Account Manager, Financial Institutions
About the Role
You will own the post-sale customer relationship for financial institution clients. You will manage renewals and expansions, execute discovery and pricing, maintain accurate pipeline and forecasts in Salesforce, respond rapidly to customer requests, surface feedback to cross-functional teams, and ensure customers realize ongoing value from the product.
Requirements
- 3+ years of experience in account management, customer success, or post-sale SaaS roles
- Experience managing renewals, expansions, and commercial conversations with quota responsibility
- Familiarity with financial crime compliance, risk, or related domains such as AML, sanctions, or KYC or strong aptitude to ramp quickly
- Ability to manage a high-volume book of business with competing priorities and tight timelines
- Strong customer presence and credibility with senior and working-level stakeholders
- Proficient with CRM and sales tooling such as Salesforce and disciplined about pipeline hygiene and forecasting
- Highly autonomous, accountable, adaptable, and collaborative
Responsibilities
- Own and manage a book of 70+ financial institution accounts as primary point of contact
- Build and maintain trusted relationships with key customer stakeholders
- Drive end-to-end renewal execution including discovery, proposal development, pricing, contracting, and close
- Identify and execute upsell and cross-sell opportunities to meet quota
- Align solutions to customer workflows to ensure consistent product value
- Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce
- Respond rapidly to customer inquiries and requests within three business hours
- Partner cross-functionally to resolve customer issues and surface feedback