Account Executive

Blue-Umbrella-India-Pvt-Ltd; Dadri; On-site; INR 600,000 - 900,000; Full time

Benefits offered by this job

Equal opportunity employer

Job summary

AML RightSource is seeking an Account Executive/Manager to support account management and sales for SaaS clients in corporate compliance, AML/KYC and financial services.

You will help maintain client dashboards, usage metrics, renewal tracking, and client communications. Collaboration with Account Managers, Customer Success, and Delivery teams will drive client satisfaction, retention, and growth. The role requires 3+ years in B2B SaaS, strong communication, and CRM experience including HubSpot.

Qualifications

• Bachelor’s degree (or equivalent) in any discipline.
• 3+ years in client care or account executive roles in a B2B SaaS environment.
• Strong data management and organizational skills; proficient with MS Office.

Responsibilities

• Support Account Management and Sales with client demos and platform usage data.
• Track usage, renewals, billing inquiries, and client communications.
• Collaborate with Implementation, Service Management, Product, and Finance teams.
• Maintain client dashboards and drive renewals and upsell opportunities.
• Manage CRM records (HubSpot) and support post-sales activities.

Skills

Client care

Account executive

B2B SaaS

Data management

Organizational skills

MS Office

Excel

PowerPoint

HubSpot

CRM tools

LinkedIn ads

Google Ads

Google Analytics

English communication

Education

Bachelor’s Degree (or equivalent)

Tools

HubSpot CRM

Microsoft Excel

PowerPoint

Google Analytics

LinkedIn advertising

Job description

Job Description:Title:Account Executive/ManagerAbout AML RightSourceWe are AML RightSource, the leading technology enabled managed services firm focused on fighting financial crime for our clients and the world. Headquartered in Cleveland, Ohio and operating across the world, AMLRS provides custom solutions to financial institutions, FinTechs, money service businesses, and corporations.Using a blend of highly trained anti-financial crime professionals, cutting edge technology tools, and industry leading consultants, AML RightSource assists clients with their AML/BSA, transaction monitoring, client onboarding (KYC), enhanced due diligence (EDD), and risk management needs. We support clients in meeting day-to-day compliance tasks, urgent projects, and strategic changes. Globally, our staff of more than 9,000 highly trained analysts and subject matter experts is the industry's largest group of full-time compliance professionals.Position SummaryThe Account Executive role supports Account Management and Sales efforts for SaaS clients in corporate & legal compliance, AML/KYC and financial services markets. This role helps maintain client dashboards, usage metrics, presentations, renewal tracking, and client communications. Working closely with Account Managers, Customer Success Managers, and Delivery teams, the Account Executive provides timely support, coordinates internal resources, assists with pre- and post-sales activities, and helps drive client satisfaction, retention, and growth.Key responsibilities include:Support Account Management and Sales with client demos, account notes, platform usage data, reporting, and other activities that support client growth and upsell opportunities.Schedule and lead client follow-up meetings to review program health and status.Track client usage, maintain account inventories, and support timely billing for overages.Help resolve billing inquiries in partnership with Finance and Accounts teams.Support ongoing client accounts, including renewals, check-ins, solution changes, tailored proposals, and renewal documentation.Monitor client issues in Jira, identify trends, and escalate concerns that may affect service levels or client relationships.Coordinate with internal teams, including Implementation, Service Management, Technical Support, Product, and Finance teams, to ensure timely resolution and strong client satisfaction.Maintain strong knowledge of AMLRS technology platforms to support client training, adoption, best practices, and awareness of new releases.Partner with IT Product Managers to customize and calibrate AMLRS technologies for client needs.Coordinate with Operations to ensure client research needs are clearly communicated and fulfilled.Demonstrate strong interpersonal skills and emotional intelligence.Support special projects as assigned.Required Qualifications:Bachelor’s Degree (or equivalent) in any discipline.3+ years of client care or account executive experience in a B2B SaaS environment.Technically savvy with solid data management and strong organizational skills.Proficiency in Microsoft Office, especially Excel and PowerPoint; related certifications or references are preferred.Excellent presentation and interpersonal skills.Effective communicator, fluent in written and spoken English.Self-starter and quick learner with strong initiative and attention to detail.Experience with CRM tools such as HubSpot.Experience with social media or online advertising tools, including LinkedIn, Google Ads, or Google Analytics, is an asset.Preferred QualificationsExperience with enterprise software, corporate compliance, third-party risk management, due diligence, or KYC/AML markets.AML RightSource is committed to fostering a diverse work environment and is proud to be an equal opportunity employer. We provide equal employment opportunities to all qualified applicants without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.Recruitment Scam AlertsWe’re aware of an increase in recruitment scams where individuals falsely claim to represent AML RightSource. These scammers may ask for money or personal information by offering fake job opportunities through e-mail, text message or social media. Please verify the source of any job-related communications carefully. All official AML RightSource communications are conducted through \"@amlrightsource.com\" email addresses. If you encounter suspicious messages, do not respond.