Account Manager (Fintech SaaS)

EQL Tech • Dallas, TX

11h

About The Position

Account Manager (Fintech SaaS) – PE-Backed
We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services landscape. Backed by a premier Private Equity firm, we are scaling our sales organisation to meet the demand of mid-market firms and professional services organisations. We are looking for a relationship-driven Account Manager who understands the "Partnership" dynamic of professional service firms and can manage and grow a portfolio of existing clients while identifying expansion opportunities.
What You'll Do
Own Your Accounts: Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor.
Drive Retention & Growth: Own renewal cycles and identify upsell and cross-sell opportunities within your book of business.
Consultative Engagement: Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs.
Strategic Multi-Threading: Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors.
Pipeline Hygiene: Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).
Who You Are
The Relationship Builder: 3–7+ years in B2B SaaS with 2+ years specifically in account management, customer success, or renewal-focused roles.
Fintech/Compliance Fluency: Experience selling into or managing accounts within financial services, professional services, or regulated industries.
Commercial Mindset: A track record of hitting net revenue retention (NRR) targets through expansion and renewal — not just satisfaction scores.
Multi-Stakeholder Navigation: Comfortable managing complex organisations and aligning multiple decision-makers to outcomes.
Process-Driven: Disciplined CRM habits and a structured approach to account planning and forecasting.
What's In It For You
Competitive base salary + uncapped commission (PE-backed stability).
Full health benefits and flexible PTO.
An opportunity to join a company undergoing a major scaling phase post-acquisition.
This isn't a support role. It's a strategic opportunity to own and grow a portfolio at a fast-growing company.
Apply now. Only exceptional candidates will be considered.
INDEQL

Requirements

• 3–7+ years in B2B SaaS with 2+ years specifically in account management, customer success, or renewal-focused roles.
• Experience selling into or managing accounts within financial services, professional services, or regulated industries.
• A track record of hitting net revenue retention (NRR) targets through expansion and renewal — not just satisfaction scores.
• Comfortable managing complex organisations and aligning multiple decision-makers to outcomes.
• Disciplined CRM habits and a structured approach to account planning and forecasting.

Responsibilities

• Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor.
• Own renewal cycles and identify upsell and cross-sell opportunities within your book of business.
• Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs.
• Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors.
• Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).

Benefits

• Competitive base salary + uncapped commission (PE-backed stability).
• Full health benefits and flexible PTO.
• An opportunity to join a company undergoing a major scaling phase post-acquisition.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed