products and revenue.
• Serve as a trusted advisor to clients, building relationships across all levels of client organizations, including senior decision-makers.
• Leverage your deep client and product knowledge to influence product strategy, suggesting enhancements that maximize client value while supporting our long-term product vision and business goals.
• Act as a strategic bridge between clients and internal teams, advocating for high-impact product and process improvements while maintaining a strong feedback loop.
• Use client usage data and analytics to identify adoption trends, expansion opportunities, and risk, proactively driving mitigation and growth plans.
• Partnering with leadership to evolve client strategy and ensure dv01 remains indispensable to its most strategic clients’ workflows.
• Collaborate with Finance on revenue forecasting, accounts receivable, and risk management.
• Represent dv01 at industry conferences and events, strengthening executive relationships and market presence.
• Provide mentorship and thought leadership across the organization, influencing best practices without direct people management.

Qualifications

• 7+ years of progressive account management or client leadership experience, with a demonstrated record of driving net revenue retention, expansion, and long-term client value across a portfolio.
• Experience in ABS/Structured Products Finance, Lending, Capital Markets, FinTech, or closely related financial services sectors.
• Executive-level relationship and communication skills, with the ability to influence, present to, and partner with senior stakeholders internally and externally.
• Strong strategic and analytical orientation, with the ability to synthesize client, usage, and market data into actionable account and growth strategies.
• High organizational rigor and attention to detail, enabling effective territory book of business management in a complex, multi-stakeholder environment.
• Strong technical aptitude, with the ability to quickly master and articulate complex FinTech SaaS products and workflows.
• Calm, resilient, and adaptable, able to operate effectively in a fast-paced environment with competing priorities and executive-level demands.
• Entrepreneurial mindset, comfortable building, evolving, and scaling processes in a growth-stage environment.
• Rapid learner with strong problem-solving instincts, able to think critically, adapt quickly, and self-direct learning as needed.

Requirements

• Net revenue retention and multi-year contract growth.
• Expansion pipeline generation and conversion.
• Client executive engagement and referenceability.
• Influence on product direction and internal best practices.

Benefits

• 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: We encourage you to attend conferences, take classes, and lead workshops.
• Remote-First Environment: Work from your home, cafe, or hotel. You decide.
• Health Care and Financial Planning: Comprehensive medical, dental, and vision insurance package for you and your family.
• Stay active your way: Get $138/month for your favorite gym or fitness membership.
• New Family Bonding: Primary caregivers can take 16 weeks off 100% paid leave, while secondary caregivers can take 4 weeks.