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Account Manager Finance Jobs (NOW HIRING)

SouthStar Capital, LLC

$60K - $65K/yr

... financial partnerships. To learn more about our company and services, visit www.southstar.com . Position Overview SouthStar Capital is seeking a motivated and detail-oriented Client Account Manager ...

Infosys Limited

Account Manager - Finance and Accounting Account Manager - Finance and Accounting Business Development Executive In this position, you will play a key role in building and cultivating relationships ...

Exa

Account Manager, Finance Sector

New York, NY · Remote

Build, lead, and execute a carefully planned account development plan that serves as a success ... Strong experience in finance sector sales in telecommunications * Demonstrated experience as a ...

Infosys

Account Manager - Finance and Accounting

Account Manager - Finance and Accounting Business Development Executive In this position, you will play a key role in building and cultivating relationships and opportunities within existing accounts ...

OptiTrack

Manager, Finance

Corvallis, OR · On-site

OptiTrack is seeking a Finance Manager to lead our finance department. In this role, you'll manage ... Manage customer relationships, billing and accounts. Ensure outgoing invoices are processed ...

OptiTrack

Manager, Finance

Corvallis, OR · On-site

OptiTrack is seeking a Finance Manager to lead our finance department. In this role, you'll manage ... Manage customer relationships, billing and accounts. Ensure outgoing invoices are processed ...

Hillman

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

Optitrack

Manager, Finance

Corvallis, OR · On-site

OptiTrack is seeking a Finance Manager to lead our finance department. In this role, you'll manage ... Manage customer relationships, billing and accounts. Ensure outgoing invoices are processed ...

hillman

Manager, Finance

Cincinnati, OH · On-site

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

hillman

Manager, Finance

Cincinnati, OH · On-site

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

The Hillman Group

Manager, Finance

Cincinnati, OH · On-site

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

New

hillman

Manager, Finance

Cincinnati, OH

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

hillman

Manager, Finance

Cincinnati, OH · On-site

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

hillman

Manager, Finance

Cincinnati, OH

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

hillman

Manager, Finance

Cincinnati, OH · On-site

Review and approve journal entries, account reconciliations, and financial statement preparation ... Manage, mentor, and develop a team of 3-4 finance/accounting professionals (AR, AP, and staff ...

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Account Manager Finance information

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$65.8K

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How much do account manager finance jobs pay per year?

As of Sep 15, 2026, the average yearly pay for account manager finance in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does an account manager in finance do?

An Account Manager in Finance is responsible for managing relationships with clients, ensuring their financial needs are met, and providing relevant financial products or services. They act as the main point of contact for clients, addressing their questions and concerns, while also identifying opportunities for cross-selling additional services. Account Managers may work in banks, investment firms, or financial services companies and must stay up-to-date on financial regulations and products to best serve their clients. The role involves a mix of client relationship management, sales, and financial expertise.

How does an account manager in finance typically collaborate with internal teams to support client needs?

As an Account Manager in Finance, you will work closely with internal teams such as sales, compliance, risk management, and product specialists to deliver tailored financial solutions for clients. This often involves coordinating meetings, sharing client feedback, and ensuring all regulatory requirements are met. Effective collaboration ensures seamless onboarding, prompt issue resolution, and helps identify opportunities for upselling or cross-selling financial products. Strong communication and project management skills are essential for managing these cross-functional interactions and maintaining high client satisfaction.

What are the key skills and qualifications needed to thrive as an account manager in finance, and why are they important?

To thrive as an Account Manager in Finance, you need a solid understanding of financial products, account management principles, and a relevant degree such as finance, business, or accounting. Familiarity with CRM systems, financial modeling tools, and proficiency in Excel are typically required, along with certifications like CFA or CPA being advantageous. Strong interpersonal, negotiation, and problem-solving skills set top performers apart in building and maintaining client relationships. These skills and qualifications are crucial for effectively managing client portfolios, ensuring client satisfaction, and driving business growth in a highly regulated and competitive industry.

What is the difference between Account Manager Finance vs Account Executive?

