Account Manager

Where you'll make an impact

As an Account Manager at equipifi, you'll be the heartbeat of our customer relationships - helping their consumers fully adopt the equipifi platform. You'll support customers after they launch on our platform, helping them maximize value from equipifi while building trust through thoughtful check‑ins, performance data insights, and proactive communication. If you love connecting the dots between customers and internal teams, (and you have a knack for how that drives engagement, retention, and long‑term success), then keep reading.

You’ll help customers move from launch to value by supporting onboarding activities, driving platform adoption, and encouraging consumer engagement. Through regular check‑ins and performance reviews, you’ll help customers understand how equipifi fits into their goals - and spot opportunities to increase usage and impact across their organization.

You’ll build and maintain strong relationships with key stakeholders across assigned accounts, becoming a reliable point of contact for day‑to‑day needs. By keeping a close pulse on sentiment, performance, and risks, you’ll help ensure customers feel supported, heard, and confident in their partnership with equipifi.

You’ll support ongoing customer engagement by tracking account performance, reviewing support tickets, and assisting with optimization plans. Working closely with your leader and cross‑functional teams, you’ll help guide accounts toward renewal‑ready outcomes and contribute to high customer satisfaction, retention, and long‑term success.

• Customer‑facing experience is required - preferably familiar with banking, credit unions, fintech, or financial services (extra gold star if you have lending experience)
• A customer‑first mindset: you read the room well, ask thoughtful questions, and people genuinely like working with you
• You’re data‑driven and have experience analyzing and presenting data that tells stories for customers.
• Clear, confident communication skills - whether you’re leading a call, sending a follow‑up, or translating “customer speak” for internal teams
• Strong organizational skills and attention to detail (you notice when something’s off… and you fix it)
• A natural curiosity and eagerness to learn - you’re excited to master the equipifi platform and help customers get real value from it
• You’re fearless in tackling new tools and systems (CRM experience like Hub Spot or Salesforce is great, but we can teach you the rest and you’re quick to dive in)
• A collaborative, positive attitude - you believe great customer experiences are built together, not alone

You’ll sit on our Customer Success team and report directly to Brandon Guerrero, Senior Account Manager, working closely with a smart, supportive group that’s deeply invested in helping customers win. You’ll collaborate cross‑functionally with Product, Engineering, and Marketing to turn customer feedback into action and keep accounts moving forward.

• Competitive compensation includes stock options offered to all employees
• Unlimited Paid Time Off, plus paid holidays, and parental leave
• Flexible hybrid office/work from home philosophy.
• 401(k) program available with 50% match up to 5%
• Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents’ premiums
• Long‑term and Short‑term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi

equipifi is not currently offering visa sponsor ships for any position.

equipifi is an Equal Opportunity Employer. All employment decisions are to be made without regard to race, color, age, sex, gender, sexual orientation, gender identity or expression, pregnancy, religion, creed, marital status, transgender status, partnership status, familial status, national origin/ancestry, alienage or citizenship status, mental or physical disability or medical condition, handicap, military status, veteran's status, genetic information, unemployment status, status as a victim of domestic violence, status as a victim of sex offenses or stalking, employment status, sexual or reproductive health decisions, or any other status protected by federal, state, or local law ("Protected Characteristics").