Remote Fintech Accounts & Success Leader

IBMC; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

BPJS Kesehatan

BPJS Ketenagakerjaan

Job summary

IBMC is hiring a high-energy Account & Success Manager to bridge international fintech and financial services clients with internal delivery teams. You will manage client health, lead onboarding, and drive retention and growth across global accounts.

The role requires 3–5 years in relevant fields, strong English communication, and proven pre-sales experience. You will collaborate cross-functionally with PR, content, and media teams to ensure compliant, high-quality campaigns.

Qualifications

• Minimum 3–5 years of account management, customer success, or client relations experience in Marketing/PR agencies or fintech/financial services.
• Direct fintech/securities/brokerages or capital markets familiarity is required.
• Excellent English verbal and written communication; comfortable presenting to C-level executives and international stakeholders.
• Proven pre-sales experience and ability to participate in discovery calls and client pitches.
• Strong organizational skills with CRM and project tools (HubSpot/Salesforce, Asana, Monday.com).
• High emotional intelligence, problem-solving, and ownership of client outcomes.

Responsibilities

• Act as the main point of contact for international fintech/securities accounts, executing tailored success plans.
• Participate in pitch meetings and strategy calls with prospective clients alongside the business development team.
• Serve as the first responder for client inquiries, technical requests, and operational escalations.
• Lead onboarding for newly signed clients and translate sales promises into delivery workflows.
• Monitor account health metrics and conduct MB/Rs/QBRs; identify upsell opportunities.
• Coordinate with PR, content, and media teams to ensure compliant, quality campaigns.

Skills

Client relationships

Pre-sales

English proficiency

Cross-functional coordination

CRM proficiency

Tools

HubSpot/Salesforce

Asana

Monday.com

Job description

IBMC is hiring a high-energy Account & Success Manager to bridge international fintech and financial services clients with internal delivery teams. You will manage client health, lead onboarding, and drive retention and growth across global accounts.

The role requires 3–5 years in relevant fields, strong English communication, and proven pre-sales experience. You will collaborate cross-functionally with PR, content, and media teams to ensure compliant, high-quality campaigns.