Account Manager

Anduin Transactions; New Bern (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Anduin Transactions is seeking an Associate Account Manager to oversee a portfolio of GP clients, guiding them from onboarding through renewal and ensuring they realize maximum value from the Anduin platform. You will train users, monitor usage, and lead regular check-ins to ensure alignment with goals.

You will collaborate with Implementation and Digitization teams to accelerate time-to-value, drive adoption, and grow our footprint within accounts, while partnering with Sales and Product to

Qualifications

• 1-3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies.
• Proven track record of driving adoption and growing revenue across a portfolio of accounts.
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders.
• Strong analytical, problem-solving, and organizational abilities.
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment.
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams.

Responsibilities

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal.
• Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value.
• Regularly monitor usage metrics and health scores.
• Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals.
• Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices.
• Deepen Anduin's footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines.
• Build strong relationships across multiple teams within the customer organization to expand Anduin's value delivery.
• Collaborate with Sales and Product to identify reference accounts, case studies, and product champions.
• Leverage client feedback to influence product roadmap and prioritize key enhancements.

Skills

Customer Success

Account Management

SaaS

Relationship Building

Communication

Tools

Salesforce

Smartsheet

ClickUp

Job description

The private markets are a multi-trillion-dollar powerhouse that funds everything from tech startups to major infrastructure projects, yet much of it still operates on fragmented, inefficient legacy systems. At Anduin, we're changing that. The Anduin platform is built for the complete investor experience. We're not just improving a process; we're creating a better way for the entire industry to operate.

The Anduin Platform has supported over $205 billion in capital raised, helping more than 1,180 funds and 64,000 investors transact in a more efficient and investor-friendly way. This remarkable traction is a testament to the powerful, tangible value we deliver to our clients every day, solidifying our position as a leader in the financial technology space.

We're a global team of over 140 talented individuals with deep private market expertise across North America, Europe, and Asia. Since our founding in 2014, we've remained focused on our mission to revolutionize investing in alts and empower LP-GP relationships.

As an Associate Account Manager at Anduin, you will play a vital role in managing the day-to-day relationship with our GP clients. You will guide customers through their journey - from supporting the implementation kickoff to ensuring a smooth renewal process. You will serve as a reliable partner and product expert, helping our clients navigate the Anduin platform and realize its full value in their core workflows.

Key Responsibilities:

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal.
• Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value.
• Regularly monitor usage metrics and health scores
• Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals.
• Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices

Growth & Relationship Management

• Deepen Anduin's footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines.
• Build strong relationships across multiple teams within the customer organization to expand Anduin's value delivery.
• Collaborate with Sales and Product to identify reference accounts, case studies, and product champions.
• Leverage client feedback to influence product roadmap and prioritize key enhancements.

Strategic & Cross-Functional Collaboration

• Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions.
• Document learnings and process improvements to support scalability and operational excellence across the CS organization.
• Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction.
• Provide administrative and data support for renewal contracts and expansion deals.

Success in This Role Looks Like

• Customers actively use Anduin's products across core workflows, achieving measurable value and operational efficiency.
• Consistently achieve renewal targets and maintain a low churn rate within your book of business.
• Maintain healthy customer health scores and deliver exceptional client satisfaction (CSAT/NPS).
• Anticipate risks, communicate effectively, and rally cross-functional resources to resolve challenges quickly.
• Contribute to internal knowledge-sharing, playbook development, and scalable CS practices that elevate the entire team.

Job Qualifications:

• 1-3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms.
• Proven track record of driving adoption and growing revenue across a portfolio of accounts.
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders.
• Strong analytical, problem-solving, and organizational abilities.
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment.
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams.

Preferred:

• Experience in Private Markets, Financial Technology, or Legal Technology.
• Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce).
• Prior experience at a startup or high-growth technology company.