Founding Account Manager

Clera

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

Qualifications

  • 2-4 years in consulting, Chief of Staff, or GTM-adjacent roles at a startup
  • Experience building or scaling a B2B Account Management or Customer Success function
  • Track record in driving B2B customer revenue and reducing churn
  • Proven experience managing relationships with C-suite and founders
  • Background in financial products, banking, or fintech infrastructure
  • Systems-first mindset for automating customer workflows
  • Comfortable navigating ambiguity and making quick, high-quality decisions

Responsibilities

  • Define and establish the Account Management function with processes and KPIs
  • Lead customer onboarding and integration across teams post-contract
  • Manage daily customer relationships to boost revenue and prevent churn
  • Design upsell strategies and collaborate on new product launches
  • Project manage interactions with senior stakeholders including C-suite
  • Implement automation and scalable processes to enhance efficiency
  • Channel customer feedback into the product roadmap for improvements

Benefits

  • Visa sponsorship available for qualified candidates
  • Global travel opportunities across US, Europe, APAC, and LATAM
  • Founding role with immediate impact and visibility
  • Opportunity to shape and build a department from scratch
  • Engagement with senior stakeholders in a growing fintech environment
Full Job Description
About the Role

This is a founding role: you will build and lead the Account Management function from scratch for a fast-growing fintech banking infrastructure company serving global banks and fintechs. Reporting to the Head of Growth, you will own the full post-sale lifecycle, from onboarding through revenue ramp, and directly shape how the company scales its customer relationships. The impact is immediate and highly visible.
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 accelerate revenue ramp, surface product feedback, and prevent churn.
  • Design and execute upsell strategies and coordinate new product launches with cross-functional stakeholders.
  • Project manage complex, senior stakeholder scenarios including C-suite executives, founders, and shareholders.
  • Introduce automation and scalable processes to reduce manual work and increase repeatability.
  • Feed customer insights directly into the product roadmap to influence prioritization and enhancements.
What We're Looking For
  • 2 to 4 years of relevant professional experience in consulting, Chief of Staff, Founder's Associate, or a GTM-adjacent role at a fast-paced startup.
  • Demonstrated ability to build or scale a B2B Account Management, Customer Success, or Implementation function from the ground up.
  • Track record of driving B2B customer revenue ramp, reducing churn, and surfacing actionable product feedback in enterprise or financial services contexts.
  • Experience managing C-suite, founder, or shareholder relationships in a commercial setting.
  • Background working with financial products, banking, payments, or fintech infrastructure.
  • Systems-first mindset with the ability to automate customer-facing workflows.
  • Comfortable with ambiguity, fast change, and making high-quality decisions under pressure.
  • Familiarity with stablecoins, digital assets, or crypto-native clearing and settlement is a plus.
  • Experience with CRM and customer success tooling for managing enterprise implementations is a plus.
  • Based in New York City or Berlin, or willing to relocate; comfortable with global travel across the US, Europe, APAC, and LATAM.
  • Visa sponsorship is available.
Compensation & Benefits

Base salary: $150,000 to $230,000 USD annually. Visa sponsorship is available for qualified candidates.
Location

On-site in New York City, NY, USA (or Berlin). Global travel required.

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