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ScoutLab.io · 4 days ago

Account Manager - AI FinTech SaaS – $20M in Series B Equity - $120k Base, $200K and up OTE -Remote

United States

Full-time

Remote

Mid Level

$120K/yr - $200K/yr

3+ years exp

ScoutLab.io is a Private Equity backed FinTech firm revolutionizing the K-1 investment space with AI-driven technology. The Account Manager will serve as the primary contact for clients, ensuring product utilization and managing renewals and upsell opportunities while collaborating with cross-functional teams.

Staffing & Recruiting

Hiring Manager

Jill Weitzman

Responsibilities

Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1 products

Develop and maintain accurate revenue forecasts, working closely with finance, sales, client success, and operations teams

Monitor account health metrics and revenue indicators to predict and prevent potential churn

Lead negotiations and support the close of renewals and upsell opportunities

Work closely with the sales team to identify and act on cross-selling opportunities

Monitor and analyze client data in collaboration with the client success team to ensure optimal usage and additional product engagement of the platform

Qualification

SaaS Account ManagementTax Software ExperienceClient Success SoftwareData Analytics ToolsNegotiation SkillsStartup ExperienceCommunication SkillsInterpersonal SkillsProblem Solving

Required

3+ years of SaaS AM, Tax and or accounting software experience

Serve as the primary contact for a portfolio of clients, ensuring continued utilization of K1 products

Develop and maintain accurate revenue forecasts, working closely with finance, sales, client success, and operations teams

Monitor account health metrics and revenue indicators to predict and prevent potential churn

Lead negotiations and support the close of renewals and upsell opportunities

Work closely with the sales team to identify and act on cross-selling opportunities

Monitor and analyze client data in collaboration with the client success team to ensure optimal usage and additional product engagement of the platform

3-5 years of experience in Account Management or Sales roles

Strong background in financial technology or enterprise-level tech companies

Strong experience with client success software such as Gainsight and Hubspot

Proven experience with deal-making, negotiations, and managing client relationships in a revenue-driven environment

Ability to solve complex problems and provide data-driven insights

Experience working with data analytics tools, CRMs, or client reporting systems

A growth mindset with a drive to advance in your career and adapt in a fast-growing company

Excellent communication and interpersonal skills, with the ability to influence key stakeholders