Serve as strategic advisor for 20 high-impact financial institution customers, driving retention and growth.
Develop and execute tailored success plans to maximize product adoption and value.
Identify expansion opportunities and collaborate with Sales to close upsells.
Eltropy is on a mission to disrupt financial services access by providing a digital communications platform for community banks and credit unions. They are a startup with a team-oriented culture, valuing transparency and customer focus.
Own the commercial relationship for a portfolio of high-value customers, acting as their trusted point of contact.
Build relationships with founders, executives, and finance leaders while identifying growth and retention opportunities.
Lead customer onboarding, quarterly business reviews, and capital conversations from discovery through execution.
This fintech organization provides financial products and services to businesses, helping them manage cash flow and access capital. They foster a remote, high-trust culture with significant autonomy and a collaborative, inclusive team environment.
Maintain and develop long-term relationships with strategic customers in North America, acting as a trusted advisor to C-level executives.
Control delivery processes and identify early risks to ensure successful customer outcomes.
Drive account growth through retention, cross-sell, and upsell by understanding customer business priorities.
Creatio is an AI CRM and workflow platform that helps midsize and large organizations run customer workflows in the AI era. With a global team and thousands of customers in over 100 countries, they were named to Inc.'s Best Workplaces list in 2025.
Develop strong client relationships and act as a trusted advisor, coaching customers on compliance best practices.
Build strategic account plans to drive customer satisfaction, retention, and growth.
Collaborate cross-functionally to solve customer problems with creativity and empathy.
Hummingbird helps financial institutions and tech companies fight financial crime through AI-powered compliance tools. They are a remote-first, fully distributed team that values customer obsession, inclusivity, and supporting each other to do their best work.
Ensure customer adoption and success by providing advice, risk mitigation, and executive alignment.
Collaborate with sales, support, and engineering teams to manage accounts and drive growth.
Develop long-term relationships with stakeholders and deliver executive business reviews to maximize value.
nCino is a financial services technology company transforming the industry through bold innovation and relentless execution. They are committed to inclusion and equality, fostering a culture where employees can bring their authentic selves to work.
Own relationships for Enterprise accounts across banks, credit unions, and fintech customers.
Develop in-depth understanding of the fraud domain and SentiLink products, handling onboarding and regular customer meetings.
Take a consultative approach to understand fraud situations and propose solutions, establishing business goals and plans.
SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transact with confidence. Backed by world-class investors including Craft Ventures and Andreessen Horowitz, the company has earned recognition from Forbes Fintech 50 and other major outlets.
Serve as the trusted advisor and liaison between clients and internal teams to manage requests and resolve issues.
Provide timely, results-based customer service through phone and Zendesk ticketing, triaging and escalating as needed.
Track key performance indicators like satisfaction, retention, and revenue growth to drive client success.
Enumerate is a software company that provides community association management solutions. They cultivate a collaborative, client-focused culture dedicated to delivering exceptional service.
Manage a portfolio of Enterprise and SMB merchants, building long-term relationships and driving growth.
Define strategic vision, develop account plans, and lead commercial negotiations for expansion.
Orchestrate cross-functional teams and analyze performance to increase product adoption and retention.
Affirm is a financial technology company reinventing credit with honest and friendly buy now, pay later solutions. It is a remote-first public company with a culture focused on people-first benefits and inclusive growth.
Act as primary contact for B2B/enterprise customers, driving relationships from launch to renewal.
Ensure customer satisfaction, retention, and success by managing escalations and monitoring progress.
Collaborate cross-functionally with Product, Sales, and Broker Dealer to champion partner needs and influence roadmap priorities.
Alpaca is a US-headquartered global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, and more. The company has over 400 globally distributed employees and is backed by $400 million in funding from top-tier investors.
Be the primary point of contact for customers, helping maximize their ROI in Sardine.
Build a thorough understanding of the product and translate complex problems into actionable solutions.
Advise on best practices for fraud and compliance, and monitor KPIs to drive customer success.
Sardine is the leading agentic risk platform for fighting financial crime, helping organizations stop fraud and automate AML operations. The company has a remote-first culture with hubs globally, valuing performance and work-life balance.
Own end-to-end customer relationships for Signifyd's most complex accounts, ensuring seamless onboarding and strategic alignment.
Identify and build deep relationships with senior stakeholders to develop long-term growth plans and drive collaboration.
