Overview
Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. Founded in 2016, Sunbit offers a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 20,000 service locations, including 1 in 3 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected. Sunbit was included on the 2022 and 2023 Inc. 5000 list. The financial technology company has also been named as a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights. We use cutting-edge innovations in financial technology to bring leading data and features that allow individuals to be qualified instantly, making purchases at the point-of-sale fast, fair and easy for consumers from all walks of life. We create value focused on our core values; we work tirelessly to ensure that Sunbit becomes available to everyone, everywhere. Sunbit is proud to be recognized on the CB Insights List of Unicorn Companies, with a valuation of $1.1B. (https://www.cbinsights.com/research-unicorn-companies) The Role
We’re looking for a motivated and personable individual to join our Account Management team. As part of our growing team, you’ll be supporting small and medium-sized businesses (SMBs) across the United States. You’ll be at the heart of building meaningful relationships, offering guidance and training, and helping our clients get the most out of our product. This role is all about connecting with our SMB partners, understanding their needs, and ensuring they feel supported and empowered to succeed. Your impact will be felt as you help them grow and thrive with our solutions. What You’ll Be Doing
Lead online onboarding and training sessions to set accounts up for success. Act as the primary point of contact for a portfolio of SMB clients, building strong, long-term relationships. Monitor account health and usage, identifying risks and opportunities to increase adoption and ROI. Partner with clients to understand business objectives and align them with our solutions. Review account performance and provide actionable insights to drive growth. Collaborate with internal teams (Sales, Product, Operations) to resolve issues quickly and deliver a great customer experience. Track and report account activities, progress, and outcomes in our CRM system. Contribute to team goals by driving product usage, satisfaction, and growth opportunities. Drive results in a fast-paced environment by managing multiple client accounts and priorities simultaneously, while maintaining exceptional attention to detail and timely follow- through. What You Bring to the Table
1 - 2 years of experience in Customer Success, Account Management, Sales, or a client-facing role (SaaS or fintech experience a plus) Proven ability to maintain client relationships Strong communication and presentation skills - comfortable leading training sessions and strategic conversations Data-driven approach with the ability to analyze account metrics and translate them into action plans Highly organized, adaptable, and comfortable managing multiple accounts simultaneously Ability to work both independently and collaboratively, taking ownership of responsibilities while contributing to team success. Exceptional time management skills with the ability to balance priorities and meet deadlines. Someone who believes in helping people access everyday needs. The Perks
Join one of LA’s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024) Mission driven + empowered + collaborative Competitive pay and stock options Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave Newly added HSA and Pet Insurance 401K Plan with Matching Cell Phone Stipend Casual Dress Team based strategic planning + Team owned deliverables Cultural Competencies for Success at Sunbit
Serve others before self -
Service oriented mindset Own the impact – Take ownership of maintaining and growing relationships with our accounts. Connect genuinely
– Cultivate authentic connections with merchants, representing Sunbit with pride and integrity. Act fast
– Respond quickly and efficiently to merchants, clients, and internal teams, ensuring swift resolution and support. Include always -
Work closely with team and actively welcome peers within the organization Innovate for good -
Help our current and prospective merchants utilize Sunbit’s innovative technology to help patients and customers alike Sunbit is an Equal Opportunity Employer. We strive to provide a professional & welcoming workplace for all employees. Recruitment Fraud Disclaimer We’ve been made aware of fraudsters impersonating Sunbit employees during the hiring process. Please note that all official communication will come from an @sunbit.com email address or directly via LinkedIn. We will never ask for your age, Social Security number, bank account details, payment of any kind, or other unrelated personal information during the application process. Our hiring process always includes interviews, either by phone, zoom, or in person, before any offer is made. If something feels suspicious, please contact us at hr@sunbit.com to confirm.
