Account Manager

Summary

Anduin Transactions is a financial technology company transforming private-market investing through a platform that supports investor and fund workflows. The Associate Account Manager will manage relationships with GP clients, guide onboarding and product adoption, support renewals and account growth, and collaborate cross-functionally to deliver customer value.

Responsibilities

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal
• Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value
• Regularly monitor usage metrics and health scores
• Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals
• Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices
• Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines
• Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery
• Collaborate with Sales and Product to identify reference accounts, case studies, and product champions
• Leverage client feedback to influence product roadmap and prioritize key enhancements
• Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions
• Document learnings and process improvements to support scalability and operational excellence across the CS organization
• Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction
• Provide administrative and data support for renewal contracts and expansion deals

Skills

• 1-3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms
• Proven track record of driving adoption and growing revenue across a portfolio of accounts
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders
• Strong analytical, problem-solving, and organizational abilities
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams
• Experience in Private Markets, Financial Technology, or Legal Technology
• Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce)
• Prior experience at a startup or high-growth technology company

Qualifications

Must Haves

• 1-3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms
• Proven track record of driving adoption and growing revenue across a portfolio of accounts
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders
• Strong analytical, problem-solving, and organizational abilities
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams

Nice to Haves

• Experience in Private Markets, Financial Technology, or Legal Technology
• Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce)
• Prior experience at a startup or high-growth technology company