Account Director (Financial Services)


About This Role

Bounteous x Accolite makes the future faster for the world’s most ambitious brands. Our services span Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing. We are guided by Co-Innovation, our proven methodology of collaborative partnership.


Bounteous x Accolite brings together 5000+ employees spanning North America, APAC, and EMEA, and partnerships with leading technology providers. Through advanced digital engineering, technology solutions, and data-driven digital experiences, we create exceptional and efficient business impact and help our clients win.


We are seeking an Account Director with a background in the Financial Services sector to join our growing team. The Account Director is responsible for building and nurturing relationships with our clients, ensuring client satisfaction, expanding accounts and opportunities, and improving client retention.  This role will be focused on driving business growth within the Financial Services, Industrial, Technology (FIT) Business Unit.  The ideal candidate is a strong strategic thinker with deep experience in the United States Financial Services sector (consumer banking, insurance, wealth, and/or payments).

This high-visibility role will require travel (up to 50%) to meet client stakeholders, build relationships, and expand into other buyers within client organizations.

Role and Responsibilities

  • Protect and grow client accounts; add and/or expand business each quarter
  • Serve as the key liaison between Bounteous and our clients
  • Develop and manage strategic account management plans that establish relationships enterprise-wide, identify and mitigate threats, uncover opportunities, and raise Bounteous’ strategic role within client organizations
  • Intimately understand the client’s brand and objectives
  • Serve as a client partner and advocate; articulate and hold the full-range of client concerns
  • Lead new Statement of Work kickoffs and customer on-boarding processes with internal stakeholders and systems
  • Facilitate and execute contracts and agreements
  • Ensure proper collections through close review and reconciliation
  • Develop, coordinate, and implement strategic digital initiatives
  • Benchmark state-of-the-art practices; influence profit and service improvements
  • Direct our clients and internal teams towards the best solutions
  • Understand the scope of programs as defined by the business requirements and budget process
  • Participate in key planning milestones; serve as a guide to the design and development teams from initiation through execution and completion
  • Develop and prepare client scorecards and dashboards to demonstrate high-level results and trends
  • Provide clients with relevant and actionable reporting, analytics, and consultation
  • Assist in pitch, closing, and negotiating contracts
  • Travel (up to 50%) to meet client stakeholders, build relationships, and expand into other buyers within client organizations

Preferred Qualifications

  • 5+ years of client service, digital marketing, or account management experience
  • 3+ years of experience at a digital-first agency/consultancy required
  • 3+ years of relevant experience in the United States Financial Services sector (consumer banking, insurance, wealth, and/or payments), either client-side or as a trusted advisor
  • Experience supporting clients or business leveraging platforms such as Drupal and Adobe a plus
  • Excellent verbal and written communication skills
  • Proven ability to manage multiple projects in an ever-changing environment
  • Outstanding listening and presentation skills
  • Strong conflict resolution and negotiation skills
  • Strong communicator with all levels of leadership, management, and staff to achieve desired outcomes and build strong alliances and relationships
  • Proven experience delivering client-focused solutions to support their goals
  • BA/BS degree or equivalent consulting agency experience preferred
  • Ability to regularly work on-site with clients and travel up to 50% of the time

We invite you to stay connected with us by subscribing to our monthly job openings alert here.


Research shows that women and other underrepresented groups apply only if they meet 100% of the criteria of a job posting. If you have passion and intelligence, and possess a technical knack (even if you’re missing some of the above), we encourage you to apply.


Bounteous x Accolite is focused on promoting an inclusive environment and is proud to be an equal opportunity employer. We celebrate the different viewpoints and experiences our diverse group of team members bring to Bounteous x Accolite. Bounteous x Accolite does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state, or local law.


In addition, you have the opportunity to participate in several Team Member Networks, sometimes referred to as employee resource groups (ERGs), that host space with individuals with shared identities, interests, and passions. Our Team Member Networks celebrate communities of color, life as a working parent or caregiver, the 2SLGBTQIA+ community, wellbeing, and more. Regardless of your respective identity, there are various avenues we involve team members in the Bounteous x Accolite community.


Bounteous x Accolite is willing to sponsor eligible candidates for employment visas.