Account Manager
You will manage and grow client accounts by understanding their needs and aligning solutions to deliver value. You will act as the escalation point for complex issues, collaborate with internal teams to resolve problems, onboard and train clients, gather and analyze feedback, report on performance metrics, and identify upsell and cross-sell opportunities.
Responsibilities
- Manage client relationships
- Act as escalation point for complex client issues
- Collaborate with internal teams to deliver solutions
- Identify upsell and cross-sell opportunities
- Gather and analyze client feedback
- Report on account performance and client satisfaction metrics
- Support client onboarding and training
- Address technical and operational client challenges
- Streamline workflows and internal processes
- Ensure data security and accurate record-keeping
- Provide market insights and competitive intelligence
Requirements
- Experience in a fintech, SaaS, or payment services company
- Proven experience in Customer Success, Account Management, or Customer Operations
- Strong interpersonal and communication skills
- Demonstrated problem-solving abilities
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency in Google Workspace and Microsoft Office
- Experience with CRM software (HubSpot preferred)
- Flexible across time zones