Mid-Market Account Manager

Added
1 hour ago
Type
Full time
Salary
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Related skills

crm account management fintech customer success salesforce

πŸ“‹ Description

  • Own and operate a high-volume book of business, prioritizing time based on account health
  • Maintain rigorous CRM hygiene - accurate account data, activity logging, and pipeline/renewal
  • Identify at-risk accounts early using usage and engagement data, and escalate or intervene before
  • Establish and maintain relationships with day-to-day and senior stakeholders across the portfolio
  • Run structured, efficient touchpoints (e.g., QBRs, check-ins) calibrated to account tier
  • Act as the primary point of contact for accounts, looping in specialists or leadership for

🎯 Requirements

  • 2-4+ years in Account Management or Customer Success, ideally managing a book of business at volume
  • Experience owning renewals and standard commercial negotiations; comfortable operating within
  • Strong organizational and prioritization skills - proven ability to triage a large portfolio
  • Comfortable using account health, usage, and engagement signals to identify risk and opportunity
  • High EQ and ability to build trust quickly and efficiently across a high volume of relationships
  • Experience with Salesforce or a comparable CRM is a plus; experience with customer success or

🎁 Benefits

  • Competitive medical, dental, and vision insurance
  • Company equity
  • 401(k) plan with company match
  • Unlimited paid time off + 13 company paid holidays
  • Parental leave
  • Free Flex subscription

🚚 Relocation support

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