Strategic Account Manager, FinTech (Private Markets)

Anduin Transactions; New Bern (NC); On-site; USD 60,000 - 90,000; Full time

Job summary

Anduin Transactions is seeking an Associate Account Manager to oversee a portfolio of GP clients, guiding them from onboarding through renewal and ensuring they realize maximum value from the Anduin platform. You will train users, monitor usage, and lead regular check-ins to ensure alignment with goals.

You will collaborate with Implementation and Digitization teams to accelerate time-to-value, drive adoption, and grow our footprint within accounts, while partnering with Sales and Product to

Qualifications

• 1-3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies.
• Proven track record of driving adoption and growing revenue across a portfolio of accounts.
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders.
• Strong analytical, problem-solving, and organizational abilities.
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment.
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams.

Responsibilities

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal.
• Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value.
• Regularly monitor usage metrics and health scores.
• Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals.
• Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices.
• Deepen Anduin's footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines.
• Build strong relationships across multiple teams within the customer organization to expand Anduin's value delivery.
• Collaborate with Sales and Product to identify reference accounts, case studies, and product champions.
• Leverage client feedback to influence product roadmap and prioritize key enhancements.

Skills

Customer Success

Account Management

SaaS

Relationship Building

Communication

Tools

Salesforce

Smartsheet

ClickUp

Job description

Anduin Transactions is seeking an Associate Account Manager to oversee a portfolio of GP clients, guiding them from onboarding through renewal and ensuring they realize maximum value from the Anduin platform. You will train users, monitor usage, and lead regular check-ins to ensure alignment with goals.

You will collaborate with Implementation and Digitization teams to accelerate time-to-value, drive adoption, and grow our footprint within accounts, while partnering with Sales and Product to