Founding Account Manager

Clera

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

Qualifications

  • 2-7 years in a relevant role at a fast-paced startup
  • Proven experience in B2B Account Management or Customer Success
  • Expertise in managing post-sale onboarding across multiple stakeholders
  • Strong project management capabilities for senior audiences
  • Systems-focused with a preference for automation and scalable tools
  • Knowledge of financial products and fintech infrastructure
  • Experience with high-level decision-making in commercial settings

Responsibilities

  • Build and define the Account Management function from scratch
  • Lead customer onboarding and integration post-contract
  • Manage day-to-day customer relationships to enhance revenue
  • Design and execute upsell strategies alongside product launches
  • Project-manage interactions with senior stakeholders
  • Develop automation solutions for onboarding and account workflows
  • Provide customer insights to influence product development

Benefits

  • Visa sponsorship available
  • Opportunity for significant impact as a founding hire
  • Involvement in shaping commercial strategies for a growing fintech
  • Collaborative and fast-paced startup environment
  • Regular global travel opportunities across various regions
Full Job Description
About the Role

This is a founding hire opportunity to build and lead the Account Management function at a fast-moving fintech infrastructure company serving global banks and financial institutions with programmable dollar accounts, payments, and stablecoin rails. Reporting to the Head of Growth, you'll own the full post-sale lifecycle - from onboarding through revenue ramp - and directly shape the commercial playbook as the company scales.
What You'll Do
  • Build the Account Management function from scratch, defining processes, KPIs, and success metrics.
  • Lead customer onboarding and integrations post-contract, coordinating across product, operations, compliance, and engineering.
  • Own day-to-day customer relationships to accelerate revenue ramp, surface product feedback, and prevent churn.
  • Design and execute upsell strategies and coordinate new product launches with cross-functional teams.
  • Project-manage complex stakeholder scenarios involving C-suite executives, founders, and shareholders.
  • Build automation and tooling to minimize manual work and increase repeatability across onboarding and account management workflows.
  • Feed customer insights directly into the product roadmap to shape prioritization and enhancements.
What We're Looking For
  • 2-7 years of experience as a Consultant, Chief of Staff, or Founder's Associate at a fast-paced startup.
  • Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function.
  • Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders.
  • Strong project management skills with the ability to lead senior, cross-functional audiences.
  • Systems-first mindset with a bias toward automation, scalable processes, and CRM/CS tooling.
  • Background in financial products, banking, payments, or fintech infrastructure.
  • Experience managing C-suite and board-level relationships in a commercial context.
  • Comfortable making high-stakes decisions under pressure and maintaining high quality standards.
  • Familiarity with stablecoins, digital assets, or crypto-native clearing infrastructure is a plus.
  • Experience in regulated banking environments or compliance-heavy onboarding workflows is a plus.
  • Based in New York City or willing to relocate; comfortable traveling globally (US, Europe, APAC, LATAM).
Compensation & Benefits

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

On-site in New York, NY, USA. Regular global travel expected.

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