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This Jobot Job is hosted by: Patrick Murphy
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Salary: $200,000 - $400,000 per year
A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services.
They’re profitable, growing rapidly, and backed by a strong client base of over 100+ financial institutions nationwide.
OTE: $300K+ (uncapped)
Benefits: Medical, dental, vision (company covers most premiums), 401(k) with match, PTO
In-Office Culture: Fast-moving, collaborative, and ownership-driven environment in New York City
About the Role:
The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion.
You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology.
Responsibilities:
Deepen and expand relationships with existing partners to increase adoption and utilization
Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies
Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset
Collaborate cross-functionally to ensure client feedback informs future product direction
Analyze performance metrics to identify trends and demonstrate ROI
You’ll Thrive Here If You Are:
A strategic partner who drives business outcomes, not just account maintenance
A builder who enjoys creating and iterating new client engagement strategies
A collaborative operator who thrives in a fast-paced, high-ownership environment
An empathetic communicator who can influence executives and distill complex ideas clearly
What You Bring:
5–8+ years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred)
Proven record managing high-value client relationships with measurable expansion or retention results
Strong executive presence and ability to communicate with senior decision-makers
Excellent written, verbal, and presentation skills
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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hackajob is partnering with Jobot to fill this position. Create a profile to be automatically considered for this role—and others that match your experience.