Junior Account Manager

Neto Capital; Town of Florida (NY); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

Neto Capital is a Sunny Isles Beach-based business financing company seeking an Account Manager to own client relationships after funding. You will stay in touch with clients, track accounts, resolve issues with internal teams, and spot renewal and upsell opportunities.

Responsibilities include maintaining CRM data, coordinating with Sales, Underwriting, Operations, and Collections, and growing the book of business using Excel/Google Sheets. On-site in Sunny Isles Beach, Florida.

Qualifications

• Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
• 1+ year in Account Management, Customer Success, Sales, or Client Relations.
• Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
• Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.

Responsabilités

• Serve as the main point of contact for existing clients — follow-ups, questions, issue resolution, and onboarding.
• Keep the CRM current: calls, statuses, tasks, follow-ups, and open opportunities.
• Track client payments, documents, and performance in Excel / Google Sheets, and flag recurring issues.
• Identify renewals, expansions, and additional products for existing clients.

Connaissances

Account management

CRM experience

Excel

Google Sheets

Communication

Organizational skills

Formation

Bachelor's degree (Business/Finance/Marketing or related)

Outils

Salesforce

HubSpot

Zoho

Description du poste

Neto Capital is a business financing company in Sunny Isles Beach. We're looking for 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'll work closely with Sales, Underwriting, Operations, and Collections, and manage your book through our CRM and Google Sheets.

Key Responsibilities

• Serve as the main point of contact for existing clients — follow-ups, questions, issue resolution, and onboarding.
• Keep the CRM current: calls, statuses, tasks, follow-ups, and open opportunities.
• Track client payments, documents, and performance in Excel / Google Sheets, and flag recurring issues.
• Identify renewals, expansions, and additional products for existing clients.

Requirements

• Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
• 1+ year in Account Management, Customer Success, Sales, or Client Relations.
• Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
• Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.

Nice to Have

• Background in FinTech, lending, business financing, or B2B services.
• Experience with renewals, upsell, cross-sell, or retention.
• Familiarity with Salesforce, HubSpot, Zoho, or similar; comfortable using AI tools for summaries and documentation.
• Spanish is a strong advantage.

Why Join Neto Capital?

• Central role in the client experience at a growing FinTech company.
• Direct collaboration with Sales, Underwriting, Operations, and management.
• Clear path to grow into senior Customer Success, Sales, or Operations roles.
• Competitive compensation with performance-based bonuses.

Requirements

Requirements

• Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
• 1+ year in Account Management, Customer Success, Sales, or Client Relations.
• Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
• Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.

Are you available to work full-time, on-site in Sunny Isles Beach, Florida, Monday through Friday? *