Design and lead Koalafi’s centralized Account Management organization covering Enterprise, Mid-Market, and SMB segments.
Establish Account Management as a core driver of growth, responsible for retention, expansion, renewals, and executive advocacy.
Build and execute scalable frameworks, playbooks, and coverage models to support consistent and measurable outcomes.
Partner closely with Sales, Product, Marketing, and Operations to ensure merchant insights directly shape company strategy.
Drive measurable increases in originations from existing accounts and expansion of first-look/exclusive partnerships.
Develop structured, data-driven success plans tied to merchant business outcomes.
Lead renewal and expansion forecasting processes to identify opportunities and proactively manage risk.
Establish a cadence of high-impact executive reviews and QBRs that focus on growth strategy—not just reporting.
Develop and implement strategies by defining key metrics and setting annual sales quotas to drive profitable business growth in existing partner relationships.
Implement scalable lifecycle management across onboarding, adoption, and renewal.
Identify and capitalize on emerging market opportunities by developing strategic initiatives that expand client relationships, drive revenue growth, and strengthen the company’s competitive position.
Introduce automation, digital tools, and self-service dashboards to extend reach and efficiency.
Build and lead the Voice of the Customer system, including a Merchant Advisory Board, to translate partner feedback into action.
Create insights reporting that informs cross-functional prioritization and roadmap planning.
Build, coach, and grow a high-performing Account Management team that blends sales, strategy, and operational expertise.
Requirements
10+ years of experience in Account Management, Client Success, or Strategic Partnerships, with 5+ years in senior leadership.
A data-driven operator with strong analytical instincts—able to translate performance trends, partner data, and customer insights into actionable strategies and measurable growth.
Demonstrated success in building, scaling, and leading high-performing Account Management functions with a track record of exceeding retention, expansion, and revenue goals.
Proven ability to drive growth and operational excellence across B2B or platform-based partnerships (fintech, SaaS, or payments experience ideal).
Strategic and operational depth—able to design systems, metrics, and playbooks that scale.
Demonstrated ability to leverage analytics, automation, and digital engagement to amplify AM efficiency and impact.
Exceptional communication and relationship-building skills with executives and partners.
A builder’s mindset—energized by designing teams, processes, and strategies that create lasting value.
Benefits
Comprehensive medical, dental, and vision coverage
20 PTO days + 11 paid holidays
401(k) retirement with company matching
Student Loan & Tuition Reimbursement
Commuter assistance
Parental leave (maternal + paternal)
Inclusion and Associate Engagement Programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.