Your Mission, Should You Choose To Accept
Join our passionate team of customer experts to solve real-world problems and help people spend less time managing expenses and more time pursuing their real goals. As we revolutionize the way people manage their expenses, being part of the Expensify team means building the easiest, fastest, and most efficient platform to automate everything expense-related.
Account Management at Expensify
Own a portfolio of our biggest customers, from onboarding through renewal and growth. You'll be the person enterprise customers trust to keep things running, and to spot the next opportunity before they've even asked. If you like turning usage data into revenue outcomes and holding your own in a C-suite conversation, this one's for you.
As an Enterprise Account Manager, your responsibilities include:
Building trusted relationships with senior stakeholders across finance, IT and operations, right up to the C-suite
Owning the full account lifecycle, from onboarding through adoption, renewal and growth
Spotting risk and opportunity early, and acting before the customer has to ask
Guiding customers through migrations and product rollouts, so change feels planned rather than disruptive
Turning usage data into a clear account plan that ties activity back to revenue
Driving adoption of Expensify's core products, including expense management, global reimbursement, Expensify Card and Travel
Acting as the bridge between customers and our product and engineering teams, translating feedback into something they can act on
Managing renewals, upsell and cross-sell conversations, and holding your own in contract talks
You'll be expected to:
Improve net dollar retention across your portfolio
Engage with your accounts every quarter
Forecast and increase contract renewals
Increase product adoption across your accounts
About You
We're looking for an Enterprise Account Manager who thinks like a product manager and acts like a trusted advisor. You understand how software works, and financial systems knowledge is a bonus. You're comfortable with data, not vibes, and you build account plans that tie activity back to revenue. You use AI to work smarter, but you never let it replace your own judgment. You see a problem and want to fix it, even when it isn't technically yours to fix.
Experience and Background
Required
3+ years of B2B SaaS account management or customer success experience, with direct ownership of a customer portfolio
Experience owning renewals, retention, and growth, including commercial conversations around pricing, expansion, or contract terms
Strong product and technical fluency, with experience working through APIs, integrations, or other connected software systems
Strong data literacy, including using spreadsheets, dashboards, usage data, and reporting tools to make decisions and build a business case
Strong written and verbal communication, with the ability to work effectively with both technical teams and senior customer stakeholders
Comfort operating autonomously, setting priorities and managing competing demands without heavy day-to-day direction
Desirable
Experience with FinTech, payments, spend management, accounting, ERP, or other financial software
Familiarity with tools and integrations such as NetSuite, Okta, Workday, HubSpot, GitHub, Gong, or similar platforms
Experience using AI to automate workflows, improve processes, or solve business problems
Experience managing global customers and working effectively across time zones and asynchronously
Compensation & Benefits:
401(k) with up to 4.5% employer match
100% employer-paid medical, dental, and vision coverage
$20,000 annual fertility and family-building benefit through Carrot
Up to $5,000 in relocation reimbursement if you move to one of our offices
Three months of paid parental leave; six months for birthing parents
Commuter, healthcare FSA, and dependent care FSA benefits
Flexible vacation policy
We’re committed to providing a fair and inclusive hiring experience. If you need a reasonable accommodation at any stage of the process, just let us know—we’re happy to help
Requires 3+ years of B2B SaaS account management or customer success experience, portfolio ownership, renewal and growth experience, technical fluency, data literacy, and strong communication skills.
Key Responsibilities
- managing accounts
- driving adoption
- forecasting renewals
Skills & Tools
APIs, NetSuite, Okta, Workday, HubSpot, GitHub, Gong
Job Details
- Category: Business Operations
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Salary: USD 90,000 – 150,000 / year
- Languages: English
Benefits
- 401k matching
- Retirement plan
- Generous parental leave
- Relocation assistance
About Expensify
A financial technology company providing software for expense management, reimbursements, corporate cards, and travel. — Industry: Information Technology