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Strategic Account Director - Financial Services



Accounting & Finance, Sales & Business Development
United States · Remote
Posted on Tuesday, July 9, 2024
Job Type

Join our dynamic team at CeriFi where EdTech innovation meets a vibrant remote work culture. As a tech-savvy company backed by Leeds Equity Partners, we are at the forefront of industry trends. We empower professionals to supercharge their careers through technology-driven education. We provide financial and legal experts with cutting-edge training, certification, and continuing education opportunities. Our approach is laser-focused on student and customer success enabled by our innovative learning technologies and we're revolutionizing career development.

We are seeking a Strategic Account Director – Financial Services who can drive revenue by developing and managing strategic alliances at a regional and national territory level in order to maximize exposure of the CeriFi products, be an in-kind resource, and oversee all facets of brand growth.

Roles and Responsibilities:

  • Maintain and grow existing relationships and develop new firm partnerships to grow our market share or all CeriFi offerings
  • Responsible for Territory Planning, Account Planning, and Forecasting
  • Seek to achieve trusted advisor status with key decision-makers, influencers, and stakeholders in the assigned accounts and territories
  • Conduct Quarterly Business Reviews and other meetings to ensure connectivity and shared vision for success in the companies we support
  • Travel to meetings, conduct presentations, and attend conferences when needed
  • Account strategy execution: Minimum of monthly account calls with Regional Account Managers to set goals/expectations and align strategy by firm
  • Coach: Become a resource for Regional Account Managers with regards to firm pricing, reimbursement and enrollment processes
  • Support: Provide backup support for Regional Account Managers when needed
  • Train: Help with new hire training for your accounts
  • Communicate and influence: Effectively communicate all CeriFi products and benefits to effectively promote programs to prospective partners
  • Coordinate and conduct monthly or quarterly webinars for accounts to support revenue growth
  • Uphold all university and company brand standards in every communication with accounts.
  • Must be a team player and promote positive culture
  • Bachelor’s degree in Business, Marketing, or Finance preferred
  • 3-5 years national b2b sales experience with proven track record in success
  • Ability to handle multiple tasks and due date pressures utilizing strong planning, organization and time management skills while generating a high level of quality work product
  • Technically savvy: Must be proficient and skilled in technology applications, including Microsoft Suite, Outlook/E-mail, Web Applications, CRMs, etc.
  • Salesforce.com experience preferred
  • A willingness to learn, and the motivation and drive success through consistent hard work
  • Able to work independently


CeriFi is a diversified education, training, and certification provider serving professionals across the financial services market. As the best in class provider of lifelong learning for the financial services professional, we intend to continue to expand CeriFi's product offering to more holistically address the needs of financial institutions through organic and acquisition initiatives. CeriFi companies include Dalton Education, Pass Perfect, Money Education, and the Association of Certified Financial Crime Specialist.

Dalton Education is a leading provider of innovative Certified Financial Planner (CFP®) education and exam preparation solutions. Dalton Education has a long history of providing high quality curriculum and instruction, which has consistently led to the highest CFP® exam pass rates in the country. Dalton Education provides its high-quality CFP® education in partnership with leading university partners.

Pass Perfect is a leading provider of FINRA licensing exam training to the financial services industry. Founded in 1988, PassPerfect has successfully trained over one million securities professionals with its proprietary FINRA exam preparation solutions. Pass Perfect offers a comprehensive solution that is differentiated based upon its superior quality of content and unique interactive learning technology.

ACFCS was conceptualized by a group of esteemed representatives from regulatory, law enforcement, banking, securities firms, and other institutions who concluded that financial crime prevention certifications and training were ready to evolve to meet the new reality of financial crime. They embraced the need for training with a broad focus, AML knowledge was no longer enough. The result: ACFCS was born along with its Certified Financial Crime Specialist,

CFCS, examination covering a robust AML training program in addition to addressing cyber-crimes, fraud, bribery, corruption, tax evasion, sanctions, terrorist financing, compliance programs, asset recovery, crypto crimes, and investigations.

CeriFi is an innovative workplace and is consistently growing and changing. We look forward to adding new team members to our company that will help us build upon our existing culture. Our core values as a company is to do the right thing by our students, the right thing for our partners, and the right thing for each other.