Strategic Account Manager, FinServ

What You’ll Do

• Own strategic account management across a complex, multi-brand Financial Services partnership, driving growth, product adoption, and partner health.
• Build and maintain trusted relationships with senior client stakeholders, navigating commercial discussions and strategic priorities with credibility.
• Manage concurrent internal and external workstreams across Product, Solutions, Operations, GTM, and client teams with precision and follow-through.
• Lead structured account planning through Mutual Action Plans, Joint Business Plans, QBRs, and executive touchpoints.
• Own commercial and negotiation workstreams, keeping Rokt and the client aligned on shared goals, deal structures, and success measures.
• Proactively identify, size, and advance growth opportunities across brands, products, and business units.
• Contribute to data partnership discussions and value-based commercial structures, translating technical concepts into business outcomes.
• Use data and AI-enabled tools to improve decision-making, surface risks early, and optimize partner outcomes.
• Partner with Sales and GTM teams to improve channel activation through training, playbooks, and deal support.
• Translate best practices from this account into repeatable motions for the broader Financial Services pipeline.

Requirements

• 6+ years of experience in strategic account management, partnerships, client success, consulting, or a comparable customer-facing commercial role.
• Background in payments, fintech, financial services, ecommerce, media, or technology; familiarity with the retail media or programmatic ecosystem is a plus.
• Consultative and commercially fluent — you engage clients as a strategic partner and can hold your own in conversations ranging from deal structure to data partnerships to executive strategy.
• Comfortable navigating matrixed, fast-moving, or restructuring organizations, and can build trust across multiple stakeholder groups simultaneously.
• Experience with commercial deal structuring and negotiation, including an understanding of how contracts, value-sharing arrangements, and pricing frameworks come together.
• Exceptional project manager: you create structure, keep teams accountable, and drive work forward without hand-holding.
• Proactive and data-driven — you surface recommendations and use AI tools to scale your impact and raise the quality of execution.
• Builder DNA: you move with urgency, adapt quickly, and constantly look for ways to improve outcomes.

Compensation & Benefits

• Target total compensation ranges from $221,000 - $235,000, including a fixed annual salary of $134,000 - $143,000, an employee equity plan grant, Short Term Incentive Plan, and world-class benefits.
• Become a shareholder. Every employee gets equity in the company.
• Every employee has enterprise access to leading AI tools (Claude, ChatGPT, Gemini, Replit, etc).
• Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us!
• Access generous retirement plans like a 4%...