Associate Account Manager

KyribaNew York, NY
Hybrid

About The Position

Kyriba is a global fintech leader empowering CFOs and finance teams with cloud-based treasury, payments, risk management and working capital solutions. We serve 3,000+ customers worldwide, managing $15 trillion in payments annually and helping businesses optimize liquidity performance across the enterprise. We're on a mission to become the most sought-after cloud technology company globally. We think big, innovate relentlessly, and challenge the status quo every day. If you are a problem-solver who’s ready to push boundaries and achieve more than you thought possible-you'll find an exceptional career within an extraordinary business.

Requirements

  • Organizational Skills: The ability to manage upwards of potentially 40+ change orders or client inquiries simultaneously.
  • 2-3 years of business experience in customer-facing roles, preferably SaaS software.
  • Sales, BDR, or Customer Success Experience.
  • Ability to learn quickly and adapt to new tools and technologies.
  • Proficiency in MS/Google tools: Word, PPT, XLS.
  • Proficiency in Salesforce or a comparable tool.
  • Passionate about building relationships and working directly with customers.
  • Comfortable managing through conflict and escalation.
  • Self-starter with strong time management and organizational skills.
  • Proven track record managing multiple priorities at a time.
  • Ability to thrive in a changing environment of a growing team and organization.
  • Excellent communication skills - oral and written.
  • Ability to work across multiple teams internally.
  • Comfortable being measured to targets.
  • Ability to travel, up to 20% to be onsite with clients or at events.
  • Strong interpersonal skills and comfortable working with lots of different people.

Nice To Haves

  • Degree in Finance, Accounting, Treasury, Business Management, or equivalent preferred.
  • Background working in Treasury, Cash Management or equivalent is preferred.

Responsibilities

  • Aligning with the Account Managers that you support to determine the strategy for your account portfolio to maximize and protect revenue through weekly 1:1 and quarterly territory planning
  • Management of smaller dollar transactions, such as adding banks, users, etc, including the creation and delivery of change orders in coordination with the AMs.
  • Generate and mature pipeline for customer portfolio, through customer interactions (meetings, emails, etc.) as well as campaigns coordinated with AMs / AM Leadership
  • Support AMs through a “divide and conquer ”mentality to ensure all customers are properly supported and opportunities for expansion are maximized.
  • Coordination of consulting services scope and pricing for ad-hoc professional services needs.
  • Participate and support other key events led by customer-facing roles (AM, SAM, Product) such as Executive Business Reviews, strategic meetings, demonstrations, Support Cadences as needed.
  • Partner with cross-functional teams (Sales, CEEs, Support, Professional Services, Product, and Marketing) to ensure a smooth and consistent customer experience.
  • Prepare and/or review and analyze renewal audits in advance of renewal timeframes (2+ quarters ahead of contract expiration).
  • Handle routine issues and escalate and manage customer issues if needed or if beyond the scope of the role.
  • Work with the Renewal team to review the renewal packets and strategize with the account management team on renewal options for their clients.
  • Compliment the services of the AM, but not duplicate efforts, meeting attendance, etc.
  • Prepare and Deliver QBR to review goals and achievements from previous quarter as well plan for upcoming quarter.
  • 80% revenue focused tasks (pipeline build, deal maturation, deal closure, renewal retention).
  • 20% admin and support functions.

Benefits

  • Comprehensive range of health, welfare and wellbeing benefits designed to support both your professional and personal life.
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