Account Manager, Financial Services - Remote

Overview

The Account Manager, Financial Services is responsible for developing three-dimensional relationships with customers and key stakeholders in order to effectively retain and grow our customer base.

In Short

• Develop relationships with financial clients.
• Serve as the main point of contact for clients.
• Collaborate with account executives to identify new business opportunities.
• Maximize retention rates and drive adoption of solutions.
• Conduct business reviews with key stakeholders.
• Plan and execute onboarding and training initiatives.
• Communicate effectively with users and decision-makers.
• Extract client knowledge to inform internal teams.
• Prevent churn by identifying revenue at risk.
• Engage in proactive outreach to clients.

Requirements

• Strong relationship management skills.
• Experience with Fortune 1000 clients.
• Business acumen and understanding of SaaS best practices.
• Exceptional communication skills.
• Ability to learn and adapt quickly.
• Commitment to delivering results.

Benefits

• Competitive salary range.
• Equity options available.
• Generous benefits program.
• Opportunity to work in a rapidly growing company.
• Supportive and inclusive work environment.