Account Executive - Platform Partnerships
Job Summary
Responsible for managing a large portfolio of credit union partners, the full-time Account Executive - Platform Partnerships will drive product adoption, enablement, and long-term partner health in a remote setting.
Key responsibilities
- Serve as the primary product expert and deliver scalable training programs for credit union staff
- Own ongoing relationships with credit union partners, managing support escalations and program optimization
- Lead new partner onboarding from kickoff to deployment, coordinating timelines and training delivery
Required qualifications
- 5+ years in client onboarding, partner success, or account management
- Startup experience with a comfort in ambiguity and process building
- Background in insurance, Medicare, financial services, or B2B2C platform partnerships
- Experience in data collection and analysis for informed decision-making
- Familiarity with modern AI tools and collaboration platforms such as Google Workspace and HubSpot
Complete Job Description
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