Account Manager (Fintech | B2B SaaS)

Philippines·Pasig Citymid

SalesAccount Manager

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Quick Summary

Overview

Key Responsibilities Manage a portfolio of B2B SaaS clients, serving as the primary relationship owner post-implementation. Drive customer retention, renewals,

Technical Tools

SalesAccount Manager

Responsibilities

~1 min read

→Manage a portfolio of B2B SaaS clients, serving as the primary relationship owner post-implementation.
→Drive customer retention, renewals, and upsell/cross-sell opportunities within assigned accounts.
→Partner with clients to understand business needs, use cases, and success metrics.
→Ensure successful onboarding, product adoption, and ongoing engagement.
→Coordinate with internal teams (Product, Customer Success, Engineering, Finance, and Support) to address client needs and resolve issues.
→Conduct regular business reviews, performance check-ins, and strategic account planning.
→Monitor account health, usage trends, and satisfaction levels; proactively address risks.
→Manage commercial discussions including pricing, renewals, contract amendments, and negotiations.
→Maintain accurate account records, forecasts, and activity tracking in CRM systems.

Requirements

~1 min read

Bachelors degree in Business, Finance, Information Technology, or a related field.
Minimum of three (3) years of experience in account management, customer success, or sales within a B2B SaaS environment.
Experience working with FinTech, financial services, or enterprise technology clients is strongly preferred
Strong understanding of SaaS business models, subscription management, and customer lifecycle management.
Proven ability to manage multiple accounts and build trusted client relationships.
Strong communication, presentation, and negotiation skills.
Analytical and solution-oriented mindset.
Proficiency in CRM tools and SaaS platforms.