Founding Account Manager

Clera

$150K — $230K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-7 years in Consulting, Chief of Staff, or Founder’s Associate at a startup.
  • Track record of building/scaling B2B Account Management or Customer Success functions.
  • Experience with post-sale onboarding and integrations involving multiple stakeholders.
  • Background in finance, banking, payments, or fintech; exposure to digital assets is a plus.
  • Strong project management skills in senior stakeholder environments.
  • Systems-first mindset emphasizing automation and scalable process design.
  • Familiarity with CRM and customer success tools for enterprise accounts.
  • Comfortable in regulated onboarding environments, with global travel willingness.

Responsibilities

  • Define and build the Account Management function, including processes and KPIs.
  • Lead customer onboarding and integrations post-contract signature.
  • Manage day-to-day customer relationships to drive revenue and prevent churn.
  • Design upsell strategies and coordinate cross-functional product launches.
  • Manage relationships with C-suite executives, founders, and shareholders.
  • Implement automation and tooling for efficient account management workflows.
  • Translate customer insights into product development prioritization.

Benefits

  • Visa sponsorship available.
  • Opportunity to work within a well-funded fintech startup.
  • Building a function from the ground up with significant autonomy.
  • Global exposure by working with a diverse customer base across multiple regions.
Full Job Description
About the Role

This is a founding role within a well-funded fintech banking startup, giving you the opportunity to build the Account Management function from the ground up. Reporting to the Head of Growth, you'll own the full post-sale customer lifecycle - from onboarding through revenue ramp - and work at the intersection of product, operations, compliance, and engineering to serve a global base of bank and fintech customers.
What You'll Do
  • Define and build the Account Management function, including processes, KPIs, and success criteria.
  • Lead customer onboarding and integrations after contract signature, coordinating across product, operations, and compliance teams.
  • Own day-to-day customer relationships to drive revenue ramp, surface product feedback, and prevent churn.
  • Design and execute upsell strategies and coordinate new product launches cross-functionally.
  • Manage complex stakeholder relationships, including C-suite executives, founders, and shareholders.
  • Build automation and tooling to reduce manual effort and increase repeatability across account management workflows.
  • Translate customer insights directly into product roadmap input for prioritization and enhancements.
What We're Looking For
  • 2-7 years of experience in a Consulting, Chief of Staff, or Founder's Associate role at a fast-paced startup.
  • Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function from scratch.
  • Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders.
  • Background in financial products, banking, payments, or fintech infrastructure; exposure to stablecoins or digital assets is a plus.
  • Strong project management skills with the ability to handle senior, complex stakeholder environments.
  • Systems-first mindset with a bias toward automation and scalable process design.
  • Experience with CRM and customer success tooling for enterprise account management.
  • Comfort operating in regulated or compliance-heavy customer onboarding environments.
  • Based in New York City or willing to relocate; comfortable traveling globally (US, Europe, APAC, LATAM).
Compensation & Benefits

Base salary range: $150,000 - $230,000 USD annually. Visa sponsorship is available.
Location

On-site in New York, NY, USA.

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