Account Manager

Anduin Transactions•Los Altos, CA

25d

About The Position

The private markets are a multi-trillion-dollar powerhouse that funds everything from tech startups to major infrastructure projects, yet much of it still operates on fragmented, inefficient legacy systems. At Anduin, we're changing that. The Anduin platform is built for the complete investor experience. We're not just improving a process; we're creating a better way for the entire industry to operate. The Anduin Platform has supported over $205 billion in capital raised, helping more than 1,180 funds and 64,000 investors transact in a more efficient and investor-friendly way. This remarkable traction is a testament to the powerful, tangible value we deliver to our clients every day, solidifying our position as a leader in the financial technology space. We're a global team of over 140 talented individuals with deep private market expertise across North America, Europe, and Asia. Since our founding in 2014, we've remained focused on our mission to revolutionize investing in alts and empower LP-GP relationships. If you're ready to join a team that is transforming an entire industry and making a real impact, we encourage you to apply. As an Associate Account Manager at Anduin, you will play a vital role in managing the day-to-day relationship with our GP clients. You will guide customers through their journey - from supporting the implementation kickoff to ensuring a smooth renewal process. You will serve as a reliable partner and product expert, helping our clients navigate the Anduin platform and realize its full value in their core workflows.

Requirements

1–3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms.
Proven track record of driving adoption and growing revenue across a portfolio of accounts.
Excellent communication and relationship management skills, with the ability to influence senior stakeholders.
Strong analytical, problem-solving, and organizational abilities.
Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment.
Experience collaborating cross-functionally with Sales, Product, and Engineering teams.

Nice To Haves

Experience in Private Markets, Financial Technology, or Legal Technology.
Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce).
Prior experience at a startup or high-growth technology company.

Responsibilities

Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal.
Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value.
Regularly monitor usage metrics and health scores
Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals.
Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices
Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines.
Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery.
Collaborate with Sales and Product to identify reference accounts, case studies, and product champions.
Leverage client feedback to influence product roadmap and prioritize key enhancements.
Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions.
Document learnings and process improvements to support scalability and operational excellence across the CS organization.
Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction.
Provide administrative and data support for renewal contracts and expansion deals.