Growth-Driven Account Manager for FinTech Clients

Neto Capital; Florida; Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Neto Capital, a Sunny Isles Beach-based business financing company, is seeking an Account Manager to own client relationships after funding: staying in touch with clients, tracking their accounts, resolving issues with internal teams, and spotting renewal and upsell opportunities.

You will work closely with Sales, Underwriting, Operations, and Collections, and manage your book through our CRM and Google Sheets.

Qualifications

• Bachelor's degree in Business, Finance, Marketing, or related field.
• 1+ year in Account Management, Customer Success, Sales, or Client Relations.
• Proficient with CRM systems and strong Excel/Google Sheets skills.
• Excellent written and verbal communication; organized and able to manage multiple clients.

Responsabilités

• Serve as main point of contact for existing clients – onboarding, follow-ups, questions, issue resolution.
• Maintain up-to-date CRM entries: calls, statuses, tasks, follow-ups, and opportunities.
• Track client payments, documents, and performance in Excel/Google Sheets; flag issues.
• Identify renewals, expansions, and upsell opportunities for existing clients.

Connaissances

CRM systems

Excel/Google Sheets

Communication

Organization

Formation

Bachelor's degree

Outils

Salesforce

HubSpot

Zoho

Description du poste

Neto Capital, a Sunny Isles Beach-based business financing company, is seeking an Account Manager to own client relationships after funding: staying in touch with clients, tracking their accounts, resolving issues with internal teams, and spotting renewal and upsell opportunities.

You will work closely with Sales, Underwriting, Operations, and Collections, and manage your book through our CRM and Google Sheets.