Account Manager, Financial Institutions

About the role

The Account Manager, Financial Institutions will join TRM’s US Private Sector team, focused on protecting and expanding existing customer revenue. This is a fast-paced, high-ownership role managing a large book of accounts that move quickly and require disciplined execution.

Responsibilities

• Own and manage a book of ~70+ financial institution accounts, serving as the primary point of contact across renewals, expansions, and ongoing engagement
• Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, and operational priorities
• Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining ≥95% Net Revenue Retention
• Identify and execute upsell and cross-sell opportunities within existing accounts to achieve individual quota targets
• Ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs
• Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools
• Respond rapidly to customer inquiries and requests (
• Partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience
• Develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM

Requirements

The ideal candidate is customer-obsessed, highly organized, commercially sharp, and comfortable operating autonomously across a high-volume portfolio.

Qualifications

• 3+ years of experience in Account Management, Customer Success, or post-sale SaaS roles, ideally supporting financial institutions
• Experience managing renewals, expansions, and commercial conversations with quota responsibility
• Familiarity with financial crime compliance, risk, or related domains (AML, sanctions, KYC), or strong aptitude to ramp quickly
• Comfort managing a high-volume book of business with competing priorities and tight timelines
• Strong customer presence with the ability to build trust and credibility across senior and working-level stakeholders
• Clear, direct communicator who listens actively and drives alignment on next steps
• Proficient with CRM and sales tooling (e.g., Salesforce); disciplined about pipeline hygiene and forecasting
• Highly autonomous and accountable; owns outcomes and follows through on commitments
• Adaptable and resilient in a fast-moving environment where priorities evolve quickly
• Collaborative team player who works effectively across Sales, CS, Product, and Operations

Skills

AI Fluency at TRM: AI fluency is a baseline expectation at TRM. We believe AI meaningfully changes how top performers operate. We expect every team member to use AI to accelerate and reimagine their craft, not just automate surface tasks.

Benefits

TRM Labs is committed to providing reasonable accommodations to applicants with disabilities, and requests can be made via this form.

Pay

Details on compensation will be shared during the interview process.

Schedule

Our team predominantly operates in the EST timezone, with some members in PST. We start our day around 8:00 am and typically finish after 5:00 pm. While we may work beyond standard hours when necessary, we deeply respect family time and strive not to intrude on it. We're committed to contributing whenever needed, ensuring our team's success isn't confined to a 40-hour workweek.