Clearco is seeking an Account Manager for their Founder Success team. In this role, you will help retain and grow the client base, driving funding originations and cultivating strong relationships with business owners. The ideal candidate has over 4 years of experience in customer success or account management and excellent communication skills. Experience with a tech stack including Salesforce and familiarity with B2B Financial Services or Fintech is highly desired. Join a diverse team committed to inclusivity and innovation.
Qualifications
4+ years of experience in a customer success manager, inside sales, or account manager role.
Developed upsell/cross-sell skills with a revenue target.
Superior verbal and written communication skills.
Ability to quickly acquire new knowledge and adapt.
Experience in a B2B Financial Services, Fintech, or SaaS environment.
Responsibilities
Become an expert on Clearco’s platform and services.
Drive funding originations from a defined territory.
Cultivate strong customer relationships with business owners.
Advocate internally for customers and credit teams.
Skills
Customer success management
Sales skills
Communication skills
Relationship building
B2B Financial Services experience
Tools
Salesforce
Outreach
Slack
Notion
Job description
Clearco is seeking an Account Manager for their Founder Success team. In this role, you will help retain and grow the client base, driving funding originations and cultivating strong relationships with business owners. The ideal candidate has over 4 years of experience in customer success or account management and excellent communication skills. Experience with a tech stack including Salesforce and familiarity with B2B Financial Services or Fintech is highly desired. Join a diverse team committed to inclusivity and innovation.