Account Manager, Financial Institutions

A company is looking for an Account Manager, Financial Institutions.

Key Responsibilities

Manage a portfolio of ~70+ financial institution accounts, focusing on renewals and expansions

Build and maintain relationships with key customer stakeholders to understand their needs

Drive renewal execution and identify upsell opportunities to achieve quota targets

Required Qualifications

3+ years of experience in Account Management or Customer Success, preferably in SaaS

Experience with renewals and expansions in a quota-responsible role

Familiarity with financial crime compliance or related domains

Proficient with CRM tools, particularly Salesforce

Ability to manage a high-volume book of business with competing priorities