💼 About This Role

You'll nurture relationships with enterprise accounts, supporting adoption and ensuring a high-impact client journey. You'll act as a trusted partner, solving problems and building trust to drive long-term growth. This role offers strategic exposure to top enterprise clients and cross-functional collaboration with product and operations teams.

🎯 What You'll Do

• Support expansion within enterprise accounts by onboarding new clients
• Act as a trusted day-to-day contact, helping clients navigate questions
• Use data to spot trends and support account growth strategies
• Contribute to evolving internal tools and processes for scalability

📋 Requirements

• 3+ years of client-facing experience in account management, customer success, consulting, or business operations
• Strong track record of using data and strategic thinking to drive results
• Ability to work independently and build processes from scratch
• Clear communicator with strong interpersonal instincts

✨ Nice to Have

• Experience in fintech or financial wellness
• Familiarity with CRM tools and data analysis

🎁 Benefits & Perks

• 💰 Competitive salary and equity compensation
• 🏠 Work from anywhere (remote-first)
• 🏖️ Unlimited vacation with company holidays
• 👶 Generous parental leave
• 🏥 Health insurance & wellness benefits

🚩 Heads Up

• Travel up to 70% may be excessive for some candidates
• Combines CSM and field sales responsibilities