# Account Manager (Fintech SaaS)

> EQL Tech · Dallas, United States (Remote) · Full-time · Posted 2026-03-27

**Workplace:** remote

**Department:** Growth, GTM & Sales

## Description

### **Account Manager (Fintech SaaS) – PE-Backed**

We are a high-growth Fintech firm redefining compliance and workflow automation for the professional services landscape. Backed by a premier Private Equity firm, we are scaling our sales organisation to meet the demand of mid-market firms and professional services organisations. We are looking for a relationship-driven Account Manager who understands the "Partnership" dynamic of professional service firms and can manage and grow a portfolio of existing clients while identifying expansion opportunities.

**What You'll Do**

-   **Own Your Accounts:** Manage a portfolio of mid-market professional services and compliance clients, serving as their primary point of contact and trusted advisor.

-   **Drive Retention & Growth:** Own renewal cycles and identify upsell and cross-sell opportunities within your book of business.
-   **Consultative Engagement:** Conduct regular business reviews to surface evolving workflow and compliance challenges, aligning our SaaS solutions to clients' changing needs.
-   **Strategic Multi-Threading:** Maintain and deepen relationships across stakeholder layers including Managing Partners, IT/Security leads, and Finance Directors.
-   **Pipeline Hygiene:** Maintain accurate account records and renewal forecasts in CRM using a structured methodology (e.g., MEDDICC).

## Requirements

**Who You Are**

-   **The Relationship Builder:** 3–7+ years in B2B SaaS with 2+ years specifically in account management, customer success, or renewal-focused roles.
-   **Fintech/Compliance Fluency:** Experience selling into or managing accounts within financial services, professional services, or regulated industries.
-   **Commercial Mindset:** A track record of hitting net revenue retention (NRR) targets through expansion and renewal — not just satisfaction scores.
-   **Multi-Stakeholder Navigation:** Comfortable managing complex organisations and aligning multiple decision-makers to outcomes.
-   **Process-Driven:** Disciplined CRM habits and a structured approach to account planning and forecasting.

## Benefits

**What's In It For You**

-   Competitive base salary + uncapped commission (PE-backed stability).
-   Full health benefits and flexible PTO.
-   An opportunity to join a company undergoing a major scaling phase post-acquisition.

**This isn't a support role. It's a strategic opportunity to own and grow a portfolio at a fast-growing company.**

**Apply now. Only exceptional candidates will be considered.**

INDEQL

## Apply

[Apply at EQL Tech](https://apply.workable.com/eqltech/j/82434362DE/apply)

---
Powered by [Workable](https://www.workable.com)