Account Manager (Fintech | B2B SaaS)

About the job Account Manager (Fintech | B2B SaaS)

Key Responsibilities

• Manage a portfolio of B2B SaaS clients, serving as the primary relationship owner post-implementation.
• Drive customer retention, renewals, and upsell/cross-sell opportunities within assigned accounts.
• Partner with clients to understand business needs, use cases, and success metrics.
• Ensure successful onboarding, product adoption, and ongoing engagement.
• Coordinate with internal teams (Product, Customer Success, Engineering, Finance, and Support) to address client needs and resolve issues.
• Conduct regular business reviews, performance check-ins, and strategic account planning.
• Monitor account health, usage trends, and satisfaction levels; proactively address risks.
• Manage commercial discussions including pricing, renewals, contract amendments, and negotiations.
• Maintain accurate account records, fore...