Hybrid Account Manager

Posted last week

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About the role

  • Act as the primary day-to-day contact for financial institutions, overseeing smooth onboarding, ensuring ongoing satisfaction, and supporting retention of our services.
  • Support the Client Experience team in onboarding new teams & use cases — including product set-up, training, and documentation.
  • Monitor client accounts and usage metrics to identify trends, risks, and opportunities.
  • Coordinate with internal teams (product, engineering, compliance, operations) to resolve client issues promptly.
  • Maintain client records, notes, and actions in the CRM system.
  • Assist in preparing business reviews, adoption reports, and success plans.
  • Gather client feedback and share insights with the product team to influence roadmaps.
  • Help identify upsell/cross-sell opportunities with existing accounts.

Requirements

  • Degree or equivalent experience in finance, business, economics, or related field.
  • 3-5 years' Experience in a customer success, account management, or client-facing support role
  • Strong organisational skills and attention to detail.
  • A collaborative nature and an ability to build broad client relationships as well as galvanising and influencing internal relationships.
  • Able to quickly learn & convey product knowledge, conference engagements and technical product demonstrations.
  • Self-motivated, energetic, results-oriented, hard-working and dynamic
  • Strong interpersonal and communication skills (listening, verbal, written, presentation)
  • Highly organised and excellent planning skills, able to work under pressure, and able to meet deadlines.
  • Experienced in the use of sales tools such as Salesforce
  • Quick learner, analytic and rational thinking, able to analyse and interpret data, polite, problem solver.

Benefits

  • Health insurance
  • Retirement plans
  • Paid time off
  • Flexible work arrangements
  • Professional development

Job title

Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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