Account Manager

Location: New York, NY
Work Model: Full-time, Onsite
Industry: Fintech / SMB Financial Services
Compensation: $120,000–$165,000 base salary + equity

About the Company

Our partner is a high-growth, Series A fintech company building modern financial products for small and medium-sized, brick-and-mortar businesses across the U.S. With rapid revenue growth and a lean team, the company focuses on delivering tangible financial value to real-world operators in industries such as healthcare, automotive, and other owner-operated businesses. The team operates with a strong bias toward ownership, speed, and customer outcomes.

The Opportunity

Our partner is hiring an Account Manager to join the customer-facing team and play a critical role in supporting, retaining, and growing existing customer relationships. This role sits at the intersection of customer success, operations, and revenue expansion. You’ll work directly with SMB owners to understand their financial needs, guide them toward the right solutions, and ensure long-term success on the platform.

As one of the earlier hires in this function, you’ll have meaningful ownership and the opportunity to help define how account management and customer operations scale as the company grows.

Responsibilities

• Serve as the primary point of contact for inbound customer requests and ongoing account management.
• Build trusted relationships with SMB owners and operators post-close.
• Identify customer needs and guide them toward appropriate financial products and solutions.
• Drive account expansion through upsell and cross-sell opportunities.
• Monitor customer engagement, retention, and satisfaction metrics.
• Partner with product, marketing, and operations teams to surface customer feedback and improve workflows.
• Help design and implement processes, tooling, and best practices as the account management function scales.

Requirements

• Experience in account management, customer success, solutions, or sales roles, preferably in fintech, SaaS, or financial services.
• Prior experience in a high-growth or early-stage startup environment strongly preferred.
• Strong communication skills and comfort engaging customers via phone, email, and chat.
• Demonstrated ability to manage relationships and drive account growth.
• Analytical mindset with the ability to interpret customer data and identify trends.
• High ownership mentality and comfort operating in a fast-paced, evolving environment.
• Ability to work onsite in New York, NY.
• Authorization to work in the U.S. (no visa sponsorship available).