POST-SALES
Account Manager
AI for financial services
New York City · In-office · 5 days/week$120,000–$170,000 salary + commission + equity
Express interestTHE 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.
Own the post-sales relationship, from onboarding and adoption through renewals and expansion. Help build the practices behind a growing account management function.
What you’ll do
- Build executive relationships with financial services customers.
- Lead renewals and expansion; translate customer needs into product feedback.
- Develop customer playbooks and partner with product, engineering, and the CEO.
What you’ll bring
- 3+ years in account management, customer success, implementation, or a relevant consulting or commercial role.
- Experience supporting financial services customers or working with AI-driven products; financial services context is preferred.
- Clear customer communication, strong ownership, and willingness to build processes while delivering hands-on.
EXPRESS INTEREST
Let’s connect
the dots.
Tell us a little about your experience and what draws you to this opportunity.