Account Manager
The founding Account Manager will build executive relationships, serve as the primary client contact, and drive renewals, upsells, and referrals for financial institution customers. The role requires 3+ years in business development, customer success, or implementation and confidence with C-level stakeholders.
About the job
Responsibilities
- Build and maintain strong relationships with C-suite executives and client teams.
- Serve as the primary point of contact for financial institutions, payment providers, and fintech companies.
- Drive account growth through upsells, renewals, and referrals by ensuring customer success.
- Develop expertise in customers’ workflows and pain points and partner with internal teams to address them.
- Create playbooks, feedback loops, and operational processes to scale the account management and customer success function.
- Work directly with the CEO and collaborate with product and engineering teams to scale customer operations.
Requirements
- 3+ years of experience in business development, customer success, or implementation at a fast-growing startup or highly competitive environment such as management consulting, banking, or venture capital.
- Understanding of how financial institutions adopt and operationalize compliance and fraud tools.
- Excellent communication skills and a professional presence with executives and in QBRs.
- Confidence working with C-level stakeholders and navigating ambiguity.
- Resilience, grit, initiative, curiosity, and a strong feedback orientation.
Compensation and Benefits
- $120,000–$170,000 salary plus equity.
- Commission-based variable compensation.
- Flexible PTO.
- 100% company-paid health, dental, and vision premiums.
- 401(k) with company match.
- HSA contributions on applicable plans.
- $250 monthly gym stipend.
Skills
Customer Success, Business Development, Implementation, Account Management, Upselling, Renewals, Client Relationships, Fraud Prevention, Compliance, Financial Institutions
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