About Bluevine

Bluevine is on a mission to enable a better financial future for small business owners through innovative banking solutions designed just for them. By combining best-in-class technology with advanced security and a deep understanding of the small business community, we deliver end-to-end banking and lending products that empower always-on entrepreneurs to grow their businesses with confidence. 

As a dynamic company with massive potential, we’re backed by leading investors such as Lightspeed Venture Partners, Menlo Ventures, 83North, Citi Ventures, and nearly 9 years of proven success. Since launching in 2013, we have grown exponentially, amassing over 400,000 customers across all 50 states and a global team of more than 500 people. Our passion is driven by purpose: to give small businesses the tools they need to succeed and we’re just getting started. 

All of this begins with our team who are driven by collaboration, problem-solving, and learning and growing together. With a commitment to innovation and community impact, our mission is to help every small business—and every team member—thrive. Join us!

This is a hybrid roleAt Bluevine, we pride ourselves on our collaborative culture, which we believe is best maintained through in-person interactions and a vibrant office environment. All of our offices have reopened in accordance with local guidelines, and are following a hybrid model. In-office days will be determined by location and discipline.

ABOUT THE ROLE:

Are you a motivated self-starter looking to roll up your sleeves and make an impact in a fast moving and dynamic environment? We’re building a world class account management team and looking for a customer-obsessed leader with vision, who thrives on change and has a proven record of managing teams who can meet and exceed team targets.  

The ideal candidate enjoys solving complex customer problems, works effectively with cross-functional teams and thrives in a fast-paced setting that is constantly evolving. You will have direct accountability for continuously improving customer satisfaction and delivering strong results against revenue and operational excellence metrics.

You and your team will be responsible for providing premier service for our lending client base and be the subject matter expert for Bluevine lending products. You should have strong understanding around one-to-many outreach, desire to help small business owners achieve their business goals and be a strong developer of talent.

WHAT YOU'LL DO:

  • Manage a team of high performing Account Managers that serve Bluevine’s highest priority and value clients, co-owning the relationship with our Sales & Business Development teams
  • Engage with senior management to drive the overall account management strategy
  • Consistently achieve monthly quota targets & own the key performance metrics of customer satisfaction, retention and growth
  • Anticipate and manage operational and organizational risks that could put things off-course
  • Develop and share best practices around customer satisfaction, account management and retention
  • Manage a team of  Account Managers that serve Bluevine’s highest priority and value clients, co-owning the relationship with our Sales & Business Development teams
  • Scale Account Management to meet the needs of our customers, including hiring, training and ongoing performance management
  • Understand complex, multi-product client workflows and strategies to effectively build long-term relationships & customized solutions for small business owners
  • Serve as the primary escalation point for your team and their book of clients
  • Leverage workplace creativity & knowledge to identify to new opportunities for revenue and value creation
  • Serve as the voice of our lending clients and partner with Risk, Product, Sales, & Marketing to drive improvements in our customer experience

WHAT WE LOOK FOR:

  • 5+ years in financial services account management and/or sales
  • 2+ years of experience in people management
  • BS degree, or equivalent education and experience.
  • Proven history in delivering against aggressive revenue targets and KPIs
  • Data-driven orientation with ability to efficiently and quickly draw insights (and avoid analysis paralysis)
  • A strong intuition for interpersonal and organizational dynamics
  • Demonstrated strength as a collaborator and an ability thrive in fluid, fast-paced, dynamic, and scaling environments
  • Motivated by Bluevine’s mission and creating a seamless, white-glove support experience for our book of clients
  • In depth knowledge of lending and banking products preferred

BENEFITS AND PERKS - for employees located in the US

  • Excellent health coverage and life insurance benefits
  • 401K with an immediate 3% company match 
  • PTO, Company Holidays, and Flexible Holidays
  • Company-sponsored Mental Health Benefits, including 1:1 therapy
  • Over $1,000 annually for a wellness benefit of your choice
  • Monthly WFH stipend
  • Generous, paid parental leave covering up to 16 weeks
  • Access to financial coaches and education sessions
  • Free commuter benefits - Caltrain passes for San Francisco employees and a monthly parking allowance
  • Monthly DoorDash credit
  • Weekly catered lunches and fully stocked kitchen pantries
  • Dog-friendly Redwood City, CA office
  • Community-based volunteering opportunities 

BENEFITS & PERKS - for employees located in Israel 

  • Excellent group health coverage and life insurance benefits
  • Stock options
  • Flexible hybrid work model
  • Large Study Fund contribution
  • Salary Benchmarks and Checkpoints 
  • Monthly meal card of TenBis or CiBus (your choice) with generous balance
  • Free parking for cars, scooters, and bikes
  • Free gym membership
  • Company-sponsored Mental Health Benefits
  • PTO, Company Holidays, and Flexible Holidays
  • Community-based volunteering opportunities

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