Account Manager, Financial Institutions
About The Position
The Account Manager, Financial Institutions will join TRM's US Private Sector team, focused on protecting and expanding existing customer revenue . This is a fast-paced, high-ownership role managing a large book of accounts that move quickly and require disciplined execution. The Account Manager owns the post-sale customer relationship , including renewals, expansions, and day-to-day account management. This role partners closely with Sales, Customer Success, Product , and Operations to ensure customers realize ongoing value from TRM's blockchain intelligence solutions. The ideal candidate is customer-obsessed, highly organized, commercially sharp, and comfortable operating autonomously across a high-volume portfolio.
Responsibilities
- Own and manage a book of ~70+ financial institution accounts, serving as the primary point of contact across renewals, expansions, and ongoing engagement
- Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, and operational priorities
- Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining ≥95% Net Revenue Retention
- Identify and execute upsell and cross-sell opportunities within existing accounts to achieve individual quota targets
- Ensure customers realize consistent value from TRM's products by aligning solutions to customer workflows and evolving needs
- Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools
- Respond rapidly to customer inquiries and requests
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
