Account Manager (Fintech)

TL;DR

Account Manager (Fintech/SaaS): Managing a portfolio of insurance clients end-to-end, focusing on commercial health, renewals, and expansion with an accent on IT project delivery and AI-driven innovation. Focus on translating technical capabilities into business value and driving account growth through strategic relationship management.

Location: Tallinn, Estonia (Flexible working place)

Company

A no-code insurance SaaS software provider dedicated to digitalising the global insurance industry to reduce costs and improve accessibility.

What you will do

• Own the commercial health of accounts, driving growth through relationship management, upsell, and cross-sell opportunities.
• Lead customer communication and planning meetings to ensure alignment with business goals.
• Coordinate delivery with technical teams, defining scope, milestones, dependencies, and timelines.
• Manage risks, change requests, and take full responsibility for client delivery.
• Handle status reporting and monthly billing processes.
• Utilize and integrate AI tools to optimize internal workflows and create concrete AI-driven value for customers.

Requirements

• Proven experience in B2B Account Management, Customer Success, or IT/SaaS project delivery.
• Practical IT project management skills, including scoping, planning, and risk management.
• Strong stakeholder management and senior customer-facing communication skills.
• Fluency in English and familiarity with Jira or similar tools.
• Active use of AI tools in current professional work to improve processes and outcomes.
• Ability to translate technical and AI capabilities into business value.

Nice to have

• Experience in the insurance industry.

Culture & Benefits

• Flexible working time and location.
• Health insurance or sports compensation.
• Flat organizational structure without corporate hierarchy.
• Collaborative environment with supportive managers and friendly colleagues.
• Family- and employee-friendly employer policies.