Account Enabler

Location:  NYC - Hybrid or Remote

dv01 is the world’s first end-to-end data management, reporting, and analytics platform offering loan-level transparency and insight into lending markets, making them more efficient for institutional investors and safer for the world. In a nutshell, we’re doing our part to prevent a repeat of 2008.

As the technological hub between lenders and capital markets, dv01 provides all parties with unprecedented data transparency, insight, and analytics. dv01 has integrated data from 16 marketplace lending platforms, including LendingClub, Prosper and SoFi, and multiple mortgage servicers. To date, dv01 has provided reporting and analytics on $105 billion of online lending and mortgage loans and $1.4 trillion of securitization coverage.

The Account Enabler role is a vital part of our growing Account Management (AM) team. The Account Enabler reports to the Head of Account Management and is client-facing. This role is designed to support Senior Account Managers (AMs) in enhancing client relationships, ensuring smooth onboarding processes, and facilitating day-to-day platform operations. By taking ownership of critical tasks such as data permissioning, client support, reporting, and cross-functional collaboration, the Account Enabler helps free up AMs to focus on strategic activities, client retention, and revenue growth. This position provides a high level of exposure to multiple facets of the business, offering opportunities for learning and growth, including the potential for career advancement into an Account Manager role.

You Will:

This role offers a unique opportunity to gain exposure to a wide range of activities across both client-facing and internal functions, making it an exciting position for someone eager to learn, collaborate, and grow in a dynamic environment. If you’re looking to contribute to a growing team and play a key role in client success, this is the job for you! 

Here is a potential overview of tasks and responsibilities:

• Client Relationship Management & Onboarding (30%)
• Assist Senior Account Managers in developing client relationships, resolving platform issues, and providing ongoing platform support.
• Help facilitate client trainings, particularly for new users, to increase product adoption.
• Partner with AMs and support teams to resolve client concerns efficiently.
• Aid in the onboarding process for new clients, ensuring a smooth transition and thorough understanding of products and services.
• Account Maintenance (30%)
• Own and facilitate the client data permissioning process, ensuring data access is accurately granted and maintained.
• Collaborate with the Capital Markets team and AMs to gather missing or updated data from clients, supporting smooth account management.
• Reporting and Analysis (20%)
• Assist the CRO and Head of Account Management with leveraging Salesforce reports and dashboards to ensure data accuracy, track activities, and support critical business processes.
• Provide support for building out reports and monitoring key client and team metrics.
• Intra-company Collaboration (20%)
• Work closely with senior AMs and cross-functional teams (e.g., legal, marketing, sales) to support large account strategies and initiatives.
• Assist with collecting product feedback and coordinating product rollouts to enhance client experiences.

You Will Have:

• Client Communication Skills & Experience (2+ years)
• Strong customer service or client support background, with the ability to communicate effectively with clients and internal teams.
• Attention to Detail
• Ability and experience in handling data, reporting, and permissioning systems with a high level of precision, ensuring everything is managed correctly and accurately.
• Collaboration and Teamwork
• Proven experience working in cross-functional teams, collaborating to achieve common goals and supporting others in achieving team success.

• Passion for helping clients succeed and finding satisfaction in solving their problems.
• A proactive approach to owning processes and identifying opportunities for improvement.
• Eagerness to participate in a dynamic team, contribute ideas, and continue learning.
• Interest in growing into an Account Manager role, with potential career progression.
• Ability to foster trust and build strong relationships with clients and colleagues.
• Flexible, with ability to adjust to process and product changes.
• Desire and ability to be part of a fast-paced, high-growth, and entrepreneurial team.
• Posses a professional presence and business acumen.
• Excellent written and verbal communication skills.

In good faith our salary range for this role is $70,000 - $80,000 but are not tied to it. Final offer amount will be at the company’s sole discretion and determined by multiple factors, including years and depth of experience, expertise, and other business considerations. Our community is fueled by diverse people who welcome differing points of view and the opportunity to learn from each other. Our team is passionate about building a product people love and a culture where everyone can innovate and thrive.

BENEFITS & PERKS:

• Unlimited PTO. Unplug and rejuvenate, however you want—whether that’s vacationing on the beach or at home on a mental-health day.
• $1,000 Learning & Development Fund. No matter where you are in your career, always invest in your future. We encourage you to attend conferences, take classes, and lead workshops. We also host hackathons, brunch & learns, and other employee-led learning opportunities.
• Remote-First Environment. People thrive in a flexible and supportive environment that best invigorates them. You can work from your home, cafe, or hotel. You decide.
• Health Care and Financial Planning. We offer a comprehensive medical, dental, and vision insurance package for you and your family. We also offer a 401(k) for you to contribute. 
• Gym Allowance or $1,650 Annual Fitness Fund. Regular exercise offers a plethora of mental and physical health benefits. You can enroll at your preferred gym, or take advantage of our fitness fund, which can be used toward at-home workout equipment (yes, including a Peloton).
• New Family Bonding. Primary caregivers can take 12 weeks off 100% paid leave, while secondary caregivers can take 3 weeks. Returning to work after bringing home a new child isn’t easy, which is why we’re flexible and empathetic to the needs of new parents.

dv01 is an equal opportunity employer and all qualified applicants and employees will receive consideration for employment opportunities without regard to race, color, religion, creed, sex, sexual orientation, gender identity or expression, age, national origin or ancestry, citizenship, veteran status, membership in the uniformed services, disability, genetic information or any other basis protected by applicable law.