Account Manager (m/w/d) – SMB Portfolio
Core
Manage a portfolio of ~400 SMB customers, focusing on relationship management, revenue retention, and growth for Agicap's financial management platform.
Role type
Account Manager (SMB)
Builds
Customer retention, upsell opportunities, and strategic account planning for a Fintech SaaS product.
Domain
Fintech / SaaS
Deliverable
client delivery
Required skills
B2B sales experience, negotiation, CRM management, strategic planning, churn management, stakeholder communication
Preferred skills
Analytical mindset, product feedback, stress resilience
Responsibilities
Manage full portfolio ownership, handle renewals and churn requests, qualify upsell leads, conduct strategic planning (EBRs), resolve escalations, maintain CRM hygiene.
Seniority
Individual Contributor
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