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Junior Account Manager
Job in
Hialeah, Miami-Dade County, Florida, 33002, USA
Listed on 2026-11-05
Listing for:
Neto Capital
Full Time
position Listed on 2026-11-05
Job specializations:
-
Sales
CRM Systems & Management, Client Relationship Management, Customer Success Management, Business Development -
Business
CRM Systems & Management, Client Relationship Management, Customer Success Management, Business Development
Job Description & How to Apply Below
Neto Capital is a business financing company in Sunny Isles Beach. We're looking for an Account Manager to own client relationships after funding: staying in touch with clients, tracking their accounts, resolving issues with internal teams, and spotting renewal and upsell opportunities. You'll work closely with Sales, Underwriting, Operations, and Collections, and manage your book through our CRM and Google Sheets.
Key Responsibilities- Serve as the main point of contact for existing clients — follow-ups, questions, issue resolution, and onboarding.
- Keep the CRM current: calls, statuses, tasks, follow-ups, and open opportunities.
- Track client payments, documents, and performance in Excel / Google Sheets, and flag recurring issues.
- Identify renewals, expansions, and additional products for existing clients.
- Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
- 1+ year in Account Management, Customer Success, Sales, or Client Relations.
- Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
- Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.
- Background in Fin Tech, lending, business financing, or B2B services.
- Experience with renewals, upsell, cross-sell, or retention.
- Familiarity with Salesforce, Hub Spot, Zoho, or similar; comfortable using AI tools for summaries and documentation.
- Spanish is a strong advantage.
- Central role in the client experience at a growing Fin Tech company.
- Direct collaboration with Sales, Underwriting, Operations, and management.
- Clear path to grow into senior Customer Success, Sales, or Operations roles.
- Competitive compensation with performance-based bonuses.
- Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
- 1+ year in Account Management, Customer Success, Sales, or Client Relations.
- Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
- Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.
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