Account Manager

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.