Account Manager - SMB (Fintech)

TL;DR

Account Manager - SMB (Fintech): Managing relationships with SMB/Consumer lending clients and facilitating process changes to maximize platform adoption with an accent on upselling, cross-selling, and renewals. Focus on conducting weekly in-person meetings, forecasting metrics, and coordinating cross-team support for multiple clients.

Location: Remote (US) with ~25% domestic travel

Salary: $120,000

Company

AI-powered workflow and analytics platform for lenders, processing nearly one million credit applications monthly with 99% accuracy in data capture and fraud detection.

What you will do

• Facilitate weekly in-person client meetings to build relationships and drive change management
• Identify process adjustments to expand hirify.global platform usage
• Serve as central point of contact for assigned SMB/Consumer clients
• Coordinate with internal teams for consistent service delivery
• Communicate client needs to product, sales, and support teams
• Forecast metrics, track accounts, and support growth initiatives

Requirements

• Bachelor's degree in business or related field
• 4+ years of SMB/Consumer lending experience
• Proven success in upselling, cross-selling, and renewals
• Strong client-focused solutions and communication skills
• Ability to influence process changes and manage multiple projects
• Growth mindset with negotiation, presentation, and time management skills

Nice to have

• Strong understanding of API-based work
• B2B FinTech experience
• Experience at a hypergrowth startup
• Previous Salesforce utilization
• Experience with failure and course correction

Culture & Benefits

• Remote-first environment for builders, thinkers, and problem solvers
• Core values: Empathy, Curiosity, Humility, Ownership
• Inclusive workplace committed to diverse perspectives
• Opportunities to grow skills, take ownership, and impact mission