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Rokt

Strategic Account Manager, FinServ

Posted 2 Days Ago
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In-Office
New York, NY, USA
134K-235K Annually
Senior level
In-Office
New York, NY, USA
134K-235K Annually
Senior level
Lead and expand a strategic, multi-brand Financial Services partnership by managing stakeholder relationships, commercial negotiations, project workstreams, and data-driven growth opportunities. Drive product adoption, create mutual action plans and QBRs, enable Sales/GTM with playbooks and training, and codify repeatable GTM motions across the Financial Services pipeline.
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We are Rokt, a hyper-growth ecommerce leader. Rokt is the global leader in ecommerce, unlocking real-time relevance in the moment that matters most. Rokt’s AI Brain and ecommerce Network powers billions of transactions connecting hundreds of millions of customers, and is trusted to do this by the world’s leading companies.

Rokt is an AI-first company. We are a team of builders helping smart businesses find innovative ways to meet customer needs and generate incremental revenue. Leading companies drive 10-50% of additional revenue—and often all their profits—from the extra products or services they sell. This economic edge unleashes a world of possibilities for growth and innovation.

At Rokt, we practice transparency in career paths and compensation. We believe in transparency, which is why we have a well-defined career ladder with transparent compensation and clear career paths based on competency and ability. Rokt’stars constantly strive to raise the bar, pushing the envelope of what is possible.

We Are Looking For a Strategic Account Manager, Financial Services

Target total compensation ranges from $221,000 - $235,000, including a fixed annual salary of $134,000 - $143,000, an employee equity plan grant, Short Term Incentive Plan, and world-class benefits. 

This role sits within our Strategic Key Accounts team in New York and will support one of Rokt’s most strategic, complex, and high-visibility Financial Services partnerships.

As a Strategic Account Manager, Financial Services, you will help deepen and scale Rokt’s partnership with a large, multi-brand, multi-product strategic account. You will operate at the center of a fast-moving account environment, partnering closely with senior client stakeholders and internal teams across Product, Solutions, Operations, GTM, and Sales.

This is a high-impact role for someone with a strong partnerships, strategic account management, fintech, payments, or consultative commercial background. You will be responsible for driving value across the partnership, managing complex workstreams, supporting commercial and negotiation conversations, and keeping Rokt and our partner accountable to shared goals.

You will also play an important role in helping run partnership sales enablement . This includes supporting partner Sales and GTM teams with channel activation, training, playbooks, deal support, and repeatable commercial motions that can help us pursue and close similar Financial Services opportunities.

This is an ideal role for someone who is highly organized, commercially sharp, comfortable with ambiguity, and energized by building structure around complex opportunities.

About the Role

In this role, you will act as a strategic operator and partnership lead across a high-priority Financial Services account. You will help manage and expand a complex partnership spanning multiple brands, products, stakeholders, commercial models, and data-driven growth opportunities.

You will combine relationship management, project management, negotiation, and commercial judgment to help the client achieve its objectives while expanding Rokt’s impact across the account. You will work closely with clients to identify opportunities, remove blockers, shape value-based commercial structures, and ensure Rokt continues to deliver measurable outcomes.

Internally, you will serve as a quarterback across teams, helping translate client priorities into clear action plans, keeping stakeholders aligned, and ensuring momentum across multiple parallel initiatives. You will also create leverage for the broader team by codifying learnings, supporting enablement, and helping build a repeatable GTM motion for strategic Financial Services partnerships.

What You’ll Do

  • Own strategic account management across a complex, multi-brand Financial Services partnership, driving growth, product adoption, and partner health.
  • Build and maintain trusted relationships with senior client stakeholders, navigating commercial discussions and strategic priorities with credibility.
  • Manage concurrent internal and external workstreams across Product, Solutions, Operations, GTM, and client teams with precision and follow-through.
  • Lead structured account planning through Mutual Action Plans, Joint Business Plans, QBRs, and executive touchpoints.
  • Own commercial and negotiation workstreams, keeping Rokt and the client aligned on shared goals, deal structures, and success measures.
  • Proactively identify, size, and advance growth opportunities across brands, products, and business units.
  • Contribute to data partnership discussions and value-based commercial structures, translating technical concepts into business outcomes.
  • Use data and AI-enabled tools to improve decision-making, surface risks early, and optimize partner outcomes.
  • Partner with Sales and GTM teams to improve channel activation through training, playbooks, and deal support.
  • Translate best practices from this account into repeatable motions for the broader Financial Services pipeline.

