Account Manager
JobgetherRemotely
crmhubspotcustomer successfintechb2bsaasbusiness & managementquo
Job Description
📋 Description
- Own the commercial relationship for a portfolio of high-value customers, including premium-tier
- Onboard new customers during their first week, establishing strong relationships and understanding
- Serve as the primary contact for commercial matters with high responsiveness.
- Conduct quarterly business reviews covering credit, capital, transactions, health, product
- Manage capital and financing conversations end to end from discovery through underwriting handoff.
- Explore customers’ cash flow dynamics and financing needs to identify capital opportunities.
🎯 Requirements
- 3+ years of experience in B2B account management or customer success, preferably in fintech
- Proven ability to grow and retain a high-value customer portfolio, with strong expansion and churn
- Consultative selling and relationship-management skills to translate customer needs into commercial
- Experience managing relationships with founders, executives, finance leaders, or senior
- Confidence leading quarterly business reviews and strategic conversations.
- Strong understanding of business financials and ability to connect model, cash flow, and growth
🎁 Benefits
- Competitive salary and comprehensive benefits package.
- PTO.
- Health insurance.
- Home-office budget for remote workspace.
- Learning and development bonus for growth.
- Fully remote work environment in Canada.
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