Account Manager

Summary

Flex is building an AI-native private bank for business owners, providing banking, credit, payments, personal finance, and financial operations through a unified system. The Account Manager will own a portfolio of high-growth customers, driving adoption, retention, expansion, and customer value while using feedback to influence product development.

Responsibilities

• Own customer relationships: Serve as the main point of contact for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and long-term retention
• Drive revenue growth: Identify opportunities to expand customer value, deepening product adoption, and aligning new Flex solutions to their specific business needs and pain points
• Proactively manage accounts: Analyze customer health, usage, and spend patterns to anticipate needs and mitigate churn risk
• Influence product direction: Gather and synthesize customer feedback to help shape future features, workflows, and user experiences
• Build scalable processes: Help design, refine, and document customer success playbooks for an evolving, fast-moving startup environment
• Collaborate cross-functionally: Partner with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable business outcomes

Skills

• 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services
• Proven ability to manage a book of business, drive renewals, and expand account value
• Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights
• Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment
• Strong analytical instincts and a passion for helping customers succeed
• Proven track record of hitting and exceeding quotas
• Consistently a top 10% performer

Qualifications

Must Haves

• 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services
• Proven ability to manage a book of business, drive renewals, and expand account value
• Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights
• Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment
• Strong analytical instincts and a passion for helping customers succeed
• Proven track record of hitting and exceeding quotas

Nice to Haves

• Consistently a top 10% performer

Benefits

• Fully remote work option
• Meaningful equity if you help build something big