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Sunbit builds financial technology for real life. Our technology eases the stress of paying for life’s expenses by giving people more options on how and when they pay. Founded in 2016, Sunbit offers a next-generation, no-fee credit card that can be managed through a powerful mobile app, as well as a point-of-sale payment option available at more than 20,000 service locations, including 1 in 3 auto dealerships, optical practices, dentist offices, veterinary clinics, and specialty healthcare services. By introducing a flexible way to pay over time, we are proud of our ability to lift up service providers and retailers while helping consumers when necessary expenses arise... regardless of whether they were expected or unexpected. Sunbit was included on the 2022 and 2023 Inc. 5000 list. The financial technology company has also been named as a Most Loved Workplace®, Best Point of Sale Company, and as a Top Fintech Startup by CB Insights. We use cutting-edge innovations in financial technology to bring leading data and features that allow individuals to be qualified instantly, making purchases at the point-of-sale fast, fair and easy for consumers from all walks of life. We create value focused on our core values; we work tirelessly to ensure that Sunbit becomes available to everyone, everywhere. Sunbit is proud to be recognized on the CB Insights List of Unicorn Companies, with a valuation of $1.1B. (https://www.cbinsights.com/research-unicorn-companies) The Role
We’re looking for a motivated and personable individual to join our Account Management team. As part of our growing team, you’ll be supporting small and medium-sized businesses (SMBs) across the United States. You’ll be at the heart of building meaningful relationships, offering guidance and training, and helping our clients get the most out of our product. This role is all about connecting with our SMB partners, understanding their needs, and ensuring they feel supported and empowered to succeed. Your impact will be felt as you help them grow and thrive with our solutions. What You’ll Be Doing
Lead online onboarding and training sessions to set accounts up for success. Act as the primary point of contact for a portfolio of SMB clients, building strong, long-term relationships. Monitor account health and usage, identifying risks and opportunities to increase adoption and ROI. Partner with clients to understand business objectives and align them with our solutions. Review account performance and provide actionable insights to drive growth. Collaborate with internal teams (Sales, Product, Operations) to resolve issues quickly and deliver a great customer experience. Track and report account activities, progress, and outcomes in our CRM system. Contribute to team goals by driving product usage, satisfaction, and growth opportunities. Drive results in a fast-paced environment by managing multiple client accounts and priorities simultaneously, while maintaining exceptional attention to detail and timely follow- through. What You Bring to the Table
1 - 2 years of experience in Customer Success, Account Management, Sales, or a client-facing role (SaaS or fintech experience a plus) Proven ability to maintain client relationships Strong communication and presentation skills - comfortable leading training sessions and strategic conversations Data-driven approach with the ability to analyze account metrics and translate them into action plans Highly organized, adaptable, and comfortable managing multiple accounts simultaneously Ability to work both independently and collaboratively, taking ownership of responsibilities while contributing to team success. Exceptional time management skills with the ability to balance priorities and meet deadlines. Someone who believes in helping people access everyday needs. The Perks
Join one of LA’s fastest growing startups (2023), A Most Loved Workplace, #576 on the 2023 Inc 5000 list, and Forbes Fintech 50 (2024) Mission driven + empowered + collaborative Competitive pay and stock options Health Insurance options including Medical, Dental, Vision, Life, EAP, FSA, & Maternity Leave Newly added HSA and Pet Insurance 401K Plan with Matching Cell Phone Stipend Casual Dress Team based strategic planning + Team owned deliverables Cultural Competencies for Success at Sunbit
Serve others before self -
Service oriented mindset Own the impact – Take ownership of maintaining and growing relationships with our accounts. Connect genuinely
– Cultivate authentic connections with merchants, representing Sunbit with pride and integrity. Act fast
– Respond quickly and efficiently to merchants, clients, and internal teams, ensuring swift resolution and support. Include always -
Work closely with team and actively welcome peers within the organization Innovate for good -
Help our current and prospective merchants utilize Sunbit’s innovative technology to help patients and customers alike Sunbit is an Equal Opportunity Employer. We strive to provide a professional & welcoming workplace for all employees. Recruitment Fraud Disclaimer We’ve been made aware of fraudsters impersonating Sunbit employees during the hiring process. Please note that all official communication will come from an @sunbit.com email address or directly via LinkedIn. We will never ask for your age, Social Security number, bank account details, payment of any kind, or other unrelated personal information during the application process. Our hiring process always includes interviews, either by phone, zoom, or in person, before any offer is made. If something feels suspicious, please contact us at hr@sunbit.com to confirm.
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