Account Manager managing key accounts and driving retention at Adthena. Collaborating with customer success team to enhance client satisfaction and business growth.
About the role
- Credit Relationship Manager serving high-net-worth clients in New York. Managing credit inquiries and collaborating with cross-functional teams.
Responsibilities
- Serve as a primary point of contact for members’ credit-related inquiries relating to payments, account activity, and lending requests
- Manage internal and external communications via third-party platforms
- Communicate clearly and professionally with high-net-worth members, balancing service excellence with policy and risk considerations
- Resolve routine credit requests independently while escalating complex cases with appropriate context
- Execute credit-related operational workflows, including documentation updates, payment tracking, account reviews, and exception handling
- Maintain accurate and timely member records to ensure clean handoffs and audit-ready documentation
- Follow established credit procedures while identifying opportunities to improve clarity, efficiency, and consistency
- Contribute to internal documentation, templates, and process updates as credit operations scale
- Collaborate cross-functionally with Operations, Member Services, Finance, and Risk partners, demonstrating strong communication and alignment across teams
Requirements
- 2–4+ years of experience in customer service, client operations, or relationship management
- Prior experience supporting high-net-worth or enterprise clients in financial services or related environments
- Strong written and verbal communication skills, with the ability to explain nuanced topics clearly and confidently
- Comfort working under pressure in a fast-paced environment while managing multiple priorities effectively
- Highly organized, detail-oriented, and dependable with strong follow-through
- Demonstrated ability to work cross-functionally through clear communication, responsiveness, and sound judgment
- Tech-forward and systems-comfortable, with a working knowledge of Microsoft Office and Google Workspace, familiarity with Slack and Zendesk is a plus
Benefits
- Full medical, dental, and vision coverage, with dependent contribution.
- 401k Plan.
- Flexible Time Off, so you can take the time you need.
- Work from Home Reimbursement to set up your space for success!
- Access to Atlas perks and lifestyle experiences: because you should feel like a member too!
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