AspectAccount Manager FinanceAccount Executive
Required CredentialsFinance-related certifications (e.g., CFA, CPA), bachelor's degree in finance or related fieldSales or marketing degree often preferred, relevant certifications vary
Work EnvironmentFinancial institutions, corporate finance departments, client managementSales-driven environments, client acquisition, and relationship building
Employer & Industry UsageBanking, investment firms, corporate financeAdvertising agencies, tech companies, sales organizations
Common Search & Comparison IntentUnderstanding finance-specific client management rolesExploring sales and client acquisition roles

The main difference between an Account Manager Finance and an Account Executive lies in their focus areas. Account Managers Finance primarily handle client relationships within financial institutions, requiring finance-specific credentials. In contrast, Account Executives focus on sales and acquiring new clients, often in marketing or sales-driven industries. Both roles involve client interaction but serve different business functions and industry contexts.

What is the role of a finance and account manager?

An account manager in finance is responsible for maintaining client relationships, understanding their financial needs, and providing tailored financial solutions. They often analyze financial data, prepare reports, and collaborate with teams to ensure client satisfaction and retention. Strong communication skills and knowledge of financial tools like Excel or CRM software are essential for this role.

What cities are hiring for Account Manager Finance jobs?

Cities with the most Account Manager Finance job openings:

What states have the most Account Manager Finance jobs?

States with the most job openings for Account Manager Finance jobs include:

What are popular job titles related to Account Manager Finance jobs?

For Account Manager Finance jobs, the most frequently searched job titles are:

Account Manager Finance jobs near you
Infographic showing various Account Manager Finance job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 81% Physical, 2% Hybrid, and 17% Remote job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Account Manager - Finance

Mount Pleasant, SC • On-site

Southstar Capital LLC
See more jobs at Southstar Capital LLCexternal

$60K - $65K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 27 days ago

Key responsibilities

  • Manage and nurture an established portfolio of business clients, serving as their primary point of contact and advocate.

  • Build and maintain strong client relationships through exceptional service and proactive communication.

  • Assist clients with product-related questions, perform invoice verification, and monitor client activity for indicators of suspicious or unusual behavior.

Job description

Account Manager

SouthStar Capital | Mount Pleasant, SC

About SouthStar Capital

SouthStar Capital is an asset-based B2B lender specializing in factoring solutions. In business since 2008, we are committed to helping businesses grow and thrive through strategic financial partnerships. To learn more about our company and services, visit www.southstar.com.

Position Overview

SouthStar Capital is seeking a motivated and detail-oriented Client Account Manager to join our team in Mount Pleasant, SC. In this role, you will be responsible for managing and nurturing an established portfolio of business clients, serving as their primary point of contact and advocate within our organization. This position offers a clear path for professional growth and expanded responsibility for high-performing individuals who are serious about a long-term career in financial services.

Please note: This is a client relationship management role, not a sales position.

Primary Responsibilities

  • Build and maintain strong client relationships through exceptional service and proactive communication
  • Deliver timely, professional responses to client inquiries and follow up consistently on outstanding items
  • Develop a thorough understanding of each client's business to assess future credit needs and opportunities
  • Assist clients with product-related questions and provide effective troubleshooting support
  • Serve as the primary liaison between clients and SouthStar's management and underwriting teams
  • Perform invoice verification and debtor notifications in accordance with company procedures
  • Maintain accurate and up-to-date records within SouthStar's internal systems per operational guidelines
  • Advocate on behalf of clients by providing decision-makers with relevant data and context
  • Monitor client activity and remain vigilant for indicators of suspicious or unusual behavior
  • Manage the risk and profitability of an assigned client portfolio


Qualifications

Required:

  • Minimum of 3 years of experience in a financial services environment
  • Prior account management experience preferred
  • Strong financial acumen and demonstrated professional ethics
  • Reliable, detail-oriented, and solution-focused with consistent follow-through
  • Excellent verbal and written communication skills
  • Strong decision-making, organizational, and problem-solving abilities
  • Proficiency with Microsoft Office Suite and general computer literacy
  • Ability to manage ambiguity, adapt quickly, and maintain composure under pressure
  • Self-motivated with a positive, client-first attitude

Education:

  • Associate's degree required; Bachelor's degree preferred

Compensation & Benefits

Salary: $60,000 – $65,000 (based on experience) base salary per year, plus performance-based bonuses

Benefits Package:

  • Medical, dental, and vision insurance
  • Health Savings Account (with qualifying plan)
  • 401(k) with company matching
  • Short-Term Disability (LTD) insurance
  • Paid time off

Schedule: Full-time | Monday–Friday | 8-hour shifts

Work Location

In-person | 840 Lowcountry Blvd, Mount Pleasant, SC 29464 Candidates must be able to reliably commute or plan to relocate prior to their start date.