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Account Manager (Fintech SaaS)

EQL Tech · Dallas, Texas, US

Account Manager (Fintech SaaS) – PE-Backed We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services land...

Job description

Account Manager (Fintech SaaS) – PE-Backed We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services landscape. Backed by a premier Private Equity firm, we are scaling our sales organisation to meet the demand of mid-market firms and professional services organisations. We are looking for a relationship-driven Account Manager who understands the "Partnership" dynamic of professional service firms and can manage and grow a portfolio of existing clients while identifying expansion opportunities. What You'll Do: - Own Your Accounts: Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor. - Drive Retention & Growth: Own renewal cycles and identify upsell and cross-sell opportunities within your book of business. - Consultative Engagement: Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs. - Strategic Multi-Threading: Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors. - Pipeline H...