Account Manager

Selby Jennings; New York (NY); Hybrid; USD 145,000 - 160,000; Full time

Job summary

A leading fintech company is seeking an Account Manager, Client Success, to enhance client relationships with hedge funds and private equity firms. The role involves driving the adoption of a SaaS platform, ensuring operational efficiency, and contributing to revenue growth. This mid-senior level position requires expertise in client management and a proactive approach to driving successful outcomes.

Qualifications

• 5+ years in account management or client success.
• Experience in Financial Services with alternative asset managers.
• Familiarity with SaaS platforms and investment operations.

Responsibilities

• Acting as a primary contact for hedge funds and private market firms.
• Supporting client adoption and long-term engagement with the platform.
• Identifying opportunities to expand platform use.

Skills

Relationship Management

Client Success

Proactive Approach

Organizational Skills

SaaS Knowledge

Job description

This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$145,000.00/yr - $160,000.00/yr

Direct message the job poster from Selby Jennings

Fintech Recruitment Consultant — Specializing in Top Product, Sales, and Marketing Talent

Account Manager - Client Success (SaaS)

A Fintech firm redefining treasury and liquidity management is hiring an Account Manager, Client Success to support and grow relationships with some of the world's leading hedge funds and private equity firms.
This role involves owning and expanding client relationships, driving adoption of a sophisticated SaaS platform, and contributing to revenue through strategic upselling and cross-selling. This individual will oversee ongoing engagement with a portfolio of firms, ensuring consistent use of the platform, identifying areas for deeper integration, and helping clients achieve operational efficiency in their financial workflows.

Key responsibilities include:
* Acting as a primary contact for a portfolio of hedge funds and private market firms
* Supporting client adoption and long-term engagement with the platform
* Working cross-functionally to address client needs and deliver strategic value
* Identifying opportunities to expand platform use and support broader business goals
* Contributing insights to help evolve the product and client experience

Required experience:
* 5+ years in account management, client success, or relationship management
* Experience in Financial Services or working with alternative asset managers
* A proactive, organized approach to managing client relationships
* Familiarity with SaaS platforms and an understanding of investment operations

This is an in-person hybrid role based in New York City. If this aligns with your background and you're interested, apply now to be considered.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

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