Manager, Account Management

The shape of it

In the posting’s own words

This role will be based in our Vancouver, CA office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!

What it asks for · 6

• 3+ years of experience managing, coaching, and developing teams in a Fintech, SaaS, or high-growth environment
• Experience leading teams that manage a book of business with ownership over account health, executive relationships, renewals, and expansion
• Fluency in modern finance and financial technology, including experience with ERPs, spend management platforms, or AP automation tools
• Strong business acumen with the ability to coach teams on engaging CFOs, Controllers, and FP&A stakeholders
• Ability to analyze product usage data and performance trends and drive action through team execution or process improvement
• Demonstrated success partnering cross-functionally and influencing internal teams based on customer insights

Also a plus

• Experience in credit card or spend management, with working knowledge of limits, rewards, and underwriting
• Background in corporate accounting or financial systems
• Familiarity with sales tools including Salesforce, Gong, and others
• Series 7 license

What the job covers

• Lead, hire, and develop a team of Account Managers to deliver customer and revenue outcomes, while maintaining a high talent bar through coaching, performance management, and thoughtful hiring decisions
• Own net revenue retention and the strategic direction of your segment, proactively managing renewal risk, expansion pathways, and customer growth
• Set the strategic direction for your segment, aligning account priorities and capacity to business goals
• Coach Account Managers on value by learning the customer’s business, identifying their pains, and winning over key decision-makers
• Act as a technical subject matter coach on complex financial workflows, ERPs, and integrations to support executive-level conversations and complex deal strategy
• Build and maintain operating cadence across pipeline reviews, forecasting, QBRs, CRM hygiene, and deal qualification to provide predictability to the business
• Own forecast accuracy for your segment and communicate risks, trends, and opportunities to senior sales and revenue leadership
• Partner cross-functionally with Risk, Underwriting, Legal, Deal Desk, Product, RevOps, and Marketing to balance customer needs with revenue impact
• Serve as an escalation point for complex customer or commercial situations, making tradeoffs that balance customer value, revenue, and risk
• Advocate for the voice of the customer by surfacing insights that influence product direction and improve the customer experience

Tools and skills named

Words the posting leans on

• customer12×
• account10×
• business7×
• revenue7×
• experience5×
• financial5×
• management5×
• sales5×
• segment5×
• account managers4×
• coach4×
• commercial4×
• risk4×
• strategic4×
• value4×
• complex3×

Counted from the posting after the mission statement and the legal notices are set aside. The ones near the top are the ones a screener is looking for.

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