Account Manager, Financial Services (High Growth)

Onsite New York, New York, United States

customer success

greenhouse

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Job description

You will manage relationships with high-value financial services clients in New York. Your role focuses on customer retention, growth, and ensuring the delivery of value through our platform.

Details

New York, hybrid work environment
$100,000 – $120,000 USD base salary
Experience in financial services and SaaS

The work

Own renewals end-to-end, including strategy and execution
Identify and drive expansion opportunities with existing clients
Ensure sustained value delivery throughout the customer lifecycle
Collaborate across teams to maintain CRM hygiene and forecasting accuracy