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Account Manager (Fintech SaaS) at EQL Tech. 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).. 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.. Company Location: United States.