Associate Account Manager, Credit Union Fintech, New York

The Role

A 16-person, seed-stage fintech in New York builds a marketing and engagement platform for credit unions. It is hiring three Associate Account Managers.

Each one runs a book of around 30 credit union partners. The job blends customer success and account management: you onboard the partner, get them using the platform, and grow the account. Many of these customers have a small marketing team or none, so you end up as their marketing coach as well as their account manager.

What You Will Do

• Run a book of around 30 partners, meeting each one every two weeks
• Move each partner through its adoption milestones on the platform
• Onboard new partners, including implementation and data mapping with the product team
• Coach customers on their marketing where they lack the people or the time
• Plan across the whole portfolio so no account goes quiet
• Work to commission-based adoption goals, with weekly strategy sessions and regular one-to-ones

What You Need

• 1 to 3 years in a client-facing role: customer success, account management, consulting or sales
• Post-sale account work in B2B SaaS, covering renewals, expansion and retention
• Working knowledge of a CRM such as Salesforce or HubSpot
• The habit of starting the upsell conversation yourself
• Comfort in a 16-person company
• In the New York office five days a week. Relocation to New York is fine

Who This Does Not Suit

• People whose experience is new-business sales only, with no post-sale work
• People who have only worked in enterprise environments
• People who need close supervision to hit a target

Useful, Not Required

• Experience with marketing automation or customer engagement platforms

Package

• Base salary: US$80,000 to US$90,000
• On-target earnings: US$100,000 to US$110,000
• Equity: included
• Work rights: US citizen or permanent resident. No visa sponsorship or transfers
• Location: on-site, New York

How This Works

Zionic Group is recruiting this role on the employer’s behalf. The employer is named on the first call, before any CV goes anywhere. Your details are never sent without your say-so.