NEW! FinTech Q2 Hiring Frenzy! - 5 Hires In The Last Year - Account Manager - AI FinTech SaaS –[...]

ScoutLab.io; United States; Remote; USD 120,000 - 200,000; Full time

Job summary

Join an innovative firm revolutionizing the K-1 financial industry with AI-driven solutions. As an Account Manager, you will manage client relationships, ensuring product utilization and driving revenue growth. This remote role offers the chance to work with a dynamic team in a rapidly growing startup culture. If you have a strong background in SaaS and a passion for client success, this is the opportunity for you! Be part of a company transforming traditional processes into seamless digital experiences.

Benefits

Fully Remote Opportunity

Benefits/401K

Growing Startup Culture

Qualifications

• 3-5 years of experience in Account Management or Sales roles, preferably in FinTech.
• Strong background in financial technology or enterprise-level tech companies.

Responsibilities

• Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1 products.
• Lead negotiations and support the close of renewals and upsell opportunities.

Skills

Account Management

SaaS Experience

Negotiation Skills

Client Relationship Management

Technical Aptitude

Data Analysis

Tools

Gainsight

Hubspot

Job description

NEW! FinTech Q2 Hiring Frenzy! - 5 Hires In The Last Year - Account Manager - AI FinTech SaaS – $20M in New Series B Equity - $120k Base, $200K and up OTE -Remote – EST and CST Only

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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, with $20M just raised in September) is revolutionizing the K-1 investment space. 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.

The goal of our firm 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.
• $120k base salary, and $200k OTE.
• MUST have 3+ years of SaaS AM, Tax and or accounting software experience.
• 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 an Account 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.

Your 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. FinTech a must have.
• 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 revenue-driven environment.
• 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 and Business Development

• Industries

  Software Development, Financial Services, and Accounting