Account Manager Fintech K Ote (Remote)

About the Opportunity

Meritt is partnering with a leader in providing B2B solutions that transform the way businesses handle financial analysis, offering cutting-edge technology to optimize financial performance. With strong financial backing, a high-performing team, and ambitious plans to expand its customer base, this is a chance to play a key role in shaping the future of fintech.

The company specializes in a powerful SaaS platform that enables businesses to streamline their financial data and insights, empowering strategic decision-making. Their solutions are used by diverse industries and are known for enhancing efficiency and data accuracy.

Who We’re Looking For

We are seeking an experienced Account Manager with 3-4 years of SaaS account management experience, specifically someone who has successfully managed customer relationships while achieving growth targets. The ideal candidate is proactive, detail-oriented, and excels in building long-term partnerships that drive mutual success.

If you thrive in fast-paced environments, enjoy working closely with clients to solve their challenges, and have a knack for uncovering growth opportunities, this role is for you.

Key qualifications include:

• 3-4 years of account management experience in the SaaS industry
• Proven track record of meeting or exceeding growth targets within existing accounts
• Expertise in nurturing client relationships and driving expansion opportunities
• Strong understanding of customer success principles and SaaS subscription models
• Ability to identify upsell and cross-sell opportunities and communicate ROI effectively
• Excellent communication, presentation, and stakeholder management skills
• Experience with CRM tools (Salesforce preferred, with training provided if needed)

Responsibilities

In this role, you will:

• Own and manage a portfolio of key accounts, building strong, trusted relationships with decision-makers
• Collaborate with clients to understand their business goals and ensure they derive maximum value from the SaaS platform
• Identify and execute growth opportunities within your accounts, including upselling, cross-selling, and expanding usage
• Act as the primary point of contact, resolving any client challenges promptly and efficiently
• Partner with internal teams, including sales, customer success, and product, to ensure seamless delivery of solutions and ongoing customer satisfaction
• Monitor account performance and provide regular insights and reports to clients and internal stakeholders

The Culture

The company fosters an entrepreneurial, goal focused culture where ideas and achievement are valued across all levels. You’ll be joining a team that encourages personal and professional growth and supports each other to achieve individual and team success.

Recruitment Process

1. Digital video introduction via Meritt
2. First-round interview with Meritt
3. 2-3 interviews with the Hiring Manager

If you are motivated to succeed in a fast-paced fintech environment and enjoy building long-term client relationships, we encourage you to apply and embark on this exciting journey with us!