Requirements

About You
  • 6+ years of experience in strategic account management, partnerships, client success, consulting, or a comparable customer-facing commercial role.
  • Background in payments, fintech, financial services, ecommerce, media, or technology; familiarity with the retail media or programmatic ecosystem is a plus.
  • Consultative and commercially fluent — you engage clients as a strategic partner and can hold your own in conversations ranging from deal structure to data partnerships to executive strategy.
  • Comfortable navigating matrixed, fast-moving, or restructuring organizations, and can build trust across multiple stakeholder groups simultaneously.
  • Experience with commercial deal structuring and negotiation, including an understanding of how contracts, value-sharing arrangements, and pricing frameworks come together.
  • Exceptional project manager: you create structure, keep teams accountable, and drive work forward without hand-holding.
  • Proactive and data-driven — you surface recommendations and use AI tools to scale your impact and raise the quality of execution.
  • Builder DNA: you move with urgency, adapt quickly, and constantly look for ways to improve outcomes.
What Success Looks Like

In months 6–12, success in this role will mean:

  • Client stakeholders view you as a trusted partner driving value, clarity, and accountability.
  • Key workstreams across product adoption, commercial opportunities, and expansion move faster and with fewer gaps.
  • Growth opportunities are proactively identified, sized, and advanced across brands and business units.
  • Sales and GTM teams are better enabled to pursue and close similar Financial Services opportunities.
  • Best practices from this account are documented and traveling across the broader pipeline.

Benefits

About Rokt’stars:

As a mission-driven, hyper-growth community of curious explorers, our ambition is to unlock real-time relevancy in ecommerce and beyond. Our bias for action means we are not afraid to quickly venture into uncharted territories, take risks, or challenge the status quo; in doing so we either win or learn. We work together as one aligned team, never letting egos get in the way of brilliant ideas. We value diversity, transparency, and smart humble people who enjoy building a disruptive business together. We pride ourselves on being a force for good as we make the world better. 

About The Benefits:

We leverage best-in-class technology and market-leading innovation in AI and ML, with all of that being underlined by building and maintaining a fantastic and inclusive culture where people can be their authentic selves, and offering a great list of perks and benefits to go with it:

  • Become a shareholder. Every Rokt’star gets equity in the company
  • Every employee has enterprise access to leading AI tools (Claude, ChatGPT, Gemini, Replit,  etc) building AI fluency as a core skill, not a side project
  • Enjoy catered lunch every day and healthy snacks in the office. Plus join the gym on us! 
  • Access generous retirement plans like a 4% dollar-for-dollar 401K matching plan and get fully funded premium health insurance!
  • Dog-friendly office
  • Extra leave (bonus annual leave, sabbatical leave etc.) 
  • Work with the greatest talent in town
  • See the world! We have offices in New York, Seattle, Sydney, Tokyo and London

We believe we’re better together. We love spending time together and are in the office most days (teams are in the office minimum 4 days per week). 

We at Rokt choose to create a company that is as diverse and inclusive as the world we live in by attracting, growing & keeping the best talent. Equal employment opportunities are available to all applicants without regard to race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If this sounds like a role you’d enjoy, apply here, and you’ll hear from our recruiting team.

HQ

Rokt New York, New York, USA Office

Historically the printing hub of NYC, Hudson Square is now considered the “Creative District” of the city. It is a vibrant place filled with the minds hard at work shaping tomorrow. Rokt’stars have easy access to their pick of 5 coffee shops on the block; and the 1 train just feet away from the door

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