Expansion & Adoption: Drive net-new revenue by educating clients on specialized data services and API capabilities that complement their current stack. You own the cross-sell and upsell motion.
Renewal Ownership: Manage the end-to-end renewal process. You are responsible for ensuring high retention rates and securing long-term commitment from our customer base.
Strategic Relationship Management: Build and maintain deep-rooted relationships with key users and C-suite decision-makers across asset managers, hedge funds, and financial institutions.
Business Reviews: Lead regular, high-impact business reviews to stay aligned with client goals, surfacing insights on how Fiscal.ai can support their shifting strategies in the AI era.
CRM Discipline: Maintain a meticulous record of account health, contract dates, and expansion opportunities to ensure accurate forecasting and seamless internal collaboration.

3+ years of experience: Proven track record in Account Management or Customer Success within B2B SaaS or Fintech.
Revenue Accountability: Demonstrated ability to meet or exceed renewal targets and expansion (upsell/cross-sell) quotas.
Capital Markets Expertise: Previous experience working within or selling to Capital Markets is a significant advantage.
Technical Literacy: Ability to understand and explain complex data architectures and API integrations to both technical and non-technical stakeholders.
Executive Presence: Comfortable leading presentations and negotiations with senior-level decision-makers in the financial sector.
Proactive Mindset: A self-starter who doesn't wait for a ticket to break to call a client, but rather hunts for growth opportunities constantly.

Equity: You aren't just an employee; you’re an owner. Every team member gets a piece of the pie.
Zero Bureaucracy: We are a tight-knit, fast-paced team where results matter more than optics.
Uncapped Upside: A competitive $100k base with a lucrative, uncapped commission structure designed for high achievers.

Account Manager

Key skills