Associate Account Manager

Job Description

Our client, a fast-growing fintech building modern engagement and marketing infrastructure for community financial institutions is looking for an Associate Account Manager to join their team.

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This is a full time, onsite position in NYC responsible for retention and growth within a defined book of accounts — a great launchpad role for someone early in their GTM career.

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What you'll do:

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• Own renewals, expansion, and net revenue retention for your book
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• Build and manage pipelines, forecasts, and mutual action plans with customers
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• Spot risk and opportunity using product usage and engagement data
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• Run product demos, renewal conversations, and expansion discussions
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• Partner closely with pre-sales, product, and implementation teams
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• Surface customer insights that shape roadmap and GTM strategy
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What you bring:

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• 1-3 years of customer-facing experience in account management, customer success, or direct sales
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• Proven track record hitting or exceeding targets in a metrics-driven environment
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• Strong attention to detail and follow-through
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• Experience working in a CRM (HubSpot, Salesforce, or similar)
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• Genuine interest in fintech, SaaS, or financial services
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• A collaborative, no-drama attitude suited to a fast-moving startup
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Strong performers quickly earn larger accounts, more autonomy, and a clear path toward a senior account management role. Real commercial ownership, direct customer exposure, and day-one visibility into how a modern GTM team runs.