Account Manager

Job Summary

Owning a book of SMB and mid-market customer relationships, the full-time Account Manager will drive adoption, renewals, and expansion while serving as the primary point of contact for clients in a remote capacity.

Key responsibilities

• Serve as the day-to-day relationship owner for a book of accounts, leading regular check-ins and business reviews
• Coordinate with internal teams to ensure successful customer onboarding and monitor account health and usage
• Manage the renewal process, track retention, and identify expansion opportunities in partnership with Sales

Required qualifications

• Experience managing customer accounts in SaaS, with a preference for FinTech/WealthTech or financial services
• Proven track record of achieving renewal and expansion targets at the SMB-to-Mid-Market scale
• Strong communication and presentation skills across various platforms
• Proficiency with CRM technology and analytics for relationship management and forecasting
• Consultative mindset with the ability to translate product features into business outcomes