Mid Market Account Manager (Fintech)

TL;DR

Mid Market Account Manager (Fintech): Cultivating and expanding relationships with mid-market clients in the US to drive account growth and customer satisfaction with an accent on spend management and cross-border financial operations. Focus on driving revenue through cross-sell and upsell of FX, treasury, and payment products while improving product adoption through data-driven business reviews.

Location: Hybrid based in San Francisco or New York City

Company

Airwallex is a unified payments and financial platform providing integrated solutions for business accounts, payments, spend management, and treasury on a global scale.

What you will do

• Develop and maintain deep relationships with key stakeholders within assigned mid-market accounts.
• Drive revenue growth through cross-sell and upsell of Spend Management, FX, treasury, online payments, and billing products.
• Serve as the primary point of contact for clients, resolving inquiries and escalating concerns to ensure customer satisfaction.
• Conduct structured Quarterly Business Reviews (QBRs) to deliver data-driven insights and action plans for product adoption.
• Collaborate with Solution Engineering and Product teams to ensure seamless client onboarding and integration.
• Analyze customer feedback to identify product gaps and influence Engineering and Product priorities.

Requirements

• 4+ years of experience in account management, partnerships, or sales within fintech or high-growth SaaS.
• Strong understanding of spend management products, corporate cards, and accounting automation.
• Proven track record of building and maintaining strong client relationships.
• Proficiency in Salesforce or similar CRM tools.
• Must be based in San Francisco or New York City for a hybrid work arrangement.
• Excellent verbal and written communication and presentation skills.

Nice to have

• Experience with data visualization tools such as Looker or Tableau.
• Proven ability to resolve technical issues and work closely with technical stakeholders.
• Broad experience across multiple payment products including FX, acquiring, and treasury.

Culture & Benefits

• High-impact environment emphasizing founder-like energy, ownership, and accelerated learning.
• Culture of curiosity and first-principles thinking with a focus on moving fast.
• Collaborative atmosphere with a diverse, global team of innovators.
• Commitment to equal opportunity and diversity in the workplace.