Account Manager

Rill Data, Inc; United States; Remote; USD 90,000 - 150,000; Full time

Benefits offered by this job

Equity

Job summary

Flex is building the AI-native private bank for business owners, and we’re seeking an Account Manager to own a portfolio of high-growth customers. You’ll drive adoption, retention, and expansion across our financial products, build strong relationships, and turn customer feedback into actionable insights that shape future features.

Remote-friendly, with roles in SF, Miami, NYC, or fully remote. You’ll collaborate with Sales, Product, Risk, and Operations to deliver a seamless experience and

Qualifications

• Experience in Customer Success or Account Management within FinTech, SaaS, or financial services.
• Proven ability to manage a book of business, renewals, and expand account value.
• Excellent communication skills; ability to translate complex topics into clear insights.
• Entrepreneurial mindset and comfort with ambiguity in a fast-changing startup.
• Strong analytical instincts and a passion for helping customers succeed.

Responsibilities

• Own customer relationships for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and retention.
• Drive revenue growth by expanding product adoption and aligning new Flex solutions to client needs.
• Proactively manage accounts by analyzing health, usage, and spend patterns to mitigate churn.
• Gather and synthesize customer feedback to influence future features and workflows.
• Build scalable customer success playbooks for a fast-moving startup environment.
• Collaborate with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable outcomes.

Skills

Account Management

Customer Success

FinTech

SaaS

Relationship Building

Renewals

Quota Attainment

Data-driven

Job description

Flex is building the AI-native private bank for business owners.

We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners.

Since launching publicly in September 2023 , Flex has scaled from zero to nine-figure annualized revenue , with a clear path to profitability by late 2026. We move fast, ship relentlessly, and operate with extreme ownership.

Our customers are affluent business owners ($3–$200M in revenue)—the backbone of the economy and one of the most underserved segments in finance. They’re stuck with outdated banks and fragmented tools. We’re replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better—not incrementally improved.

Flex has raised $100M+ in equity and $300M+ in debt.

- Mission-critical problems : We build software that directly controls how money moves at scale.

- High bar, low ego : Small teams, exceptional people, real ownership.

- Speed over comfort : We prioritize execution, quality, clarity, and results.

- Enduring impact : What we’re building will define how a generation of owners runs their businesses.

Team & Locations

We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote.

Flex Fuels Ambition.

About the Role

As an Account Manager at Flex, you’ll take full ownership of a portfolio of high-growth customers, driving adoption, retention, and expansion across our suite of financial products. You’ll play a key role in helping businesses scale efficiently by building strong relationships, identifying growth opportunities, and ensuring every customer gets maximum value from Flex.You’ll also serve as the voice of the customer, turning feedback and insights into actionable recommendations that shape future products and features. Your input will directly influence how Flex evolves to better serve the needs of our customers and the broader market.

What You’ll Do

• Own customer relationships: Serve as the main point of contact for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and long-term retention.
• Drive revenue growth: Identify opportunities to expand customer value, deepening product adoption, and aligning new Flex solutions to their specific business needs and pain points.
• Proactively manage accounts: Analyze customer health, usage, and spend patterns to anticipate needs and mitigate churn risk.
• Influence product direction: Gather and synthesize customer feedback to help shape future features, workflows, and user experiences.
• Build scalable processes: Help design, refine, and document customer success playbooks for an evolving, fast-moving startup environment.
• Collaborate cross-functionally: Partner with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable business outcomes.

What Makes You a Great Fit

• 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services.
• Proven ability to manage a book of business, drive renewals, and expand account value.
• Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights.
• Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment.
• Strong analytical instincts and a passion for helping customers succeed.
• Proven track record of hitting and exceeding quotasConsistently a top 10% performer

Why Join Us

Build something generational — Capture the full lifecycle of money for ambitious business owners.

Work on real money, real risk — Payments, credit, and banking at serious scale.

Solve hard problems — AI, underwriting, compliance, and global finance from first principles.

True ownership — Small teams, high trust, real accountability.

Founder-level exposure — Direct access to leadership, customers, and investors.

High bar, high taste — Move fast without cutting corners.

Elite peers — People here are builders, not tourists.

Real upside — Meaningful equity if you help build something big.