Account Manager (Fintech | B2B SaaS)

Key Responsibilities

• Manage a portfolio of B2B SaaS clients, serving as the primary relationship owner post-implementation.
• Drive customer retention, renewals, and upsell/cross-sell opportunities within assigned accounts.
• Partner with clients to understand business needs, use cases, and success metrics.
• Ensure successful onboarding, product adoption, and ongoing engagement.
• Coordinate with internal teams (Product, Customer Success, Engineering, Finance, and Support) to address client needs and resolve issues.
• Conduct regular business reviews, performance check-ins, and strategic account planning.
• Monitor account health, usage trends, and satisfaction levels; proactively address risks.
• Manage commercial discussions including pricing, renewals, contract amendments, and negotiations.
• Maintain accurate account records, forecasts, and activity tracking in CRM systems.

Qualifications

• Bachelors degree in Business, Finance, Information Technology, or a related field.
• Minimum of three (3) years of experience in account management, customer success, or sales within a B2B SaaS environment.
• Experience working with FinTech, financial services, or enterprise technology clients is strongly preferred
• Strong understanding of SaaS business models, subscription management, and customer lifecycle management.
• Proven ability to manage multiple accounts and build trusted client relationships.
• Strong communication, presentation, and negotiation skills.
• Analytical and solution-oriented mindset.
• Proficiency in CRM tools and SaaS platforms.