Responsibilities
- Lead, hire, and develop a team of Account Managers to deliver customer and revenue outcomes, while maintaining a high talent bar through coaching, performance management, and thoughtful hiring decisions
- Own net revenue retention and the strategic direction of your segment, proactively managing renewal risk, expansion pathways, and customer growth
- Set the strategic direction for your segment, aligning account priorities and capacity to business goals
- Coach Account Managers on value by learning the customer’s business, identifying their pains, and winning over key decision-makers
- Act as a technical subject matter coach on complex financial workflows, ERPs, and integrations to support executive-level conversations and complex deal strategy
- Build and maintain operating cadence across pipeline reviews, forecasting, QBRs, CRM hygiene, and deal qualification to provide predictability to the business
- Own forecast accuracy for your segment and communicate risks, trends, and opportunities to senior sales and revenue leadership
- Partner cross-functionally with Risk, Underwriting, Legal, Deal Desk, Product, RevOps, and Marketing to balance customer needs with revenue impact
- Serve as an escalation point for complex customer or commercial situations, making tradeoffs that balance customer value, revenue, and risk
- Advocate for the voice of the customer by surfacing insights that influence product direction and improve the customer experience
Requirements
- 3+ years of experience managing, coaching, and developing teams in a Fintech, SaaS, or high-growth environment
- Experience leading teams that manage a book of business with ownership over account health, executive relationships, renewals, and expansion
- Fluency in modern finance and financial technology, including experience with ERPs, spend management platforms, or AP automation tools
- Strong business acumen with the ability to coach teams on engaging CFOs, Controllers, and FP&A stakeholders
- Ability to analyze product usage data and performance trends and drive action through team execution or process improvement
- Demonstrated success partnering cross-functionally and influencing internal teams based on customer insights
Nice to Have
- Experience in credit card or spend management, with working knowledge of limits, rewards, and underwriting
- Background in corporate accounting or financial systems
- Familiarity with sales tools including Salesforce, Gong, and others
- Series 7 license
Work Arrangement
Hybrid — New York
Additional Information
- We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday
- As a perk, we also have up to four weeks per year of fully remote work