Own and grow a portfolio of existing customers across Mid-Market, and Enterprise segments
Build deep, multi-threaded relationships and uncover whitespace to expand product usage
Drive upsell and cross-sell opportunities aligned to customer priorities and evolving needs
Lead commercial conversations and negotiate renewals and expansions
Own the full renewal cycle end-to-end, including proactive renewal planning, commercial alignment, risk mitigation, and securing long-term agreements that drive retention and net revenue growth.
Collaborate with Customer Success to ensure strong adoption and measurable value realization
Surface customer insights and expansion blockers to help shape product and go-to-market strategies
Deliver accurate expansion forecasts and consistently exceed growth targets

2–4+ years of experience in account management or sales, with a focus on driving expansion and growth within existing accounts
Proven success in upselling, cross-selling, and developing growth strategies in software/SaaS
Excellent commercial and strategic acumen with the ability to align customer challenges to solutions
Entrepreneurial and proactive mindset with the ability to thrive in a fast-paced, high-growth environment
Collaborative team player who works cross-functionally to drive outcomes

Excellent salary
Stock participation plan
Flexible paid time off
Comprehensive medical and dental coverage
401K match
Paid parental leave
Company-sponsored lunch
Hybrid mode of work (at least 3 days onsite in our New York City office)
Make an impact by disrupting the finance industry with us
A flexible and growing organization with lots of opportunities to learn and develop
International working environment, with a team of friendly and driven colleagues
Access to OpenUp and Talkspace, the mental health and wellness platform
Multiple social activities for team building 🤩

Account Manager

Key skills