Account Manager – Client Advisory & Liquidity Solutions

Account Manager – Client Advisory & Liquidity Solutions

Location: Baton Rouge, Louisiana 70809 (South Baton Rouge / Essen Lane business corridor)
Position Type: Full-time, permanent, benefits-eligible (at-will employment)
Work Arrangement: Hybrid – flexible mix of in-office and remote work
Compensation: $4,700 – $6,400 gross per month (approximately $56,400 – $76,800 annually) annual performance-based bonus (up to 15%)
Work Authorization: Applicants must be legally authorized to work in the United States without requiring sponsorship

Candidate ProfileEducation & Experience

• Bachelor's or Master's degree in Economics, Finance, Industrial Engineering, Political Science, or a related field.
• 0–2 years of professional experience in account management, customer success, commercial support, administrative coordination, or analytical roles. Relevant internship experience in consulting, corporate finance, treasury, or private banking is highly valued.
• Exposure to consulting firms, professional services, banking, fintech, treasury departments, or financial sector organizations is beneficial.

Technical Competencies

• Proficiency with Microsoft Office, particularly Excel for financial data analysis and reporting.
• Familiarity with CRM systems such as Salesforce or HubSpot.
• Ability to produce professional documents — reports, presentations, and client proposals.
• Basic understanding of liquidity management concepts (cash flow, working capital, treasury, banking relationships) is a strong advantage.

Language Skills

Proficiency in additional languages is highly welcomed and will be considered a valuable asset. Our firm serves international clients and operates with global consulting methodologies, so the ability to communicate in languages such as Italian, Spanish, French, or German will support your work with cross-border clients and international projects. English fluency is required for all internal and client-facing communication.

Personal Attributes

• Strong interpersonal and communication abilities, with a focus on active listening and empathy.
• Detail-oriented, organized, and capable of managing multiple priorities simultaneously.
• Proactive and intellectually curious, with a genuine desire to learn and grow.
• Effective problem-solver who can translate complex client needs into actionable steps.
• Collaborative team player who adapts well to a dynamic, fast-paced environment.

Compensation & Benefits

We believe that exceptional work deserves exceptional rewards. Our compensation philosophy is built on transparency, performance, and long-term partnership.

• Base Salary: $4,700 – $6,400 gross per month, aligned with experience and qualifications.
• Performance Bonus: Annual MBO bonus of up to 15%, determined by individual and team results.
• Health Coverage: Comprehensive medical, dental, and vision insurance.
• Retirement: 401(k) plan with employer contributions.
• Paid Time Off: Generous PTO policy plus company holidays.
• Commuter Assistance: Parking allowance, transit reimbursement, or commuter benefits.
• Work-Life Balance: Hybrid schedule, flexible working hours, and a supportive, digitally enabled work culture.
• Professional Development: Structured onboarding, dedicated mentorship from a senior colleague, access to training platforms covering financial consulting, liquidity management, corporate treasury, and soft skills. Individual training budget and support for professional certifications such as CTP (Certified Treasury Professional) or courses in cash management and working capital.
• Office Perks: Modern workspace in Baton Rouge's business corridor featuring coworking areas, relaxation spaces, periodic team-building events, wellness program, gym discounts, and a culture rooted in transparency, meritocracy, and mutual support.
• Career Advancement: Clear pathways toward Senior Account Manager, Team Lead, and other leadership positions.

Our Selection Process

All interviews will be conducted in English. You will meet with members of our management team, the HR department, and potentially international clients. This process is designed to assess your ability to operate in a global consulting environment and collaborate effectively with stakeholders across different markets.

We are committed to diversity, equity, and inclusion. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Baton Rouge is a vibrant hub for business and finance in Louisiana — and we are proud to be part of it.

Equal Opportunity Employer.

About the Opportunity

We are a specialized business consulting firm focused on liquidity management, corporate treasury, cash flow optimization, working capital, and financial advisory. Our Baton Rouge office is expanding, and we are looking for an Account Manager to support our client relationships and consulting initiatives across the Gulf South region.

This position sits at the intersection of financial consulting and account management. You will work closely with senior consultants and treasury advisors, serving a diverse client base that includes industrial corporations, commercial enterprises, financial institutions, and investment funds. If you are early in your career and eager to build deep expertise in liquidity management while developing strong client relationship skills, this role offers a structured and supportive path forward.

You will report directly to a Senior Account Manager and collaborate daily with teams across Financial Consulting, Treasury Advisory, Compliance, Data Analytics, and Customer Success.

Key Responsibilities

Client Portfolio Support
Work alongside the Senior Account Manager to manage a portfolio of domestic and international clients. Take charge of day-to-day operational tasks, administrative coordination, and routine reporting to keep accounts running smoothly.

Client Communication & Service
Serve as the initial point of contact for client inquiries regarding our liquidity management services — including cash forecasting, working capital optimization, cash flow management, and treasury operations. Ensure every response is prompt, professional, and accurate.

Consulting Project Collaboration
Work with senior consultants to gather and analyze client financial data. Assist in preparing reports, executive-level presentations, and commercial proposals. Monitor project milestones and flag any issues that require attention.

Onboarding New Clients
Guide new clients through the early stages of our relationship. Provide clear information about our services, collect necessary documentation, and help coordinate a seamless project kickoff.

Reporting & Analysis
Produce regular reports covering portfolio performance, project KPIs, liquidity metrics, and client satisfaction. Leverage CRM platforms and advanced spreadsheet tools to compile and present data.

Contributing to Team Targets
Support the team in achieving retention goals, customer satisfaction (CSAT) targets, upselling objectives, and overall portfolio growth.

To apply: Submit your resume and a brief cover letter outlining your interest in liquidity management and client relationship management.

Pay: $56,400.00 - $76,800.00 per year

Benefits:

• Relocation assistance

Work Location: Hybrid remote in Baton Rouge, LA 70809

Salary : $56,400 - $76,800