Account Manager (Fintech SaaS)
Indexed description
What You'll Do
- Own Your Accounts: Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor
- Drive Retention & Growth: Own renewal cycles and identify upsell and cross-sell opportunities within your book of business
- Consultative Engagement: Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs
- Strategic Multi-Threading: Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors
- Pipeline Hygiene: Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC)
- The Relationship Builder: 3-7+ years in B2B SaaS with 2+ years specifically in account management, customer success, or renewal-focused roles
- Fintech/Compliance Fluency: Experience selling into or managing accounts within financial services, professional services, or regulated industries
- Commercial Mindset: A track record of hitting net revenue retention (NRR) targets through expansion and renewal — not just satisfaction scores
- Multi-Stakeholder Navigation: Comfortable managing complex organisations and aligning multiple decision-makers to outcomes
- Process-Driven: Disciplined CRM habits and a structured approach to account planning and forecasting
- Competitive base salary + uncapped commission (PE-backed stability)
- Full health benefits and flexible PTO
- An opportunity to join a company undergoing a major scaling phase post-acquisition
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