Account Manager

United States Digital Space LLC; San Francisco (CA); Hybrid; USD 113,000 - 141,000; Full time

Job summary

United States Digital Space LLC in San Francisco is seeking a Sales Account Manager I to serve as the strategic partner for a high-potential Growth customer book. In this hybrid role, you will bridge relationship management and revenue generation, owning a book of roughly 120–150 customers and driving full platform adoption to maximize ROI.

You will understand financial workflows and translate insights into measurable business value, coordinating with Risk, Legal, and Deal Desk to balance

Qualifications

• 2+ years in customer-facing roles managing a book of business, renewals, and expansion strategy.
• Familiarity with financial technology ecosystems, ERPs, spend management or AP automation tools.
• Experience handling high-volume customers across lifecycle stages.
• Strong business acumen with finance-focused language for CFOs and FP&A teams.

Responsibilities

• Serve as primary contact for a book of customers and ensure integration of the company’s solutions.
• Drive revenue by identifying expansion opportunities and delivering structured proposals and pricing terms.
• Understand customer workflows and financial priorities to optimize platform adoption.
• Build relationships with stakeholders across finance to influence adoption and ROI.
• Collaborate with Risk, Underwriting, Legal, and Deal Desk to balance customer needs with revenue.

Skills

Customer-facing experience

Account management

Finance language fluency

Cross-functional collaboration

Sales acumen

Education

Bachelor’s degree in finance or business

Tools

Gong

Salesforce

Job description

Why join us

the company is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, the company enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. the company’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on the company, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.

Working at the company allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.

Sales

Sales is the growth engine at the company. We bring in new customers, expand existing relationships, and drive the company’s bottom line. With unlimited territories and uncapped opportunity, your ambition sets the ceiling. We win together, celebrate often, and reward performance. If you want to sell a category-defining product with real ownership, this is your team.

What You’ll Do

We are seeking a results-driven Sales Account Manager I to serve as the strategic partner for our high-potential Growth customers. In this hybrid role, you will bridge the gap between relationship management and revenue generation. You will own a book of ~120-150 customers and be responsible for retaining their revenue, driving full platform adoption, and identifying opportunities to expand their the company usage. You will be tasked with understanding their financial workflows—accounting processes to stakeholder dynamics—and translating those insights into measurable business value.

Where You’ll Work

This role will be based in our San Francisco office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. Team members are expected to work in-office three days per week (Mondays, Wednesdays, and Thursdays). the company also offers the flexibility to work remotely for up to four weeks per year, in one-week increments.

Responsibilities

• Serve as the primary point of contact for a book of customers, ensuring the company is an essential part of how our customers operate

• Drive revenue by proactively identifying expansion opportunities and tying the company’s value to measurable business results - including running structured discovery calls, creating commercial proposals, and negotiating pricing terms

• Deeply understand each customer’s workflows, accounting processes, and financial priorities to uncover pain points and steer stakeholder dynamics to influence full adoption

• Build relationships across multiple levels of stakeholders (from controller up to CFO) across the finance team, tailoring your communication and value framing to each audience and flagging risks or opportunities early with a recommended plan of action

• Work cross-functionally with Risk, Underwriting, Legal, and Deal Desk to ensure we are balancing customer needs with revenue impact

• Bring operational excellence through strong documentation, proactive communication, and project management. Keep customers and internal teams aligned on progress, blockers, and next steps via forecasting, CRM hygiene, activity tracking, and deal qualification.

• Lead quarterly business reviews to translate insights and data into recommendations that help customers maximize their ROI from the company

• Advocate for customers internally by surfacing themes and insights that influence product direction and improve customer experience

Requirements

• 2+ years of experience in customer-facing roles managing a book of business, owning account health, executive relationships, renewals, and expansion strategy

• Fluency in the language of modern finance, demonstrated through hands-on experience with the ecosystem of financial technology - including ERPs, spend management platforms, or AP automation tools

• Experience and comfort interacting with a high volume of customers at different stages of the customer lifecycle

• Strong business acumen with a finance-first mindset and comfortable speaking the language of CFOs, Controllers, and FP&A teams

• Ability to analyze product usage data and detect important insights and trends.

• Demonstrated success in cross-functional collaboration and influencing internal roadmaps based on customer needs

• Coachability and grit, with an interest in growing your sales career

• Bachelor’s degree; finance, business, or related fields

Bonus Points

• You understand the bigger picture of customer value

• Experience in this or a similar role within a rapidly expanding start-up

• You are energized by building relationships across a wide range of levels and roles

• Experience in the credit card management space, including understanding limits, rewards, and underwriting

• Background in corporate accounting or financial systems

• Familiar with sales tools like Gong, Salesforce, and others

• Series 7 license

The expected OTE range for this role is $113,000 - $141,250. The starting wage will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. The OTE figure listed here includes base salary and commissions, which may or may not be earned depending on performance. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.