Agora · 1 week ago
Account Manager, New York
New York, NY
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expAgora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital, investors, and operations. They are seeking an experienced Account Manager to own relationships with key existing customers, build long-term partnerships, and drive growth through upselling and cross-selling opportunities.
FinTechPropTechReal EstateReal Estate InvestmentSoftware
Responsibilities
Own and manage relationships with 50–100 existing customers, maintaining consistent engagement and trust
Identify and close upsell and cross-sell opportunities across Agora’s suite of solutions
Develop a deep understanding of each customer’s business, goals, and financial drivers to proactively recommend solutions
Leverage your financial acumen, ideally grounded in CPA training or experience, to speak credibly with CFOs, Controllers, and other senior finance leaders
Navigate complex financial conversations with maturity and professionalism, ensuring you balance partnership with commercial outcomes
Serve as a trusted advisor by combining a consultative approach with a strong understanding of financial services and the broader customer landscape
Collaborate closely with internal teams (Customer Success, Product, Marketing, and Leadership) to ensure customer satisfaction and identify new opportunities
Conduct regular check-ins, both virtually and in person, maintaining a consistent cadence of communication
Track, forecast, and report on pipeline and performance metrics
Represent Agora with professionalism and empathy at events, conferences, and customer meetings
Qualification
Required
A background in accounting or finance (CPA credentials or experience working in a CPA capacity is a strong plus, especially if paired with a transition into sales, client advisory, or revenue-generating roles)
5–7 years of experience in Account Management, ideally in SaaS or tech-enabled services with experience selling financial or professional services
Proven success in driving revenue through upselling and cross-selling
Ability to hold tough, high-stakes conversations with C-level finance executives while maintaining trust and partnership
Strong relationship management, negotiation, and closing skills
Detail-oriented with strong commercial instincts; able to contextualize data, financial statements, and ROI discussions in customer conversations
Proactive, self-motivated, and goal-oriented. Thrives in ownership and autonomy
Excellent communication and interpersonal abilities; able to connect with C-level executives and decision-makers
Experience with tools such as Salesforce, HubSpot, or LinkedIn Sales Navigator
Based in New York with the ability to travel to our Chelsea office 3–4 times a week
Preferred
Background or experience with Real Estate Investment, FinTech, or PropTech industries a plus
Benefits
Comprehensive health insurance
Flexible hybrid work model
Unlimited paid time off
Stock options and ownership opportunities
Commuter and lunch benefits
Team events, offsites, and an energetic company culture
Real opportunities for personal and professional growth
Company
Agora
Agora is a comprehensive platform empowering firms with efficient workflows and seamless operations to scale their businesses.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$63.89MKey Investors
Qumra CapitalInsight PartnersAleph
2024-05-16Series B· $34M
2022-08-17Series A· $20M
2021-11-03Seed· $9M
Leadership Team
Bar Mor
Co-Founder & CEO
Lior Dolinski
Co-Founder, CPO
Recent News
EIN Presswire
2025-12-02
Company data provided by crunchbase