Account Manager

StaxOrlando, FL

About The Position

As an Account Manager, your role is ensuring a positive user experience for our members, primarily through customer service and account management. You will guide members from the pre approval process to terminal deployment to submitting their first transactions, and maintaining the relationship for the life of the account. You are the merchant-facing problem solver, and you are to ensure any technical issues that develop from hardware are resolved. Your role is to be the expert for everything product, account, and service related, and to ensure onboarded accounts continue to process and upsell into these customers either directly or indirectly. You will work hand-in-hand with the Customer Success Manager as well as your Operations Director.

Requirements

  • 2+ years working with customers
  • 2+ years of CRM experience
  • Bilingual - Fluent in English and Spanish
  • Experience within the payments industry
  • Bachelor's degree or equivalent work experience
  • Excellent communication skills, to work within team and client relations
  • Ability to work under pressure in fast-paced environment and prioritize workload
  • Strong attention to detail
  • Project Management mindset
  • Solution oriented with the ability to think strategically and creatively in decision making
  • Able to take direction and feedback well, yet being forward-thinking to challenge the status quo
  • Ability to effectively communicate with potential customers, the sales department, and the marketing department
  • Solid Microsoft Office skills foundation
  • Experience/Desire to contribute to the broader goals of the organization beyond your immediate job description

Responsibilities

  • Manage an assigned book of business overseeing all aspects of key accounts & client relationships
  • Manage and grow existing client accounts monthly, by initiating contact with clients, identifying their needs and selling appropriate products to meet those needs
  • Deliver service ticket requests
  • Maintain internal reporting, organization, and ticketing system
  • Work with Customer Success Manager on identifying trends and maintaining book of business
  • Identify ways we can improve internal processes
  • Keep client demographics tracking up to date
  • Other duties as assigned
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