Account Manager

About DAT

Application Deadline: 5/31/2026

The Opportunity

DAT is looking for a relationship-driven Customer Success Manager (Account Manager), located in Seattle, to own the post-sale experience for our highest-value customers. This person will sit at the intersection of onboarding, retention, and expansion — serving as a dedicated, knowledgeable point of contact for VIP accounts throughout their lifecycle. If you thrive on building trust, navigating nuanced commercial conversations, and identifying growth opportunities within existing relationships, this role is for you.

What You’ll Do

Onboarding Support

Own the onboarding experience for our top-tier accounts, ensuring a high-touch, personalized journey from day one.

• Lead tailored product demos for VIP customers during the onboarding phase, adapting content to each account's specific use case.
• Act as a dedicated resource that VIP customers can rely on — someone who knows their account and proactively drives them toward early value realization.
• Partner with underwriting teams to resolve outstanding post-close UW items quickly, reducing friction and accelerating time-to-value.
• Track onboarding milestones and CSAT signals, flagging risk early and adjusting your approach accordingly.

Retention & At-Risk Account Management

Serve as the primary point of contact for customers with rate reduction requests or who have submitted cancellation notices.

• Navigate sensitive commercial conversations with empathy, clarity, and a thorough understanding of what solutions are commercially viable.
• Develop and execute save strategies for at-risk accounts, balancing customer needs with business constraints.
• Maintain a consistent, reassuring voice during churn conversations — one that preserves the relationship regardless of the outcome.
• Track and report on retention outcomes, building a feedback loop that informs product, pricing, and CS strategy.

Account Expansion

Beyond retaining existing revenue, proactively identify and pursue expansion opportunities within the VIP portfolio.

• • Drive growth by working with Underwriting to expand the pool of factorable brokers within existing VIP accounts.
  • Work cross-functionally with Sales, Underwriting, and Product to build the business case for broker expansion opportunities.
  • Conduct regular account reviews to surface unmet needs and position additional value.
  • Accurately forecast and track expansion pipeline and closed expansion revenue.

The Skills and Experience You’ll Bring

• 3+ years of experience in account management, customer success, or a client-facing role — ideally within fintech, insurance, lending, or a B2B SaaS environment.
• Proven track record managing high-value customer relationships with measurable retention and/or expansion outcomes.
• Strong commercial acumen — comfortable navigating pricing conversations and understanding the levers available to retain or grow an account.
• Exceptional written and verbal communication skills; able to tailor messaging to both executive stakeholders and day-to-day operators.
• Highly organized with the ability to manage a large, diverse book of business without letting anything fall through the cracks.
• Collaborative by nature — able to work cross-functionally with Sales, Underwriting, Product, Support, and Operations.
• Experience working within a factoring, transportation finance, or freight brokerage environment.
• Familiarity with CRM tools (e.g., Salesforce, HubSpot).
• Background in conducting product demos or solution-based onboarding sessions.
• Experience building internal business cases or expansion proposals for strategic accounts.

Why DAT?

DAT is an award winning employer of choice.

For starters, we have a hybrid work environment, but we also know what makes a great workplace. We have a time-tested and resolute set of operating values predicated on integrity, mutual respect, open communication, and executing with excellence. These values inform our strategic vision as much as any one of our products does. We’ve been an employer of choice in the Portland metropolitan area for four decades, and within one year of opening our Denver office, DAT was #26 on Built In Colorado’s 100 Best Places to Work In Colorado.

• Medical, Dental, Vision, Life, and AD&D insurance
• Parental Leave
• Up to 20 days of paid time off starting in year one
• An additional 10 holidays of paid time off per calendar year
• 401k matching (immediately vested)
• Employee Stock Purchase Plan
• Short- and Long-term disability sick leave
• Flexible Spending Accounts
• Health Savings Accounts
• Employee Assistance Program
• Additional programs - Employee Referral, Internal Recognition, and Wellness
• Free TriMet transit pass (Beaverton Office) 
• Competitive salary and benefits package
• Work on impactful projects in a cutting-edge environment
• Collaborative and supportive team culture
• Opportunity to make a real difference in the trucking industry
• Employee Resource Groups

Washington State (Including Seattle)

For Washington-based candidates, in compliance with the Washington State Pay Transparency Law, the salary range for this role is $82,000 - $109,000. DAT considers factors such as scope and responsibilities of the position, candidate's work experience, education and training, core skills, internal equity, and market and business elements when extending an offer.

DAT embraces the value of a diverse workforce, and believes it is a core strength of our company that we encourage those values in every DAT employee, at every level of our organization, regardless of tenure or rank. We provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

DAT embraces the value of a diverse workforce, and believes it is a core strength of our company that we encourage those values in every DAT employee, at every level of our organization, regardless of tenure or rank. We provide equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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