Account Manager – Client Advisory

Account Manager – Client Advisory & Liquidity Solutions

Location: Santa Rosa, California 95404 (Downtown / Sonoma County business district)
Position Type: Full-time, permanent, benefits-eligible (at-will employment)
Work Arrangement: Hybrid – flexible mix of in-office and remote work
Compensation: $6,000 – $8,500 gross per month (approximately $72,000 – $102,000 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.

Position Overview

Our Santa Rosa office is growing, and we are seeking an Account Manager to join our client advisory team. You will work at the intersection of financial consulting and relationship management, supporting clients in the liquidity management, corporate treasury, and working capital space. This is a role for someone who wants to build a career in a specialized, high-visibility consulting environment while working directly with senior advisors and a diverse client base.

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

Key Responsibilities

• Portfolio Management Support: Assist the Senior Account Manager in overseeing a portfolio of domestic and international clients. Handle operational tasks, administrative coordination, and daily reporting.
• Client Relationship Management: Act as the first point of contact for client inquiries related to our liquidity management services — including cash forecasting, working capital optimization, cash flow management, and treasury operations. Ensure timely, professional, and accurate responses.
• Consulting Project Assistance: Work with senior consultants to collect and analyze client financial data. Help prepare reports, executive presentations, and commercial proposals. Track project milestones and escalate issues as needed.
• New Client Onboarding: Guide new clients through the initial stages of the relationship. Provide clear information about our services, gather required documentation, and facilitate a smooth project kickoff.
• Reporting & Analysis: Prepare periodic reports on portfolio performance, project KPIs, liquidity metrics, and client satisfaction using CRM tools and advanced spreadsheets.
• Contributing to Team Objectives: Support the team in achieving retention targets, customer satisfaction (CSAT) goals, upselling objectives, and portfolio growth.

Compensation & Benefits

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

• Base Salary: $6,000 – $8,500 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 Santa Rosa's business district 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. Santa Rosa is a vibrant hub for business and finance in Sonoma County — and we are proud to be part of it.

Equal Opportunity Employer.

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

Pay: $72,000.00 - $102,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Relocation assistance

Work Location: Hybrid remote in Santa Rosa, CA 95404