Brand New Role! - AI FinTech Pioneer! - Client Success Manager – Series B equity - $115k Base, [...]

ScoutLab.io; United States; Remote; USD 115,000; Full time

Job summary

Join an innovative AI-driven FinTech firm as a Client Success Manager, where you'll be pivotal in enhancing the client experience for enterprise accounts. This fully remote role offers a competitive salary and a generous bonus structure, along with stock options. You will manage a portfolio of clients, ensuring they maximize the value of K-1 products while collaborating with cross-functional teams to drive growth. If you have a passion for technology and a strong background in account management or sales, this is your chance to make a significant impact in a rapidly evolving industry.

Benefits

401K

Fully Remote Opportunity

Growing Startup Culture

Qualifications

• 3+ years of SaaS AM/Sales experience in tax/accounting software.
• Strong experience with client success software.

Responsibilities

• Serve as the primary contact for a portfolio of clients.
• Develop accurate revenue forecasts and monitor account health metrics.
• Lead negotiations for renewals and upsell opportunities.

Skills

Account Management

Sales Negotiation

Client Relationship Management

Data Analytics

Technical Aptitude

Education

Bachelor's Degree

Tools

Gainsight

Hubspot

Job description

Brand New Role! - AI FinTech Pioneer! - Client Success Manager – Series B equity - $115k Base, Generous Bonus Structure -Remote – EST and CST Only

Brand New Role! - AI FinTech Pioneer! - Client Success Manager – Series B equity - $115k Base, Generous Bonus Structure -Remote – EST and CST Only

Direct message the job poster from ScoutLab.io

ScoutLab.io represents this Private Equity backed FinTech firm, that is rapidly disrupting the K-1 financial industry by transforming and digitizing the investor experience.

About the company

This 60-employee, Series B firm ($40 million in funding) is revolutionizing the K-1 investment space and is seeking a Client Success Manager to be the key point of contact for enterprise clients across the United States.

Creating an AI-driven technology that rapidly streamlines the K-1 production process for Producers, Recipients, and Tax-Exempt Organizations, we are now a trusted partner of over 6000 organizations.

Our goal is to help a traditional legacy industry (with legacy technology) transform from a PDF-based process to an all-digital experience with our pioneering AI-driven software.

In a world of investments that demand lower cost, less complexity, and greater control, our firm has the AI technology to help transform your business. From Institutional Investors, accounting firms, and higher education, to wealth management firms, private foundations, health systems, and all points in between. We have the technology to replace yesterday’s cumbersome analog processes with a digital solution that will give you back your most important commodity: your time.

About the role

• Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1 products. Fully remote but MUST live in the Eastern or Central time zone.
• $115k base salary, bonus, 401k and stock options round out the comp plan.
• MUST have 3+ years of SaaS AM/Sales experience in the tax and or accounting software space.
• Lead negotiations and support the close of renewals and upsell opportunities.
• Previous experience working in a startup environment is highly preferred.
• Ability to navigate conversations around value, over features and functions.
• Possess a technical aptitude to position the benefits of our products

Official Job Description

Who We Are:

Our technology is used by the nation’s largest institutional investors, funds, and accounting firms, by bringing long-established solutions that are creating an all-digital K-1 experience. Our goal is to transform the K-1 industry by moving a traditionally PDF-based process to an all-digital experience via our software solutions. Join us at the start of something exciting!

Your Role:

As a Client Success Manager, you will be the key point of contact for our clients, managing and growing a portfolio of existing customer accounts, with a primary focus on securing renewals and identifying revenue expansion opportunities. You will work closely with cross-functional teams, particularly sales, client success, and product, to solve complex client challenges, mitigate client risks, drive client renewals, and identify opportunities for growth.

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Responsibilities:

• Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1 products
• Develop and maintain accurate revenue forecasts, working closely with finance, sales, client success, and operations teams
• Monitor account health metrics and revenue indicators to predict and prevent potential churn
• Lead negotiations and support the close of renewals and upsell opportunities.
• Work closely with the sales team to identify and act on cross-selling opportunities.
• Monitor and analyze client data in collaboration with the client success team to ensure
• optimal usage and additional product engagement of the platform.
• It's Truly a Match If You Have:
• 3-5 years of experience in Account Management or Sales roles.
• Previous experience working in a startup environment is highly preferred.
• Strong background in financial technology or enterprise-level tech companies.
• Strong experience with client success software such as Gainsight and Hubspot.
• Proven experience with deal-making, negotiations, and managing client relationships in a
• Ability to solve complex problems and provide data-driven insights.
• Experience working with data analytics tools, CRMs, or client reporting systems.
• A growth mindset with a drive to advance in your career and adapt in a fast- growing
• company.
• Excellent communication and interpersonal skills, with the ability to influence key
• stakeholders.

Benefits and Perks:

· Fully Remote Opportunity

· Benefits/401K

· Growing Startup Culture

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales, Business Development, and Engineering

• Industries

  Software Development, Financial Services, and Accounting

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