Aptitude Software · 1 week ago
Aptitude Software - Senior Account Manager - Boston
Aptitude Software is seeking a Senior Client Success Manager to drive successful engagement with enterprise clients in the banking, finance, and subscriptions markets. The role involves leading strategic management efforts, ensuring client retention and growth, and delivering against revenue targets.
AccountingAppsFinanceSoftware
Responsibilities
Own and deliver against annual revenue targets (renewals + expansion) across your client portfolio
Independently negotiate and close renewals and expansions, including multi-year and enterprise-wide contracts
Drive upsell and cross-sell across the full solution suite, identifying whitespace opportunities and expanding into parent companies, subsidiaries, and sister organisations
Lead C-suite level engagements, delivering compelling ROI-focused QBRs and positioning Aptitude as a growth partner
Build and execute strategic account expansion plans that directly tie product adoption to commercial outcomes
Accurately forecast pipeline and deliver ≥90% forecasting accuracy on renewals and expansions
Qualification
Required
10+ years' experience in enterprise SaaS Customer Success or Account Management roles
Proven track record of closing renewals and expansions independently - not reliant on Sales
Demonstrable success in expanding accounts into parent/sister companies and new business units
Consistent history of achieving or exceeding commercial targets (renewals, upsells, multi-year expansions)
Exceptional executive presence and confidence influencing C-level stakeholders
Deep commercial acumen with the ability to link product adoption directly to business outcomes and ROI
Benefits
401(k) retirement plan with matching
Competitive vacation and paid time off
Healthcare benefits – medical insurance, dental insurance and vision plans
Pre-tax saving accounts
Life and Disability Insurance
ShareSave scheme (ability to purchase company shares on preferential terms)
Flexible working conditions and hybrid work model
Company
Aptitude Software
Aptitude Software deliver financial integration, accounting engines and other solutions.
Funding
Current Stage
Late StageRecent News
FinTech Global
2025-10-15
2025-09-24
FF News | Fintech Finance
2025-09-24
Company data provided by crunchbase