Leverage platform knowledge and industry trends to deliver optimal outcomes and expand Signifyd's footprint through upsell and cross-sell opportunities.
Signifyd helps merchants grow by building trusted relationships with their customers through advanced fraud prevention technology. Trusted by thousands of leading merchants across more than 100 countries, the company securely processes billions of transactions annually and is driven by a people-focused culture of commitment, empathy, and creativity.
Own a portfolio of high-value SME clients across European markets and drive sustainable revenue growth through proactive engagement and relationship building.
Identify and execute upsell and cross-sell opportunities across Finom's product suite, using account data and usage signals to inform outreach priorities.
Monitor account health, intervene early on at-risk accounts, and maintain clean pipeline tracking in Salesforce to minimize churn.
Finom is a European tech startup developing an all-in-one financial B2B solution that integrates banking, accounting, financial management, and invoicing. The company recently closed a €115 million Series C round, bringing total funding to about $346 million, and fosters an innovative, inspiring work culture where bold ideas thrive.
Manage a portfolio of SMB customers, building long-term relationships and driving adoption.
Conduct regular check-ins to assess satisfaction and guide customers through challenges.
Identify upsell and renewal opportunities while acting as the voice of the customer internally.
This partner company provides technology solutions and customer success services to small and medium-sized businesses. They foster a collaborative, people-first culture with autonomy and opportunities for growth.
Serve as primary point of contact for a portfolio of customers, managing daily operational needs and ensuring programs run smoothly.
Document and improve operational processes, creating templates and playbooks to support the Account Management team.
Perform data analysis to surface customer trends and assist senior Account Managers with reporting and presentations.
Marqeta is a fintech leader redefining financial services through embedded finance. It is a fast-growing company with a flexible-first culture that supports remote work.
Create customer-centric content and perform data analysis to support account strategy and business reviews.
Marqeta provides a card issuing platform that enables companies to issue cards, authorize transactions, and manage payment operations in real time. The company is publicly traded, with a focus on innovation and a flexible work culture, serving well-known brands in the new economy.
Conduct regular check-ins, quarterly business reviews, and account audits for high-value customers to assess needs, drive satisfaction, and ensure retention.
Build and manage relationships with high-ticket customers, leading on-time implementations and ensuring seamless onboarding and integration.
Act as a key liaison for customer feedback, translate business needs into actionable solutions, and collaborate cross-functionally to optimize customer success.
HighLevel is an AI-powered, all-in-one white-label sales and marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment where innovation thrives and people come first.
Own the commercial relationship for our most valuable customers in the Max segment and $2M+ revenue accounts.
Personally onboard every new Max and $2M+ customer and run quarterly business reviews covering credit, capital, and account health.
Identify and qualify capital opportunities and drive expansion through upsell and reduced churn.
We provide businesses with a comprehensive suite of cross-border banking services, including credit cards, deposit accounts, currency conversions, and revenue financing. We are a fast-growing fintech startup backed by VCs, with a supportive and inclusive culture that values diversity and work-life balance.
Own the post-sales journey for your customers, including onboarding, adoption, business reviews, renewal, and upsell.
Run your own renewals and upsells, including pricing and conversations with the economic buyer.
Guide customers through Travel Rule programmes and stablecoin payment products while working directly with their integration teams.
Notabene builds infrastructure for digital asset compliance and money movement in the crypto industry. With nearly 50 employees across 14 countries and backed by leading investors including Y Combinator, DRW, and F-Prime, they are evolving beyond compliance to enable efficient digital financial services between regulated institutions.
Own the success of Prospyr's largest enterprise customers by driving adoption, retention, and expansion.
Build deep relationships with customer stakeholders and serve as the primary point of contact for strategic accounts.
Proactively identify risks and opportunities, collaborating with internal teams to ensure customer value and growth.
Prospyr provides a comprehensive platform for healthcare and medical aesthetics practices to manage their operations. The company is a growing SaaS organization with a focus on customer success and innovation.
Drive revenue by building long-term relationships with senior and operational stakeholders.
Perform onboarding, marketing, training, and support activities to maximize growth and revenue.
Lead integration projects alongside solutions teams to provide technical solutions.
Flywire is a global payments enablement and software company that solves high-stakes, high-value payments. With over 1,400 employees across 15 offices worldwide, they foster a culture of passion, excitement, and global collaboration.