Account Manager, Financial Institutions jobs in United States
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TRM Labs · 2 weeks ago

Account Manager, Financial Institutions

TRM Labs is a blockchain intelligence company focused on building a safer financial system. The Account Manager for Financial Institutions will manage a large portfolio of accounts, ensuring customer satisfaction and driving revenue through renewals and expansions.

Big DataBlockchainComplianceCryptocurrency
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Comp. & Benefits

Responsibilities

Own and manage a book of ~70+ financial institution accounts, serving as the primary point of contact across renewals, expansions, and ongoing engagement
Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, and operational priorities
Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining ≥95% Net Revenue Retention
Identify and execute upsell and cross-sell opportunities within existing accounts to achieve individual quota targets
Ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs
Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools
Respond rapidly to customer inquiries and requests (<3 business hours), balancing speed with high-quality, consultative engagement
Partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience
Develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM

Qualification

Account ManagementCustomer SuccessFinancial Crime ComplianceSalesforceSaaS ExperienceCustomer Relationship BuildingCommunicationTeam CollaborationAdaptability

Required

3+ years of experience in Account Management, Customer Success, or post-sale SaaS roles, ideally supporting financial institutions
Experience managing renewals, expansions, and commercial conversations with quota responsibility
Familiarity with financial crime compliance, risk, or related domains (AML, sanctions, KYC), or strong aptitude to ramp quickly
Comfort managing a high-volume book of business with competing priorities and tight timelines
Strong customer presence with the ability to build trust and credibility across senior and working-level stakeholders
Clear, direct communicator who listens actively and drives alignment on next steps
Proficient with CRM and sales tooling (e.g., Salesforce); disciplined about pipeline hygiene and forecasting
Highly autonomous and accountable; owns outcomes and follows through on commitments
Adaptable and resilient in a fast-moving environment where priorities evolve quickly
Collaborative team player who works effectively across Sales, CS, Product, and Operations

Company

TRM Labs

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TRM Labs is a software company that offers blockchain, transaction monitoring, and analytics to help financial institutions and governments.

Funding

Current Stage
Growth Stage
Total Funding
$149.9M
Key Investors
Thoma BravoJP Morgan ChaseTiger Global Management
2022-11-09Series B· $70M
2022-04-04Series B
2022-02-28Series Unknown

Leadership Team

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Esteban Castano
Co-founder & CEO
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Rahul Raina
Co-Founder
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Company data provided by crunchbase