Account Manager

Job Description Job Description Reports to: VP of Strategic Sales Location : Onsite, Irvine, CA ***This position is full-time and i n person located in Irvine, CA*** About ConsumerDirect: At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve. Position Overview: The Account Manager (AM) is responsible for managing and supporting relationships with new and existing business partners. This role focuses on maintaining strong partner engagement, ensuring smooth onboarding and transition experience, and supporting ongoing account growth through consistent communication and service. The Account Manager identifies incremental upsell opportunities, shares relevant product and market insights, and provides dependable day-to-day support to help partners maximize value while fostering positive, long-term relationships Job Duties: Support the transition and ongoing management of assigned Tier 1 and performing partner accounts to encourage continued engagement and growth. Establish and maintain a regular check-in cadence with newly assigned partners, serving as the primary point of contact for day-to-day support. Monitor partner performance metrics to identify opportunities for incremental growth and potential upsell initiatives. Collaborate with partners to provide responsive support and uncover opportunities for mutual benefit. Stay informed on market trends and product updates, sharing relevant insights and recommendations with partners as appropriate. Build and maintain positive, service-oriented relationships to ensure partners feel supported and valued. Communicate new features, product enhancements, and updates to partners to promote awareness and adoption Support additional ad hoc initiatives as assigned by the VP of Strategic Partnerships. Qualifications: Minimum of 5+ years of experience in sales or account management. Strong analytical skills with the ability to interpret data and implement strategies for improved outcomes. Exceptional communication skills with a passion for working with people and fostering long-term relationships. Understanding of the sales and post-sale lifecycle, with the ability to support partners beyond initial onboarding. In-depth understanding of the company’s products or services, with the ability to identify opportunities and guide partners effectively. Self-driven and capable of working independently, focused on achieving individual, results-oriented goals. Benefits & Perks: Open Time Off Policy Commissions paid monthly Paid Parental Leave Tuition Reimbursement LA Fitness Membership Monthly Catered Lunches Employer Sponsored Life Insurance and Long-Term Disability 401K Savings HMO/PPO/Vision/Dental Insurance Plans Why You Should Work For Us: Real Impact – Your work directly contributes to helping consumers save money, improve credit, and unlock better opportunities. Growth Opportunities – We’re scaling fast, which means career advancement and professional development are built into our DNA. A Collaborative Culture – Work alongside passionate, talented colleagues who value teamwork, inclusion, and respect. Work-Life Balance – We offer flexible time off, generous benefits, and a supportive environment that respects your life outside of work. Recognition & Rewards – Competitive pay, commissions, and recognition programs that celebrate your contributions. “Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences.” *Actual compensation will be determined based on factors including, but not limited to, geographic location, skills, experience, and education* Base + Commission Range: $150k - $185k