Account Manager – Corporate Finance & Client Solutions

Account Manager – Corporate Finance & Client Solutions

Build lasting partnerships. Solve financial challenges. Make an impact.

Location

Atlanta, GA 30303

Employment Type: Full-time, permanent

Work Arrangement: Hybrid

Base Salary: $80,000–$100,000 per year, based on experience and qualifications

Additional Compensation: Annual performance-based bonus of up to 15%

Turn client relationships into long-term partnerships

Great account management is about more than answering questions and keeping projects on schedule. It means understanding what clients need, anticipating challenges, and bringing the right people together to deliver meaningful results.

We’re seeking an Account Manager to join our growing financial consulting team in downtown Atlanta. You’ll serve as a key link between our clients and consulting specialists, helping businesses navigate financial challenges related to cash flow, liquidity, working capital, and treasury operations.

You’ll have the opportunity to take ownership of client relationships, coordinate advisory engagements, and identify ways to make our services more valuable to the organizations we support.

If you combine strong communication skills with commercial awareness, sound judgment, and an interest in corporate finance, this could be the next step in your career.

What makes this opportunity different?

Real responsibility from day one

You’ll be entrusted with client relationships and expected to take initiative, make sound decisions, and follow through on commitments.

A combination of finance and business

Go beyond traditional account servicing by working with specialists on financial processes that affect how businesses manage cash, liquidity, and working capital.

A role with room to grow

Expand your client management capabilities, strengthen your commercial skills, and build specialized knowledge that can support your progression into senior account management or team leadership.

A collaborative working environment

Partner with professionals across consulting, treasury advisory, compliance, and data analytics to deliver coordinated solutions for clients.

Competitive compensation and benefits

Earn a competitive base salary with the opportunity to receive an annual performance bonus, alongside health coverage, retirement benefits, paid time off, and a hybrid working arrangement.

Your role and responsibilitiesBe the person clients can rely on

• Manage ongoing relationships with an assigned portfolio of business clients.
• Understand client priorities, coordinate requests, and ensure timely follow-through.
• Maintain regular communication with client stakeholders and build relationships based on trust and professionalism.
• Recognize potential service issues early and coordinate practical solutions.

Connect client needs with financial expertise

• Work with consulting and treasury specialists to address client needs involving cash flow, liquidity, and working capital.
• Coordinate client meetings, project activities, deliverables, and follow-up actions.
• Translate client requirements into clear tasks and communicate priorities to internal teams.
• Keep clients informed about project progress, potential delays, and agreed next steps.

Help accounts develop and grow

• Identify opportunities to strengthen existing client relationships.
• Recognize additional client needs that may be addressed through the firm's advisory services.
• Participate in client reviews, service discussions, and proposal development.
• Support retention initiatives and contribute to the commercial performance of your portfolio.

Keep performance and service quality on track

• Monitor account activity, project milestones, and client satisfaction.
• Maintain accurate client records and account plans in the CRM.
• Prepare account updates, presentations, and management reports.
• Share client feedback and recommend improvements to internal processes.

Work across teams

• Coordinate with Financial Consulting, Treasury Advisory, Compliance, Data Analytics, and Customer Success.
• Help resolve issues that require input from multiple departments.
• Promote clear communication and accountability throughout the client relationship.

What you’ll bring to the team

We’re looking for a professional who can balance client expectations, business priorities, and the practical details required to deliver quality service.

Experience and education

• Bachelor’s or master’s degree in Finance, Economics, Business, Industrial Engineering, Political Science, or a related discipline.
• Typically 2–5 years of experience in account management, client services, consulting, customer success, financial services, or a similar client-facing position.
• Demonstrated ability to manage client requests, coordinate projects, and maintain productive professional relationships.
• Experience in corporate finance, banking, fintech, treasury, or business consulting is beneficial.

Technical and business skills

• Strong written and verbal communication skills in English.
• Proficiency in Microsoft Excel and PowerPoint.
• Experience with CRM platforms such as Salesforce or HubSpot.
• Ability to organize information, interpret data, and prepare professional client-facing materials.
• Strong planning skills and the ability to manage competing priorities.

Knowledge of cash flow management, liquidity, working capital, or corporate treasury is an advantage. We also welcome candidates with solid account management experience who are motivated to develop expertise in these areas.

Additional language skills, including Spanish, Italian, French, or German, are beneficial when supporting international clients.

The qualities that matter most

• A client-first approach and strong interpersonal judgment.
• Accountability and a willingness to take ownership.
• Commercial awareness and an ability to recognize opportunities.
• Practical problem-solving skills.
• Attention to detail without losing sight of the bigger picture.
• A collaborative attitude and commitment to continuous improvement.

About our business

We are a specialized business consulting firm helping organizations improve liquidity management, corporate treasury operations, cash flow visibility, and working capital efficiency.

Our work brings together financial expertise, analytical thinking, and practical business solutions. We support clients across different industries and coordinate closely with internal specialists to address their needs.

As our Atlanta presence grows, we’re looking for an Account Manager who can help strengthen client partnerships and contribute to the quality and expansion of our advisory services.

This position reports to a senior member of the account management team and works closely with consulting and advisory professionals.

Compensation and benefits

• Base salary: $80,000–$100,000 annually, depending on experience and qualifications.
• Annual bonus: Performance-based bonus of up to 15%, subject to the applicable bonus plan.
• Health insurance: Medical, dental, and vision coverage.
• Retirement: 401(k) plan with employer contributions.
• Time off: Paid time off and company holidays.
• Work flexibility: Hybrid arrangement and flexible working hours, subject to company policy.
• Professional development: Training opportunities, mentorship, and support for relevant professional courses or certifications.
• Commuter benefits: Assistance subject to company policy.

Interested in joining us?

If you’re ready to take ownership of client relationships, work on meaningful business challenges, and bring your account management experience into financial consulting, we’d welcome your application.

Please submit your résumé through Indeed. A short cover letter outlining your relevant experience and interest in the position is optional.

We are an Equal Opportunity Employer and welcome applicants from all backgrounds and professional experiences.

Work authorization

Applicants must be legally authorized to work in the United States without current or future employer sponsorship.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

• Relocation assistance
• Work from home

Work Location: Hybrid remote in Atlanta, GA 30303