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Junior Account Manager

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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 combination of on-site and remote work

Compensation:

$5,400

•$7,100 gross per month (equivalent to roughly $64,800

•$95,200 annually) + yearly performance-based incentive (up to 15%)

Work Authorization:

Candidates must possess legal authorization to work in the United States without requiring visa sponsorship About the Company We are a niche business advisory practice concentrated on liquidity management, corporate treasury, cash flow optimization, working capital, and financial guidance. Our Santa Rosa office is broadening, and we are searching for a Junior Account Manager to reinforce our client connections and advisory efforts across the Sonoma County region. This role resides at the junction of financial consulting and account management. You will collaborate closely with seasoned consultants and treasury specialists, assisting a varied client roster that spans industrial corporations, commercial enterprises, financial institutions, and investment funds. If you are in the early phase of your profession and eager to cultivate profound proficiency in liquidity management while sharpening robust client relationship abilities, this position provides a methodical and encouraging route ahead. You will report directly to a Senior Account Manager and coordinate daily with groups spanning Financial Consulting, Treasury Advisory, Compliance, Data Analytics, and Customer Success. Candidate ProfileAcademic & Professional Background Bachelor's or Master's degree in Economics, Finance, Industrial Engineering, Political Science, or an analogous discipline. 0-2 years of professional background in account management, customer success, commercial support, administrative coordination, or analytical positions. Pertinent internship background in advisory, corporate finance, treasury, or private banking is greatly appreciated. Familiarity with consulting organizations, professional services, banking, fintech, treasury divisions, or financial sector entities is advantageous. Technical Capabilities Competence with Microsoft Office, especially Excel for financial data examination and reporting. Knowledge of CRM platforms such as Salesforce or HubSpot. Capacity to generate polished documents — reports, presentations, and client proposals. Foundational comprehension of liquidity management ideas (cash flow, working capital, treasury, banking relationships) is a notable advantage. Language Proficiency Fluency in supplementary languages is warmly encouraged and will be regarded as a beneficial qualification. Our organization assists global clients and functions with worldwide consulting approaches, so the capacity to communicate in languages such as Italian, Spanish, French, or German will aid your efforts with international clients and overseas projects. English fluency is mandatory for all internal and client-facing correspondence. Individual Characteristics Robust interpersonal and communication skills, with emphasis on attentive listening and empathy. Meticulous, structured, and skilled at handling several priorities concurrently. Self-starting and intellectually inquisitive, with a sincere ambition to learn and advance. Competent troubleshooter who can convert intricate client requirements into workable actions. Cooperative team member who adjusts effectively to a lively, high-tempo setting. Key Responsibilities Client Portfolio Assistance Partner with the Senior Account Manager to supervise a portfolio of domestic and international clients. Handle daily operational duties, administrative synchronization, and recurring reporting to keep accounts operating efficiently. Client Communication & Support Function as the primary point of contact for client questions concerning our liquidity management services — covering cash forecasting, working capital optimization, cash flow management, and treasury operations. Guarantee every reply is swift, professional, and precise. Advisory Project Cooperation Collaborate with senior consultants to collect and scrutinize client financial data. Aid in crafting reports, executive-level presentations, and commercial proposals. Observe project milestones and flag any concerns that demand attention. Client Induction Steer new clients through the initial phases of our relationship. Supply lucid information about our services, amass necessary paperwork, and help arrange a smooth project initiation. Reporting & Evaluation Generate routine reports addressing portfolio performance, project KPIs, liquidity metrics, and client contentment. Utilize CRM systems and sophisticated spreadsheet instruments to compile and present data. Team Objective Contribution Aid the team in attaining retention goals, customer satisfaction (CSAT) targets, upselling ambitions, and overall portfolio expansion. Compensation & Benefits We hold the conviction that outstanding contributions merit outstanding recognition. Our pay structure emphasizes clarity, results, and enduring collaboration.

Base Pay:

$5,400

•$7,100 gross per month, commensurate with background and credentials.

Performance Incentive:

Yearly MBO reward of up to 15%, established by personal and collective achievements.

Medical Coverage:

Extensive health, dental, and optical insurance.

Retirement Savings:

401(k) program with company matching contributions.

Leave Policy:

Substantial paid vacation allotment plus corporate holidays.

Transportation Support:

Parking stipend, public transit reimbursement, or commuting allowance.

Work-Life Integration:

Hybrid work pattern, adaptable scheduling, and a welcoming, digitally oriented workplace culture.

Skill Advancement:

Organized orientation, personalized guidance from an experienced colleague, entry to learning resources covering financial advisory, liquidity oversight, corporate treasury, and interpersonal abilities. Personal education stipend and assistance for professional designations such as CTP (Certified Treasury Professional) or coursework in cash management and working capital.

Office Amenities:

Contemporary workspace in Santa Rosa's commercial area with shared work zones, unwind areas, recurring team-building gatherings, wellness initiatives, fitness center reductions, and an environment founded on openness, performance-based advancement, and reciprocal assistance.

Professional Trajectory:

Well-defined routes toward Senior Account Manager, Team Lead, and other senior positions. Our Selection Process All interviews will be carried out in English. You will encounter members of our leadership team, the HR department, and potentially international clients. This procedure is intended to gauge your capacity to function in a worldwide consulting setting and cooperate successfully with stakeholders across diverse markets. We are dedicated to diversity, equity, and inclusion. We welcome applications from individuals of all backgrounds, experiences, and perspectives. Santa Rosa is a flourishing hub for business and finance in California's Wine Country — 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:

$64,800.00

•$95,200.00 per year

Benefits:

401(k) Health insurance Life insurance Paid time off Parental leave Professional development assistance Relocation assistance Tuition reimbursement

Work Location:

Hybrid remote in Santa Rosa, CA 95404