Account Manager

Account Manager – Financial Advisory & Business Relationships

Bring clarity to complex client needs. Build relationships that last.

Location: Bentonville, Arkansas 72712
Employment Type: Full-time, permanent
Work Arrangement: Hybrid – a mix of in-office and remote work
Base Salary: $75,000–$90,000 annually, depending on experience and qualifications
Annual Performance Bonus: Up to 15%

Help clients move from financial questions to practical solutions

Every business has financial priorities. Some need better cash flow visibility. Others want to use working capital more efficiently or improve the way their treasury operations are managed. Helping clients navigate these challenges requires organization, communication, and a strong understanding of their goals.

We’re seeking an Account Manager to join our financial advisory team in Bentonville, Arkansas.

You’ll serve as a central point of coordination between our clients and consulting specialists. Your role will be to understand client expectations, keep advisory engagements moving, and make sure our team delivers a consistent, professional experience.

This position is ideal for someone who enjoys working with business clients, can manage several priorities at once, and wants to apply their relationship management experience in a specialized consulting environment.

The work you’ll ownUnderstand the business behind each account

• Build a detailed understanding of your clients’ priorities, expectations, and ongoing challenges.
• Maintain regular contact with key stakeholders and ensure communication stays productive.
• Organize account reviews and document agreed objectives and follow-up actions.
• Recognize changes in client needs and coordinate the appropriate response.

Make collaboration easier for clients and colleagues

• Coordinate consulting engagements from initial discussions through ongoing service delivery.
• Work with financial advisors, treasury specialists, and other internal teams to align responsibilities.
• Keep track of deadlines, client requests, outstanding information, and project deliverables.
• Communicate progress clearly and address coordination issues before they affect the client experience.

Help clients get more value from our services

• Identify opportunities to improve existing engagements and strengthen client relationships.
• Support discussions about additional advisory services when they align with client needs.
• Contribute to account plans, client presentations, and service proposals.
• Help maintain strong retention and satisfaction across your portfolio.

Use information to guide your priorities

• Monitor account activity, client feedback, project progress, and relevant performance indicators.
• Maintain reliable account records and communication histories in the CRM.
• Prepare management updates and summaries of important account developments.
• Highlight recurring problems and recommend improvements to service delivery.

Keep standards high as the business grows

• Coordinate onboarding activities for new clients.
• Ensure client documentation and internal records are complete.
• Share useful practices and lessons learned with the broader team.
• Contribute to improvements in account management procedures and client communication.

What you’ll bring to the role

We’re looking for someone who can combine sound client judgment with practical execution.

Education and experience

• Bachelor’s or master’s degree in Finance, Economics, Business, Industrial Engineering, Political Science, or a related field.
• Typically 2–5 years of relevant experience in account management, client relations, consulting, customer success, or professional services.
• Experience managing client requests, coordinating projects, and maintaining long-term professional relationships.
• Background in financial services, corporate finance, banking, fintech, or treasury is beneficial.

Professional skills

• Strong written and verbal communication skills in English.
• Ability to manage multiple accounts and competing deadlines.
• Proficiency in Microsoft Excel and PowerPoint.
• Familiarity with CRM platforms such as Salesforce or HubSpot.
• Confidence preparing reports, presentations, and client-facing materials.
• A structured approach to problem-solving and follow-through.

Experience with cash flow management, liquidity planning, working capital, or corporate treasury is a plus. We value transferable account management skills and a willingness to develop deeper financial knowledge.

Additional language skills, including Spanish, French, Italian, or German, are welcome for international client work.

Your approach matters: You take ownership of your commitments, communicate proactively, handle sensitive client matters professionally, and look for ways to make working relationships more effective.

Compensation and benefits

We offer a compensation package that recognizes relevant experience and supports continued professional development.

• Base salary: $75,000–$90,000 per year, depending on qualifications and experience.
• Performance bonus: Up to 15% annually, subject to the applicable bonus plan.
• Health coverage: Medical, dental, and vision insurance.
• Retirement savings: 401(k) plan with employer contributions.
• Paid leave: PTO and company holidays.
• Hybrid work: A combination of remote and in-office work, subject to company policy.
• Professional development: Training resources and support for relevant courses or certifications.
• Commuter benefits: Available subject to company policy.

About our consulting practice

We help businesses address financial and operational challenges through advisory services focused on liquidity management, cash flow optimization, corporate treasury, and working capital efficiency.

Our work depends on bringing together client knowledge, analytical expertise, and reliable project coordination. Account Managers play an important role in making sure the client's objectives remain central throughout the engagement.

In Bentonville, you’ll collaborate with professionals across financial consulting, treasury advisory, compliance, data analytics, and client services.

Could this be your next move?

If you enjoy understanding business needs, coordinating people and projects, and building professional relationships that create long-term value, we encourage you to apply.

Submit your résumé through Indeed. A brief cover letter describing your experience and interest in the role 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: $75,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• Relocation assistance

Work Location: Hybrid remote in Bentonville, AR 72712

Salary : $75,000 - $90,000