Account Manager
KeepBusiness Banking, company
CanadaMid
Tribe Capital
Silicon Valley Bank
Coventure
Sales & Account Management
About the role
TL;DR
Own the commercial relationship for Keep's most valuable customers.
- •Join Keep as Account Manager on the Max Segment, where you'll own the commercial relationship for our most valuable customers: the Max plan segment and all $2M+ revenue accounts.
- •This is a proactive, commercial, and deeply relational role where you'll be their single point of contact.
- •Key Responsibilities Personally onboard every new Max and $2M+ customer.
- •Conduct quarterly business reviews (QBRs) covering credit, capital, TPV, account health, and product feedback.
- •Run capital conversations end to end, from discovery through qualification through underwriting handoff.
- •Own expansion within your book: drive TPV growth, identify plan upgrade and credit limit opportunities.
- •Monitor account health signals and act before they become churn.
- •Requirements 3+ years of experience in B2B account management or customer success in fintech, payments, or SaaS.
- •Proven track record growing a high-value portfolio (NRR above 110%, or an equivalent record of account expansion).
- •Comfortable navigating conversations with founders and executive-level stakeholders.
- •Ability to approach capital and financing conversations strategically.
- •Adaptability in a small, fast-moving team environment.
Required skills
Account ManagementCustomer SuccessHubSpotSQL
Nice-to-have skills
Salesforce
Domain expertise
fintech
Benefits & perks
PTO, home office budget, learning and development bonus, health insurance
Tech stack
PythonJavaScriptSQLHubSpot