Account Manager responsible for managing customer lifecycle and driving success for SaaS platform. Engaging with investment teams to ensure customer satisfaction and product adoption.
Responsibilities
Manage the full customer lifecycle from onboarding through renewal and expansion.
Serve as the primary point of contact for a portfolio of ~80 accounts.
Drive activation, adoption, and ongoing customer success across all assigned accounts.
Identify upsell and expansion opportunities and lead commercial conversations.
Build strong relationships with investment teams and understand their workflows and needs.
Partner cross-functionally with product and engineering teams to relay customer insights.
Refine internal processes and share best practices across the broader team.
Maintain accurate forecasting and account health metrics.
Requirements
Bachelor’s degree in business, sales, marketing, or a related field.
Minimum 2+ years of experience managing customer relationships, ideally in SaaS or data-driven environments.
Strong communication skills and the ability to work with technical and non-technical stakeholders.
High technical acumen and ability to learn software products quickly.
Proven ability to operate in fast-paced, ambiguous environments with a “roll up your sleeves” mentality.
Excitement to work **in person 4+ days per week** at the New York (Flatiron) office.
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