EQL Tech (sales & engineering talent)

Account Manager – Fintech SaaS

EQL Tech (sales & engineering talent)

full-time

Posted on:

Location Type: Remote

Location: Texas • United States

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About the role

  • Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor.
  • Own renewal cycles and identify upsell and cross-sell opportunities within your book of business.
  • Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs.
  • Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors.
  • Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).

Requirements

  • 3–7+ years in B2B SaaS with 2+ years specifically in account management, customer success, or renewal-focused roles.
  • Experience selling into or managing accounts within financial services, professional services, or regulated industries.
  • A track record of hitting net revenue retention (NRR) targets through expansion and renewal — not just satisfaction scores.
  • Comfortable managing complex organisations and aligning multiple decision-makers to outcomes.
  • Disciplined CRM habits and a structured approach to account planning and forecasting.
Benefits
  • Competitive base salary + uncapped commission (PE-backed stability).
  • Full health benefits and flexible PTO.
  • An opportunity to join a company undergoing a major scaling phase post-acquisition.
Applicant Tracking System Keywords

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

Hard Skills & Tools
account managementcustomer successrenewal managementB2B SaaSnet revenue retentionaccount planningforecastingupsellingcross-sellingstructured methodology
Soft Skills
relationship managementcommunicationstakeholder engagementorganizational skillsproblem-solvingadaptabilitystrategic thinkingcollaborationdisciplinetrust-building