Account Coordinator

JOB TITLE: Account Coordinator

LOCATION: Las Vegas, NV (on-site)

REPORTS TO: Operations Manager

The Company:

Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. Founded in 2016, Sunbit offers a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 20,000 service locations, including 1 in 3 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected.

Sunbit was included on the 2022 and 2023 Inc. 5000 list. The financial technology company has also been named as a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights.

We use cutting-edge innovations in financial technology to bring leading data and features that allow individuals to be qualified instantly, making purchases at the point-of-sale fast, fair and easy for consumers from all walks of life. We create value focused on our core values; we work tirelessly to ensure that Sunbit becomes available to everyone, everywhere.

Sunbit is proud to be recognized on the CB Insights List of Unicorn Companies, with a valuation of $1.1B. (https://www.cbinsights.com/research-unicorn-companies)

The Role:

We’re looking for a motivated and personable individual to join our Account Management team. As part of our growing team, you’ll be supporting small and medium-sized businesses (SMBs) across the United States.

You’ll be at the heart of building meaningful relationships, offering guidance and training, and helping our clients get the most out of our product. This role is all about connecting with our SMB partners, understanding their needs, and ensuring they feel supported and empowered to succeed. Your impact will be felt as you help them grow and thrive with our solutions.

What You'll Be Doing:

• Lead online pre-training and training sessions, ensuring accounts are well-equipped to utilize our product effectively.
• Oversee, maintain, and execute daily operations for SMB accounts, ensuring smooth and efficient service delivery.
• Build and nurture strong relationships with accounts through regular communication, fostering engagement to drive product usage and achieve growth targets.
• Monitor business operations to ensure they align with company expectations, goals, and standards.
• Proactively identify and resolve any issues in operational processes, ensuring quick and effective solutions.
• Analyze account performance and revenue data, using insights to develop strategies for continuous improvement.
• Collaborate with upper management and team members to set and track monthly goals for Sunbit activity.
• Accurately manage and document all account activity within our CRM system, ensuring proper tracking and reporting.
• Ensure adherence to company policies, standards, and procedures in all account interactions.
• Take on additional variable and rotating duties as needed to support team and company objectives.

What You Bring to the Table:

• Exceptional verbal and written communication skills, with a talent for facilitating engaging sessions.
• Experience in leading and training accounts, helping clients maximize their success.
• Strong interpersonal skills with a demonstrated ability to collaborate effectively with others.
• Highly motivated, ambitious, and results-driven individual with a passion for success.
• Highly organized and efficient, able to manage multiple priorities with ease.
• Proven track record of developing business plans and performing data analysis to drive decisions.
• Proficient in Google Suite and Salesforce, with a solid understanding of CRM systems.
• Sales experience is a plus, with a keen ability to identify and pursue new opportunities.

The Perks:

• Join one of LA’s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024)
• Mission driven empowered collaborative
• Competitive pay and stock options
• Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave
• Newly added HSA and Pet Insurance
• 401K Plan with Matching
• Cell Phone Stipend
• Casual Dress
• Open door policy / Open office floor plan
• Team based strategic planning Team owned deliverables

Cultural Competencies for Success at Sunbit:

• Serve others before self - Service oriented mindset
• Own the impact– Take ownership of maintaining and growing relationships with our accounts.
• Connect genuinely – Cultivate authentic connections with merchants, representing Sunbit with pride and integrity.
• Act fast – Respond quickly and efficiently to merchants, clients, and internal teams, ensuring swift resolution and support.
• Include always - Work closely with team and actively welcome peers within the organization
• Innovate for good - Help our current and prospective merchants utilize Sunbit’s innovative technology to help patients and customers alike

Sunbit is an Equal Opportunity Employer. We strive to provide a professional & welcoming workplace for all employees.