Own portfolio performance, driving growth, client engagement, and addressing at-risk accounts.
Build strong client relationships, conduct reviews, and proactively address churn risks.
Collaborate with internal teams to resolve issues and drive outcomes effectively.
Monitor risk signals and act early to mitigate potential challenges.
Ensure smooth operations, maintain accurate records, and provide client feedback to improve processes.

3–5 years of experience in Account Management, Client Success, or B2B Financial Services, with direct ownership of a portfolio or book of business.
Proven ability to grow revenue, retain accounts, and influence outcomes across teams while managing client relationships commercially.
Strong analytical mindset, comfortable working with portfolio metrics like funding volume, utilization rates, revenue trends, and risk indicators.
Excellent stakeholder management and communication skills, with the ability to drive outcomes across teams without direct authority (Salesforce experience preferred).
Intellectual curiosity and willingness to learn the mechanics of invoice funding, credit, and working capital
Bonus: Experience in fintech, invoice factoring, working capital, or other commercial lending environments.

Opportunity to leave your mark on a growing startup
An incredibly diverse team of brilliant minds from all over the world
Competitive compensation
Family-friendly policies
Work from home
Birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)

Senior Account Manager, Client Success

Key skills