Enterprise Account Manager, Purchase Finance

Current Employees of Happen Bank: Please apply via your internal Workday AccountHappen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused products, a frictionless mobile-first experience, and clear terms with no gotchas. Respect and fairness is part of our DNA, and that ideal shapes how we work, how we treat each other, and how we invest in our employees and our community. Join us in using data, bold thinking, and a commitment to innovation to help clear the way for millions of Americans to achieve more.About the RoleThe Enterprise Account Manager is an individual contributor responsible for the retention, expansion, and long-term performance of Happen Bank's named national and enterprise Purchase Finance accounts. You will own the partner relationship from post-sale handoff and launch through adoption, optimization, renewal, and growth.You will serve as a strategic advisor to executive and operational stakeholders, build account plans that connect partner priorities to measurable business outcomes, and coordinate cross-functional execution across the full partner lifecycle. Success requires executive presence, analytical discipline, strong follow-through, and the ability to resolve complex issues while protecting the customer experience and Happen Bank's business interests.What You'll DoOwn enterprise account strategy, retention, and growthManage a portfolio of named national, multi-location, and strategic enterprise accountsDevelop account plans that define stakeholder relationships, business objectives, growth opportunities, risks, and action plansBuild trusted relationships with executive sponsors, operators, finance leaders, technology teams, and frontline usersLead executive business reviews and regular operating reviews using clear performance insights and agreed actionsIdentify and advance opportunities for location expansion, product adoption, increased utilization, new use cases, and deeper strategic alignmentProtect retention by identifying account health risks early and leading coordinated recovery plansDrive launch, adoption, and partner performancePartner with Business Development to ensure complete handoffs, documented commitments, and clear ownership at commercial closeCoordinate onboarding, implementation, training, launch communications, and activation across partner locations and internal teamsMonitor applications, approvals, conversion, funded volume, product mix, active locations, utilization, portfolio health, and service performanceUse performance data and partner feedback to recommend targeted actions that improve adoption and business resultsEnsure contractual commitments, pricing arrangements, rebates, reporting, and partner deliverables are tracked and fulfilledMaintain disciplined pipeline management, forecasting, and performance reporting using CRM, analytics, and AI-enabled tools where appropriateLead cross-functional execution and issue resolutionPartner with Product, Credit, Risk, Legal, Compliance, Finance, Marketing, Revenue Support, Technology, and Operations to deliver strong partner outcomesServe as the primary commercial escalation point for complex partner issues and drive timely resolution with accountable ownersCommunicate product, credit, policy, process, and operational changes clearly to partner stakeholdersTranslate customer insights into recommendations that improve products, service models, enablement, and internal workflowsMaintain accurate CRM records, account plans, forecasts, meeting notes, risks, and next stepsAbout You4+ years of enterprise account management, strategic partnerships, customer success, or B2B sales experience with complex national or multi-location customersBachelor's degree or higher, or equivalent combination of education and experienceDemonstrated success retaining and expanding strategic accounts while delivering measurable revenue, adoption, or utilization growthStrong executive relationship management skills with the ability to build credibility across business, financial, technical, and operational stakeholdersAnalytical and financially minded, with the ability to interpret performance data, identify drivers, and translate insights into actionExperience leading complex implementations, escalations, and cross-functional work without direct authorityStrong commercial judgment with the ability to balance partner needs, contractual commitments, economics, risk, and customer experienceClear written and verbal communication, strong organization, and consistent follow-throughComfortable operating independently in a regulated environment and managing multiple high-priority accounts through change You actively look for ways AI can improve your work, from accelerating account analysis and preparation to approaching problems from different angles. You're thoughtful about accuracy, data sensitivity, and where human judgment and validation are neededNice to HaveExperience in financial services, fintech, consumer lending, purchase finance, point-of-sale financing, or embedded financeExperience supporting dental, medical, retail, tutoring, or other multi-location service verticalsExperience with national accounts, franchise systems, enterprise provider groups, software platforms, or strategic channelsExperience managing rebates, commercial commitments, renewals, account profitability, or complex implementation plansWork Location RemoteTravel Requirements25-35% national travel, including overnight travel and occasional weekendsTravel to enterprise partner locations, executive business reviews, launches, and industry eventsQuarterly travel to San Francisco or Lehi, UT office locationsHappen Bank will cover travel-related expensesTime Zone Requirements Local hours (PT, MT, CT, ET), with flexibility to support assigned enterprise accountsWhile the position will primarily work local hours, Happen Bank is headquartered in Pacific Time and our ideal candidate will be flexible working across time zones when necessary.Travel Requirements As needed travel to Happen Bank offices and/or other locations, as needed. Compensation The target base salary range for this position is 101,000-150,000. The base salary of the role will be determined by job-related knowledge, experience, education, skills, and location. Base salary is just one part of Happen Bank's Total Rewards package. You may also be eligible for long-term awards (equity) and an annual bonus (which is based on company performance, employee performance and eligible earnings).We’re creating new financial services solutions for our members based on fairness, simplicity, and heart, and we treat our employees the same way. We offer a competitive benefits package that includes medical, dental and vision plans for employees and their families, 401(k) match, health and wellness programs, flexible time off policies for salaried employees, up to 16 weeks paid parental leave and more. #LI-Remote#LI-AW1Happen Bank is an equal opportunity employer and dedicated to diversity, equity, and inclusion in the workplace. We do not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), gender, gender identity, gender expression, sexual orientation, age, marital status, veteran status, disability status, political views or activity, or other applicable legally protected characteristics. We believe that a variety of perspectives will make our teams and business stronger as we work together to transform the traditional banking system. We are committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please contact us at View email address on click.appcast.io. Notice on AI Tool Use For select roles and locations, candidate interviews may be recorded, transcribed and summarized by tools such as artificial intelligence (AI) to assist our hiring managers with the application process.You will have the opportunity to opt out of recording, transcription, and summarization prior to any scheduled interviews. We will not discriminate against you if you choose to opt out.During the interview, we will collect the following categories of personal information from or about you: contact information, identifiers, professional and employment-related information, sensory information (audio/video recording), and any other categories of personal information you choose to share with us. We will use this information to evaluate your application for employment.We will only share your interview, transcription, or summary with persons whose expertise or technology is necessary to process your application, evaluate your fitness for a position, and administer or support the tool. We will not sell your personal information or disclose it to any third party for their marketing purposes. For more information about how we will handle your personal information, please refer to our Privacy Disclosure.We will delete any recording of your interview promptly but in no event later than 30 days after making a hiring decision.SummaryLocation: San Francisco, CA; Lehi, UTType: Full time