Job Description

JOB DESCRIPTION:

As an Account Manager team member, you will deliver value to our customers and revenue for our business by owning the implementation, expansion, and retention of a portfolio of current customers. As an early member of the team, you will have the opportunity to help build and refine the companies scaled account management motion. This is a customer-facing role that requires a passion for the customer.

Responsibilities:

• Partner with Account Executives to smoothly onboard customers to the company's card program and platform.
• Build strong relationships with around customers across ~30 accounts, understanding their needs and keeping a pulse on account health (Customers can include controllers, CFO’s, business owners, VP’s, etc.)
• Own retention and growth across your book of business—driving spend and identifying expansion opportunities.
• Run Quarterly Business Reviews to uncover growth opportunities and collaborate with clients on strategy and upcoming product updates.
• Work closely with product, support, and marketing to share customer insights and help improve our roadmap and communication strategy.

Requirements:

• 2–5 years of experience in account management, implementation, or customer success—ideally in SaaS or financial services.
• Proven experience and understanding of the dynamics within a venture-backed company, including its growth-oriented environment and strategic ambitions
• A proactive mindset when it comes to spotting customer needs and growth opportunities.
• Familiarity with basic sales tools and metrics.
• Comfortable with change and excited to grow with a fast-moving startup.

COMPENSATION:

$70,000-$80,000/yearly

Exact compensation may vary based on several factors, including skills, experience, and education.

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