Account Manager, Full Service (Fintech)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Account Manager, Full Service (Fintech): Managing high-priority customer relationships for rural business owners to optimize their financial systems with an accent on financial advisory and workflow automation. Focus on translating complex financial data into actionable CFO-level insights and building scalable service processes.
Location: Remote (USA); Offices in Denver, New York, and San Francisco
Salary: $80K – $130K
Company
is a Series A startup rebuilding financial infrastructure for American family-run businesses to improve their profitability and resilience.
What you will do
- Own a portfolio of high-priority customer relationships, ensuring financial systems are set up for insight and action.
- Advise customers on leveraging financial data for breakeven pricing, enterprise profitability, and loan readiness.
- Build repeatable processes, documentation, and automated workflows to contribute to a scalable service model.
- Identify expansion opportunities and collaborate with sales to grow customer relationships over time.
- Partner with Product, Design, and Engineering teams to influence new features based on customer needs.
- Run substantive customer business reviews to help producers make forward-looking operational decisions.
Requirements
- Background in finance, accounting, FP&A, or consulting with a solid understanding of financial statements.
- Technical aptitude to quickly learn and navigate new software platforms and automation tools.
- Strong written and verbal communication skills with a patient, trust-building approach.
- Curiosity about or direct experience working with agricultural producers or rural businesses.
- Must be based in the United States.
Culture & Benefits
- Competitive salary with 401(k) matching and health insurance.
- Flexible vacation time and work hours.
- Work-from-home/remote office stipend or a dedicated desk at the NYC office.
- Wellness and professional development stipends.
- Culture based on "Real Talk," proactive resourcefulness, and positive-sum incentive structures.
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