Account Manager

About The Role

As an Account Manager, you will own a book of existing business and be responsible for driving revenue through cross-sell, upsell, and expansion motions. You will proactively identify growth opportunities, engage key stakeholders, and execute strategic plays to expand our presence and impact within your accounts. This is not a role for order-takers. We need builders. People who thrive in high-growth, fast-paced environments and want to leave their mark as we scale from disruptor to global category leader. You will partner closely with Customer Success, Product, and Sales to deliver exceptional customer outcomes while growing your accounts in a scalable, repeatable way.

What You Will Do

• Own and grow a portfolio of existing customers across Mid-Market, and Enterprise segments
• Build deep, multi-threaded relationships and uncover whitespace to expand product usage
• Drive upsell and cross-sell opportunities aligned to customer priorities and evolving needs
• Lead commercial conversations and negotiate renewals and expansions
• Own the full renewal cycle end-to-end, including proactive renewal planning, commercial alignment, risk mitigation, and securing long-term agreements that drive retention and net revenue growth
• Collaborate with Customer Success to ensure strong adoption and measurable value realization
• Surface customer insights and expansion blockers to help shape product and go-to-market strategies
• Deliver accurate expansion forecasts and consistently exceed growth targets

What You Bring

• 2–3+ years of experience in account management or sales, with a focus on driving expansion and growth within existing accounts
• Proven success in upselling, cross-selling, and developing growth strategies in software/SaaS
• Excellent commercial and strategic acumen with the ability to align customer challenges to solutions
• Entrepreneurial and proactive mindset with the ability to thrive in a fast-paced, high-growth environment
• Collaborative team player who works cross-functionally to drive outcomes

What We Offer

• Excellent salary
• Stock participation plan
• Flexible paid time off
• Comprehensive medical and dental coverage
• 401K match
• Paid parental leave
• Company-sponsored lunch
• Hybrid mode of work (at least 3 days onsite in our New York City office)
• Make an impact by disrupting the finance industry with us
• A flexible and growing organization with lots of opportunities to learn and develop
• International working environment, with a team of friendly and driven colleagues
• Access to OpenUp and Talkspace, the mental health and wellness platform
• Multiple social activities for team building

Recruitment Process

• Recruiter Screen (30 minutes)
• Hiring Manager Interview (30 minutes) + second interview with Sales Manager (30 minutes)
• Assessment Interview (1 hour)
• Final Interview (45 minutes)

Compensation Range

$180K - $275K