Ambrook

Account Manager – Full Service

Ambrook

full-time

Posted on:

Location Type: Remote

Location: California • Colorado • United States

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Salary

💰 $80,000 - $130,000 per year

About the role

  • Own a portfolio of high priority customer relationships, ensuring their financial systems are set up for insight and action.
  • Advise customers on how to leverage their financial data to make better decisions—whether it’s breakeven pricing, enterprise profitability, or loan readiness.
  • Build repeatable processes, documentation, and automated workflows that contribute to a scalable service model.
  • Grow customer relationships over time, identifying expansion opportunities and collaborating with sales when appropriate.
  • Build deep product fluency by immersing yourself in our software, services, and internal tools to speak with confidence and clarity to customers
  • Shadow priority customer and design partner onboarding calls and start building your own relationships with producers
  • Get up to speed on how Ambrook serves customers with multi-entity operations, complex reporting needs, or evolving business structures
  • Audit existing team workflows to identify highest-leverage automation opportunities.
  • Begin building agents or automations to streamline at least one core repetitive workflow.
  • Own onboarding for new mid-market customers, designing solutions and ensuring successful implementation
  • Proactively identify common pain points and create documentation, tools, or processes to address them, including agents that remove > 30% of manual effort from core workflows
  • Become a trusted partner to producers by helping them unlock insights from their financial data
  • Shape the customer journey, contributing to retention and expansion strategies that turn satisfied users into vocal advocates
  • Act as a bridge between the customer and the broader team, surfacing insights to influence marketing, support, and product development.
  • Fully own a book of business across full-service and mid-market customers, driving retention and satisfaction
  • Move beyond onboarding and monthly check-ins to run substantive customer business reviews, helping customers understand enterprise profitability, benchmark performance, and make forward-looking operational and financial decisions.
  • Partner with Product, Design, and Engineering teams to shape new features and improvements based on customer needs
  • Own enhancements to data and automation infrastructure that help the team focus on the highest value activities for customers
  • Develop a point of view on what 'full service' looks like at scale, contributing to how Ambrook evolves its advisory offering over time.
  • Pilot new playbooks for onboarding or expansion with high-opportunity accounts.

Requirements

  • You have a background in finance, accounting, FP&A, or consulting, and a solid understanding of financial statements and financial management
  • You have a curiosity about working with agricultural producers or rural businesses, or have worked with them directly
  • You’re comfortable working directly with customers to troubleshoot financial data and enjoy turning messy or incomplete information into something useful and actionable.
  • You have strong technical aptitude and can quickly learn, configure, and navigate new software platforms, workflows, and tools.
  • You’re naturally curious and have strong written and verbal communication skills
  • You’re a patient, thoughtful communicator who builds trust quickly
Benefits
  • Competitive salary
  • Health insurance
  • 401(k) with matching contribution
  • Flexible vacation time
  • Flexible work hours
  • Work-from-home/remote office stipend, or desk at Ambrook’s NYC office
  • Wellness stipend
  • Professional development stipend
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial managementfinancial statementsFP&Aconsultingdata automationworkflow designprocess documentationcustomer onboardingenterprise profitabilitybreakeven pricing
Soft Skills
communicationcustomer relationship managementproblem-solvingcuriositytrust buildingpatiencethoughtfulnesscollaborationadaptabilityanalytical thinking