Account Manager
Manages a portfolio of high-growth customers in financial products, driving adoption, retention, expansion, and revenue growth while gathering feedback to influence product direction. Requires 2-5 years in Customer Success or Account Management in FinTech/SaaS.
About the job
What You’ll Do
- Own customer relationships: Serve as the main point of contact for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and long-term retention.
- Drive revenue growth: Identify opportunities to expand customer value, deepening product adoption, and aligning new Flex solutions to their specific business needs and pain points.
- Proactively manage accounts: Analyze customer health, usage, and spend patterns to anticipate needs and mitigate churn risk.
- Influence product direction: Gather and synthesize customer feedback to help shape future features, workflows, and user experiences.
- Build scalable processes: Help design, refine, and document customer success playbooks for an evolving, fast-moving startup environment.
- Collaborate cross-functionally: Partner with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable business outcomes.
What Makes You a Great Fit
- 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services.
- Proven ability to manage a book of business, drive renewals, and expand account value.
- Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights.
- Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment.
- Strong analytical instincts and a passion for helping customers succeed.
- Proven track record of hitting and exceeding quotas.
- Consistently a top 10% performer.
Skills
Fintech, SaaS, Customer Success, Account Management, Analytical Skills, Financial Services, Revenue Growth, Customer Onboarding, Churn Mitigation, Cross-Functional Collaboration
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