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Account Manager - Enterprise - Scaled

Manages high-volume portfolio of enterprise territory accounts through onboarding, implementation, launch, and early growth. Builds scalable processes using automation and AI to drive customer activation, revenue, and operational efficiency in fintech/SaaS environment.

172k – 215kNew York, NYSan Diego, CAAccount ManagementHybrid5+ YOE

About the role

Responsibilities

  • Manage a high-volume portfolio of territory accounts through onboarding, implementation, launch, and early growth stages
  • Partner with customers to ensure successful product activation and revenue generation as quickly and efficiently as possible
  • Build scalable processes and operational frameworks for managing customer engagement across a large book of business
  • Identify opportunities to leverage automation, AI, and tooling to improve efficiency, customer experience, and account coverage
  • Create repeatable playbooks for onboarding, customer health tracking, adoption, escalation management, and account graduation
  • Act as a strategic advisor to customers by helping them navigate implementation challenges and identify opportunities for growth
  • Monitor customer performance metrics and proactively drive actions that improve activation, engagement, and revenue outcomes
  • Build a classification rubric and prioritization model based on projected revenue potential and speed to scale for the accounts in your portfolio
  • Determine when accounts are ready to transition into a long-term growth or strategic account management model
  • Partner cross-functionally with Sales, Product, Engineering, Support, and Operations teams to improve customer outcomes and internal processes
  • Surface customer feedback and operational insights to influence product improvements and scalable solutions
  • Help define and evolve the team’s operating model as the business and customer base grow

Qualifications

  • 5+ years of experience in account management, customer success, consulting, operations, partnerships, or a related customer-facing role
  • Experience managing a large portfolio of accounts in a fast-paced, high-growth environment
  • Experience supporting customer onboarding, implementation, or post-sales growth motions at scale
  • Strong operational mindset with a track record of building or improving scalable processes and workflows
  • Demonstrated ability to balance strategic thinking with hands-on execution
  • Experience using systems, automation, or AI tools to improve operational efficiency and customer engagement
  • Strong project management and organizational skills with the ability to manage multiple priorities simultaneously
  • Excellent communication and stakeholder management skills, both internally and externally
  • Analytical and data-driven approach to problem solving and decision making
  • High degree of ownership, adaptability, and comfort working in ambiguous environments
  • Experience in B2B, fintech, SaaS, APIs, payments, or other technology-driven industries
  • Experience designing scaled customer success or account management programs (preferred)
  • Familiarity with CRM systems, customer engagement platforms, workflow automation tools, or AI-enabled productivity tools (preferred)

Skills

Crm SystemsAutomationAISaaSFintechAPIsPaymentsProject ManagementData AnalyticsWorkflow Tools

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