Associate Account Manager (Credit Union Fintech)

A profitable, fast-growing fintech for credit unions needs an early-career account manager to look after a portfolio of partner institutions. The job blends customer success with account management: onboarding, adoption, and acting as a marketing advisor to organizations that value the relationship. It suits an organized, high-EQ person who wants a quick route to promotion.

Responsibilities

• Manage a portfolio of credit union partners with regular check-ins, guiding each one through adoption milestones on the platform
• Onboard new partners, handle implementation and data mapping alongside the product team, and solve everyday issues
• Serve as a hands-on marketing advisor for institutions that lack in-house capacity
• Plan across the whole portfolio: prepare for meetings, track follow-ups and make sure no account slips
• Join weekly strategy sessions and one-on-ones to swap practices and reach commission-linked adoption targets

Requirements

• One to three years in customer-facing work such as customer success, account management, consulting or sales
• Post-sale B2B SaaS experience covering renewals, expansion and retention
• Proficiency with a CRM such as Salesforce or HubSpot
• A proactive relationship builder who opens upsell conversations
• Scrappy startup mentality; comfortable in a very small company
• Exposure to marketing automation or engagement tools is a plus

On-site in New York, NY. Visa sponsorship and transfers are not available.