Associate Account Manager

equipifi • Scottsdale, AZ

2d • $70,000 • Hybrid

About The Position

As an Associate Account Manager at equipifi, you’ll be the heartbeat of our customer relationships - helping their consumers fully adopt the equipifi platform. You’ll support customers after they launch on our platform, helping them maximize value from equipifi while building trust through thoughtful check-ins, performance insights, and proactive communication. If you love connecting the dots between customers and internal teams - (and you have a knack for how that drives engagement, retention, and long-term success), then keep reading.

Requirements

• Customer-facing experience is a strong bonus, but not required. If you’ve been dreaming about building the right career in account management and you love helping people thrive, this is a great place to start.
• A customer-first mindset: you read the room well, ask thoughtful questions, and people genuinely like working with you
• Clear, confident communication skills - whether you’re leading a call, sending a follow-up, or translating “customer speak” for internal teams
• Strong organizational skills and attention to detail (you notice when something’s off… and you fix it)
• A natural curiosity and eagerness to learn - you’re excited to master the equipifi platform and help customers get real value from it
• You’re fearless in tackling new tools and systems (CRM experience like HubSpot or Salesforce is great, but we can teach you the rest and you’re quick to dive in)
• A collaborative, positive attitude - you believe great customer experiences are built together, not alone

Nice To Haves

• Familiarity with banking, credit unions, fintech, or financial services (extra gold star if you have lending experience)

Responsibilities

• Customer Activation & Adoption You’ll help customers move from launch to value by supporting onboarding activities, driving platform adoption, and encouraging consumer engagement. Through regular check-ins and performance reviews, you’ll help customers understand how equipifi fits into their goals - and spot opportunities to increase usage and impact across their organization.
• Trusted Client Relationships You’ll build and maintain strong relationships with key stakeholders across assigned accounts, becoming a reliable point of contact for day-to-day needs. By keeping a close pulse on sentiment, performance, and risks, you’ll help ensure customers feel supported, heard, and confident in their partnership with equipifi.
• Engagement, Retention & Optimization Support You’ll support ongoing customer engagement by tracking account performance, reviewing support tickets, and assisting with optimization plans. Working closely with your leader and cross-functional teams, you’ll help guide accounts toward renewal-ready outcomes and contribute to high customer satisfaction, retention, and long-term success.

Benefits

• Competitive compensation includes stock options offered to all employees
• Unlimited Paid Time Off, plus paid holidays, and parental leave
• Flexible hybrid office/work from home philosophy.
• 401(k) program available with 50% match up to 5%
• Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents’ premiums
• Long-term and Short-term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi

What This Job Offers

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