Tax Senior

Senior Account Manager : Fintech / Financial Services SaaS, Profitable Startup, Uncapped Earnings!

This Jobot Job is hosted by : Patrick Murphy

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and sending us your resume.

Salary : $200,000 - $400,000 per year

A bit about us :

A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services.

They’re profitable, growing rapidly, and backed by a strong client base of over 100+ financial institutions nationwide.

Why join us?

OTE : $300K+ (uncapped)

Benefits : Medical, dental, vision (company covers most premiums), 401(k) with match, PTO

In-Office Culture : Fast-moving, collaborative, and ownership-driven environment in New York City

Job Details

About the Role :

The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion.

You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology.

Responsibilities :

Deepen and expand relationships with existing partners to increase adoption and utilization

Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies

Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset

Collaborate cross-functionally to ensure client feedback informs future product direction

Analyze performance metrics to identify trends and demonstrate ROI

You’ll Thrive Here If You Are :

A strategic partner who drives business outcomes, not just account maintenance

A builder who enjoys creating and iterating new client engagement strategies

A collaborative operator who thrives in a fast-paced, high-ownership environment

An empathetic communicator who can influence executives and distill complex ideas clearly

What You Bring :

5–8+ years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred)

Proven record managing high-value client relationships with measurable expansion or retention results

Strong executive presence and ability to communicate with senior decision-makers

Excellent written, verbal, and presentation skills

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

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