TRM Labs

Account Manager, Financial Institutions

TRM Labs

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

Mid-LevelSenior

About the role

  • Own and manage a book of ~70+ financial institution accounts, serving as the primary point of contact across renewals, expansions, and ongoing engagement
  • Build and maintain trusted relationships with key customer stakeholders, understanding their compliance, risk, and operational priorities
  • Drive renewal execution end-to-end, including discovery, proposal development, pricing, contracting, and close, while maintaining ≥95% Net Revenue Retention
  • Identify and execute upsell and cross-sell opportunities within existing accounts to achieve individual quota targets
  • Ensure customers realize consistent value from TRM’s products by aligning solutions to customer workflows and evolving needs
  • Maintain accurate pipeline, renewal forecasts, and account health tracking in Salesforce and related tools
  • Respond rapidly to customer inquiries and requests (<3 business hours), balancing speed with high-quality, consultative engagement
  • Partner cross-functionally to resolve issues, surface customer feedback, and continuously improve the customer experience
  • Develop a base of satisfied customers who renew consistently, expand over time, and advocate for TRM

Requirements

  • 3+ years of experience in Account Management, Customer Success, or post-sale SaaS roles
  • Experience managing renewals, expansions, and commercial conversations with quota responsibility
  • Familiarity with financial crime compliance, risk, or related domains (AML, sanctions, KYC), or strong aptitude to ramp quickly
  • Comfort managing a high-volume book of business with competing priorities and tight timelines
  • Strong customer presence with the ability to build trust and credibility across senior and working-level stakeholders
  • Clear, direct communicator who listens actively and drives alignment on next steps
  • Proficient with CRM and sales tooling (e.g., Salesforce); disciplined about pipeline hygiene and forecasting
  • Highly autonomous and accountable; owns outcomes and follows through on commitments
  • Adaptable and resilient in a fast-moving environment where priorities evolve quickly
  • Collaborative team player who works effectively across Sales, CS, Product, and Operations
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options

Applicant Tracking System Keywords

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

Hard skills
Account ManagementCustomer SuccessSaaSRenewalsExpansionsQuotasPipeline ManagementForecastingSales StrategyUpselling
Soft skills
Relationship BuildingTrust and CredibilityCommunicationActive ListeningCollaborationAutonomyAccountabilityAdaptabilityResilienceProblem Solving