Account Manager

Job Title: Account Manager – Fintech

Location: Chicago, IL (Onsite)

Type - Full Time

About the Role

We are seeking a seasoned Account Manager to join our growing team in Chicago. This is a strategic “farming” role focused on managing and expanding relationships with existing enterprise clients within the financial services sector. You will play a critical role in driving revenue growth, ensuring client satisfaction, and aligning internal resources to deliver high-impact solutions to our clients.

This is not a hunting role—your focus will be on account retention, revenue expansion, and client partnership. The ideal candidate will have prior experience working with software or fintech products and a strong track record of managing large, complex accounts in the U.S. banking domain.

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for key accounts, ensuring a strong, long-term strategic relationship.
• Build executive-level connections and foster trust with stakeholders across client organizations.
• Act as a trusted advisor, delivering insights and strategies that align with client goals.

Account Strategy & Growth

• Own and manage a portfolio of Tier 1 and Tier 2 financial institutions.
• Develop and execute account plans to retain clients, increase wallet share, and drive customer success.
• Identify and convert opportunities for upselling and cross-selling fintech solutions.

Sales & Revenue Performance

• Achieve quarterly and annual revenue targets through account expansion and renewals.
• Collaborate with the pre-sales, delivery, and product teams to align offerings with client needs.
• Monitor contract renewals, proactively manage risk, and ensure continuous client engagement.

Client Success & Advocacy

• Understand client pain points, business goals, and evolving requirements to tailor solutions accordingly.
• Ensure high customer satisfaction through regular touchpoints, business reviews, and proactive support.
• Represent client feedback internally, working cross-functionally to enhance product/service delivery.

Domain Expertise

• Develop deep expertise in our fintech platform offerings, including digital banking, AI, and SaaS-based financial solutions.
• Stay updated on industry trends, regulations, and competitor landscape to advise clients strategically.

Ideal Candidate Profile

• 5+ years of experience in an account management, client success, or relationship management role within the software, SaaS, or fintech domain.
• Strong track record of growing strategic enterprise accounts, ideally within banking or financial services.
• Experience managing senior stakeholders, with excellent interpersonal and communication skills.
• Proven ability to drive revenue through upselling, renewals, and solution-based selling.
• Self-starter with high ownership and a consultative mindset.
• Familiarity with U.S. financial institutions and regulatory environment is a strong plus.