About the Role
This is a founding role within a well-funded fintech banking startup, giving you the opportunity to build the Account Management function from the ground up. Reporting to the Head of Growth, you'll own the full post-sale customer lifecycle — from onboarding through revenue ramp — and work at the intersection of product, operations, compliance, and engineering to serve a global base of bank and fintech customers.
What You'll Do
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Define and build the Account Management function, including processes, KPIs, and success criteria.
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Lead customer onboarding and integrations after contract signature, coordinating across product, operations, and compliance teams.
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Own day-to-day customer relationships to drive revenue ramp, surface product feedback, and prevent churn.
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Design and execute upsell strategies and coordinate new product launches cross-functionally.
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Manage complex stakeholder relationships, including C-suite executives, founders, and shareholders.
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Build automation and tooling to reduce manual effort and increase repeatability across account management workflows.
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Translate customer insights directly into product roadmap input for prioritization and enhancements.
What We're Looking For
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2–7 years of experience in a Consulting, Chief of Staff, or Founder's Associate role at a fast-paced startup.
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Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function from scratch.
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Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders.
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Background in financial products, banking, payments, or fintech infrastructure; exposure to stablecoins or digital assets is a plus.
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Strong project management skills with the ability to handle senior, complex stakeholder environments.
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Systems-first mindset with a bias toward automation and scalable process design.
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Experience with CRM and customer success tooling for enterprise account management.
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Comfort operating in regulated or compliance-heavy customer onboarding environments.
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Based in New York City or willing to relocate; comfortable traveling globally (US, Europe, APAC, LATAM).
Compensation & Benefits
Base salary range: $150,000 – $230,000 USD annually. Visa sponsorship is available.
Location
On-site in New York, NY, USA.