Account Manager, Financial Services
Job Summary
Owning a named book of high-value Financial Services clients, the full-time Account Manager will manage renewals, customer health, and expansion opportunities while working in a hybrid environment based in New York City or remotely from San Francisco.
Key responsibilities
- Own renewals end-to-end, including strategy, forecasting, and execution
- Identify and drive expansion opportunities by collaborating with Account Executives
- Lead executive conversations and business reviews to ensure sustained value delivery
Required qualifications
- Strong understanding of financial services operations and stakeholder engagement
- Experience in SaaS account management, including renewals and metrics-driven execution
- Proven ability to manage competing demands in a high-pressure environment
- Demonstrated commercial acumen with a focus on outcomes and risk management
- Ability to build multi-threaded relationships across various client levels
Complete Job Description
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