Senior Executive Account Manager – Financial Services

Full-time | Bonus Eligible | Up to 35% Travel | Hiring in Minnesota with remote possibilities for hiring in Arizona, Colorado, Connecticut, Florida, Georgia, Michigan, Missouri, North Carolina, Nebraska, Ohio, Tennessee, Texas, Virginia, Wisconsin, Maine, South Dakota, Pennsylvania, South Carolina, North Dakota, and Rhode Island.  

About DCM Services

DCM Services is a recognized leader in deceased account recovery and estate servicing, helping financial institutions navigate the complex, sensitive process of managing accounts after a client's death. Our solutions — including agency recovery, Probate Finder OnDemand (PFOD), VERIF-ID, and Signature Service — support banks, credit unions, credit card issuers, and investment firms across the country. We combine deep industry expertise in probate, estate recovery, and collections with a client-first approach, and we're proud to partner with some of the most respected names in financial services.

About the Role

DCM Services is looking for a Senior Executive Account Manager to own and grow relationships with some of our most strategic clients in the financial services industry — including banks, credit unions, credit card issuers, and investment firms. This is a high-visibility role for a seasoned account management professional who thrives on executive-level engagement, deep industry expertise, and driving measurable revenue growth.

As the primary relationship owner for an assigned portfolio of top-tier financial services accounts, you'll act as a trusted advisor and strategic partner to senior client stakeholders, representing our full suite of solutions — including agency recovery, Probate Finder OnDemand (PFOD), VERIF-ID, Signature Service, and more. You'll operate with a high degree of autonomy, working cross-functionally with Operations, Finance, Sales, and Product to deliver results that matter to our financial institution clients.

If you have a strong track record managing complex, high-value client relationships within banking, credit, or financial services — and you're ready to bring that expertise to a role focused specifically on this space — we want to hear from you.

What You'll Do

Strategic Account Management & Client Growth

• Serve as the primary strategic relationship owner for an assigned portfolio of top-tier financial services clients
• Own client retention, renewal, and expansion strategies to drive revenue growth
• Identify cross-sell and upsell opportunities across our product suite
• Lead contract renewal strategy, fee discussions, and service-level negotiations
• Track client revenue, profitability, and performance against targets

Client Relationship Management & Executive Engagement

• Build and maintain relationships with senior client stakeholders as their trusted advisor and escalation point
• Lead and present at client meetings, QBRs, annual reviews, and industry events
• Communicate complex operational performance as strategic narratives at the executive level
• Educate clients on our full capabilities and industry trends in deceased account recovery and estate servicing
• Independently manage problem resolution and escalations

Cross-Functional Partnership & Operational Excellence

• Partner with Operations, Compliance, Finance, and Technology to proactively manage client needs
• Collaborate with Sales and Business Development on growth strategies and proposals
• Feed client insights back to Product and Technology to influence roadmap priorities
• Maintain accurate pipeline and account data in Salesforce

Industry Knowledge & Professional Representation

• Stay current on competitive landscape, industry trends, and regulatory developments in financial services, collections, and estate recovery
• Represent DCM Services at trade association meetings and industry conferences
• Actively network within the financial services and estate recovery industries

What You Bring

• 5+ years of progressive account management experience, including a minimum of 3 years in financial services or a closely related industry
• Experience in collections, estate recovery, or accounts receivable strongly preferred
• Proven success building and maintaining executive-level relationships with major financial institutions
• Strong financial and business acumen with experience managing revenue retention, expansion, and profitability
• Advanced negotiation skills and contract negotiation experience
• Excellent communication and presentation skills, with the ability to influence at all levels
• A consultative approach to managing complex client relationships
• Strong organizational and project management skills in a fast-paced environment
• Proficiency in Salesforce and MS Office Suite (Word, PowerPoint, Excel)
• Knowledge of probate, estate recovery, deceased account servicing, and claim presentation preferred
• Bachelor's degree preferred; equivalent experience considered

Travel

This role requires up to 35% travel, including overnight and out-of-area travel for client meetings, industry events, and company functions.

DCM Services is an equal opportunity employer.

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