Account Management Leader

THE COMPANY

AI for financial services

An AI software company helping financial services teams evaluate business customers, manage risk, and reduce manual work.

This is a confidential search. Company details are shared through Porchlight during the process.

THE OPPORTUNITY

What you’ll help build.

Lead a growing account management function while directly supporting customers. This is a hands-on leadership role spanning onboarding, customer success, retention, and expansion.

What you’ll do

• Own customer relationships and commercial outcomes alongside leading the function.
• Help build and coach an account management team, with two individual contributors planned.
• Create practical account planning, onboarding, renewal, and expansion processes.
• Partner with sales leadership, product, and technical teams as the organization grows.

What you’ll bring

• A record of customer and account growth, plus leadership experience while remaining hands-on.
• Experience with financial services customers or AI-driven businesses; financial services context is preferred.
• Strong relationship skills and comfort building a function in a demanding early-stage environment.