Note: The job is a remote job and is open to candidates in USA. Flex is building the AI-native private bank for business owners, re-architecting the financial system for entrepreneurs. As an Account Manager, you will take ownership of a portfolio of high-growth customers, driving adoption, retention, and expansion across financial products while influencing product direction through customer feedback.
Responsibilities
- Own customer relationships: Serve as the main point of contact for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and long-term retention
- Drive revenue growth: Identify opportunities to expand customer value, deepening product adoption, and aligning new Flex solutions to their specific business needs and pain points
- Proactively manage accounts: Analyze customer health, usage, and spend patterns to anticipate needs and mitigate churn risk
- Influence product direction: Gather and synthesize customer feedback to help shape future features, workflows, and user experiences
- Build scalable processes: Help design, refine, and document customer success playbooks for an evolving, fast-moving startup environment
- Collaborate cross-functionally: Partner with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable business outcomes
Skills
- 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services
- Proven ability to manage a book of business, drive renewals, and expand account value
- Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights
- Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment
- Strong analytical instincts and a passion for helping customers succeed
- Proven track record of hitting and exceeding quotas Consistently a top 10% performer
Benefits
- Work on real money, real risk — Payments, credit, and banking at serious scale.
- Founder-level exposure — Direct access to leadership, customers, and investors.
- Real upside — Meaningful equity if you help build something big.
Company Overview