Junior Account Manager

Junior Account Manager – Client Advisory & Liquidity Solutions

Location: Denver, Colorado (downtown / LoDo business district)

Position Type: Full-time, permanent, benefits-eligible (at-will employment)

Work Arrangement: Hybrid – flexible combination of in-office and remote work

Compensation: $3,800 – $5,200 gross per month (equivalent to approximately $45,600 – $62,400 annually) + annual performance-based bonus (up to 15%)

Work Authorization: Applicants must be legally authorized to work in the United States without requiring sponsorship

Compensation & Benefits

We believe in rewarding talent and supporting our team members' long-term success.

Base Salary: $3,800 – $5,200 gross per month, commensurate with experience and qualifications.

Performance Bonus: Annual MBO bonus of up to 15%, based on individual and team achievements.

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 Denver'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 Account Manager, Senior Account Manager, and Team Lead positions.

About the Opportunity

We are a boutique business consulting firm specializing in liquidity management, corporate treasury, cash flow optimization, working capital, and financial advisory. Our Denver office is expanding, and we are seeking a Junior Account Manager to play a key role in supporting our client relationships and consulting initiatives across the 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 at the beginning of your career and eager to develop deep expertise in liquidity management while honing strong client relationship skills, this role provides 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

Supporting the Client Portfolio

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 ensure accounts run smoothly.

Client Communication & Service

Serve as the first 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 timely, professional, and accurate.

Contributing to Consulting Projects

Collaborate with senior consultants to gather and analyze client financial data. Assist in preparing reports, executive-level presentations, and commercial proposals. Monitor project milestones and escalate 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.

Candidate Profile

Education & 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.

We are committed to diversity, equity, and inclusion. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Denver is a thriving hub for business and finance — 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: $3,800.00 - $5,200.00 per month

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Paid time off
• Relocation assistance
• Retirement plan

Work Location: Hybrid remote in Denver, CO 80202