Account Manager (Fintech)

Location: Remote within the United States; working hours must align with North American time zones: EST, MT, or PST, depending on the assigned territory.

Company

Fintech software company developing audit, accounting, financial reporting, and financial data analytics solutions for accounting firms, corporations, and governments.

What you will do

• Manage and nurture a portfolio of more than 1,500 mid-market accounting-firm accounts across North America.
• Contact marketing-generated and inbound leads, understand customer needs, and present the full software product suite.
• Manage subscription and support renewals while developing strategies to reduce churn.
• Identify and close upsell, cross-sell, and new-business opportunities to achieve monthly and quarterly revenue targets.
• Build relationships with decision-makers and accounting partners while developing territory action plans.
• Coordinate Sales, Finance, Customer Success, and senior leadership to support account growth.

Requirements

• At least 1 year of experience in technology or SaaS sales.
• Proven success in quota-carrying Software, SaaS, ERP, or technology sales roles.
• Experience building a new territory and executing a territory plan.
• Consistent achievement of sales quotas and experience forecasting revenue.
• Self-discipline, a strong desire to succeed, and a results-oriented approach.
• Must reside in and be eligible to work in the United States and work within EST, MT, or PST time zones.

Nice to have

• Background in accounting or internal audit.

Culture & Benefits

• Remote and flexible work options with generous time-off policies.
• Collaborative, inclusive culture focused on knowledge sharing.
• Competitive compensation and comprehensive benefits.
• Recognition programs, performance bonuses, and career growth opportunities.
• Opportunities to contribute to international projects and collaborate with a global team.

Hiring process

• Successful candidates must complete an identity verification and criminal record background check.
• Artificial intelligence tools may support application and assessment review, while final hiring decisions are made by humans.