Account Manager
Job Summary
Owning the full post-sale lifecycle for a set of customers, the full-time remote Enterprise Account Manager will manage onboarding, drive adoption, and ensure renewal success while fostering strong relationships and preventing churn.
Key Responsibilities
- Act as the primary owner for customer onboarding, guiding them through setup and activation within the first 60 days
- Drive user adoption and monitor engagement, building playbooks to enhance customer value realization
- Manage renewal processes, ensuring timely execution and alignment with customer goals to maintain account health
Required Qualifications
- 2 to 5 years of experience in Account Management, Customer Success, or Onboarding at a B2B SaaS company
- Experience in wealth-tech, fintech, or regulated SaaS environments
- Proven track record of driving fast time-to-value and strong renewal outcomes
- High technical curiosity and ability to learn product workflows and integrations
- Strong organizational skills with the ability to manage multiple accounts simultaneously
Complete Job Description
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