Account Manager (Fintech SaaS)
EQL Tech, Dallas, TX, United States
Account Manager (Fintech SaaS) PE-Backed
We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services landscape. Backed by a premier Private Equity firm, we are scaling our sales organisation to meet the demand of mid-market firms and professional services organisations. We are looking for a relationship-driven Account Manager who understands the "Partnership" dynamic of professional service firms and can manage and grow a portfolio of existing clients while identifying expansion opportunities. What You'll Do Own Your Accounts:
Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor. Drive Retention & Growth:
Own renewal cycles and identify upsell and cross-sell opportunities within your book of business. Consultative Engagement:
Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs. Strategic Multi-Threading:
Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors. Pipeline Hygiene:
Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).
We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services landscape. Backed by a premier Private Equity firm, we are scaling our sales organisation to meet the demand of mid-market firms and professional services organisations. We are looking for a relationship-driven Account Manager who understands the "Partnership" dynamic of professional service firms and can manage and grow a portfolio of existing clients while identifying expansion opportunities. What You'll Do Own Your Accounts:
Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor. Drive Retention & Growth:
Own renewal cycles and identify upsell and cross-sell opportunities within your book of business. Consultative Engagement:
Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs. Strategic Multi-Threading:
Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors. Pipeline Hygiene:
Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).