Account Manager
Core
Serve as the trusted advisor for a portfolio of high-value mid-market clients using EquityList to manage their equity operations, driving retention, renewals, and upsells.
Role type
Founding Key Account Manager (B2B SaaS)
Builds
Equity compensation management platform for cap tables, equity grants, and compliance workflows
Domain
Fintech / Equity Management / Compliance
Deliverable
client delivery
Required skills
Account management, customer lifecycle management, renewal forecasting, upsell strategy, stakeholder management, data analysis, SQL, Excel
Preferred skills
Building systems and processes from scratch, entrepreneurial mindset
Technologies
SQL, Excel
Responsibilities
Lead Quarterly Business Reviews (QBRs) with C-level stakeholders, monitor account health and usage metrics to identify churn risks, partner with Marketing to develop case studies and testimonials, define KPIs and success metrics based on account potential, develop the account management playbook and processes for future hires.
Seniority
Senior, hands-on IC (Founding Team)
