Key Account Manager – Fintech / SaaS

About the Role

We are looking for experienced Key Account Managers to manage and grow relationships with its credit card customers.
This role combines account management, customer relationship development, and consultative sales. You will understand each customer’s business needs, help them get value from Dash.fi’s products, identify opportunities to grow their accounts, and coordinate with internal teams to resolve concerns.

We are looking for candidates with a strong track record in fintech or SaaS account management. Direct experience with credit cards, payments, or financial technology products is highly preferred.

Key Responsibilities

Account Management and Customer Relationships

• Manage an assigned portfolio of customers and serve as their primary relationship contact.
• Build strong relationships with business owners, finance teams, and other key decision-makers.
• Understand each customer’s goals, spending patterns, and account needs.
• Conduct regular check-ins and account reviews to discuss performance, concerns, and growth opportunities.
• Maintain clear account plans, records, and follow-up actions.

Account Growth and Sales

• Identify opportunities to increase product adoption, customer engagement, and account usage.
• Recommend relevant products or features based on customer needs and eligibility.
• Manage account expansion opportunities from initial discussion through follow-up and completion.
• Address customer objections and explain product value clearly.
• Work toward agreed account growth, retention, and sales targets.

Customer Onboarding and Product Adoption

• Coordinate with onboarding and support teams to help customers get started successfully.
• Guide customers through relevant product features and account processes.
• Follow up on onboarding delays, incomplete requirements, or adoption challenges.
• Help customers understand available resources and support channels.

Issue Resolution and Internal Coordination

• Coordinate with Customer Support, Operations, Risk, and other relevant teams to address account concerns.
• Track escalations and keep customers informed until issues are resolved.
• Communicate customer requests accurately and set realistic expectations.
• Follow company procedures when handling sensitive account information.
• Refer credit decisions, account restrictions, and exceptions to authorized teams.

Reporting and Customer Insights

• Keep customer records, account activity, and sales opportunities updated in the CRM.
• Monitor account health and identify early signs of reduced engagement or potential churn.
• Prepare regular updates on portfolio performance, account risks, and growth opportunities.
• Share customer feedback to help improve products, processes, and the customer experience.

Required Qualifications

• At least 2 years of relevant account management experience, ideally within the 2–5-year range.
• Direct experience managing business customers in fintech or SaaS.
• Demonstrated success in customer retention, account growth, consultative sales, or portfolio management.
• Excellent written and spoken English, with confidence leading calls and presentations for US-based customers.
• Strong relationship-building, negotiation, problem-solving, and follow-through skills.
• Ability to understand customer needs and translate product features into clear business value.
• Experience using CRM software to manage accounts, activities, and sales opportunities.
• Working knowledge of Excel or Google Sheets for tracking and reviewing account performance.
• Ability to work independently, manage competing priorities, and collaborate effectively in a remote environment.

Preferred Qualifications

• Experience with corporate credit cards, business payments, spend management, or other financial technology products.
• Experience managing US-based business accounts.
• Experience handling high-value accounts or a portfolio with measurable revenue or usage targets.
• Experience conducting business reviews, presenting account insights, and developing account growth plans.
• Familiarity with financial statements, cash flow concepts, and business spending patterns.
• Bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent relevant experience.

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