Account Enabler, dv01
$70-80k
A data hub between lenders and capital markets
Be an early applicant
A data hub between lenders and capital markets
101-200 employees
Be an early applicant
$70-80k
101-200 employees
Company mission
To unlock the value data by building the most comprehensive structured products data library and analytical tools to transform workflows.
Role
Who you are
- 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
What the job involves
- 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
- 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
Our take
Analyzing and utilizing huge data sets is a laborious process for investors and the consumer lending industry. Sifting through databases with tens of thousands of cells is already tedious, and the analysis of international data through archaic technology presents further complications.
dv01 believes these challenges have the potential to result in a financial endemic. It aims to solve it through end-to-end data management, reporting, and analytic solutions designed bespoke for mortgage and consumer lending markets.
Whilst there are competitors offering similar, individual services in this space, dv01 stands out by providing an end-to-end platform. This has been successful in attracting over 400 companies including Redwood Trust, Lending Club, and Western Asset.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Jan 2021
$6m
SERIES B
Jan 2019
$15m
SERIES B
Total funding: $36.5m
Company benefits
- In-Person Team Building Events & Annual Company Offsite
- Peer Recognition program
- Virtual Coffees & Hangouts
- Remote Work with Office Space in New York
- Cultural Awareness and Impact Events
- Free All-Access Equinox Pass or Health and Wellness Stipend
- Virtual Team Workouts
- Nearly 100% Paid Health Insurance
- Unlimited PTO
- Free One Medical Membership
- Entrepreneur Panel Discussions
- Lunch & Learns
- Prototype Days
- Learning and Development Allowance
- 401(k) Plan via Guideline
Company values
- Hunger for excellence: We are hungry to learn, hungry to be the best we can be, and hungry to do it every day
- Accountability: We are accountable, knowing our roles, performing them, and be reliable teammates
- Radical candor: Feedback is a continuous process. We challenge each other directly and share how we feel, but with respect
- Collaboration: We inherently cannot succeed unless we work together and learn from each other
- Innovation: We constantly push ourselves to challenge prevailing assumptions and develop new ideas that simplify and/or increase efficacy
- Integrity: There are no hacks or shortcuts to success, we need to put in the work and do the right thing for our teammates, our clients, and our company
- Transparency: We are all stakeholders in this business and we should have insights into what's going on across the company
- Sense of Humor: Being able to joke with each other and lighten up the mood is crucial to creating a balanced work environment that everyone's excited to show up to every day
Company HQ
Flatiron District, New York, NY
Articles
Leadership
Perry Rahbar
(Founder & CEO)Previously the Managing Director at Bear Sterns and then Executive Director at JP Morgan. Co-founded Everyday Hospitality which continues to operate. Current Board Member at Structured Finance Association.
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