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Firm Administrator; Legal

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Jobot
Full Time position
Listed on 2026-02-23
Job specializations:
  • Business
    Business Development, Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 200000 - 400000 USD Yearly USD 200000.00 400000.00 YEAR
Job Description & How to Apply Below
Position: Firm Administrator (Legal)
Senior Account Manager:
Fintech / Financial Services SaaS, Profitable Startup, Uncapped Earnings!


This Jobot Job is hosted by:
Patrick Murphy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $200,000 - $400,000 per year

A bit about us:

A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services.

They’re profitable, growing rapidly, and backed by a strong client base of over 100+ financial institutions nationwide.

Why join us?

OTE: $300K+ (uncapped)
Benefits:
Medical, dental, vision (company covers most premiums), 401(k) with match, PTO
In-Office Culture:
Fast-moving, collaborative, and ownership-driven environment in New York City

Job Details

About the Role:

The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion.

You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology.

Responsibilities:
Deepen and expand relationships with existing partners to increase adoption and utilization
Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies
Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset
Collaborate cross-functionally to ensure client feedback informs future product direction
Analyze performance metrics to identify trends and demonstrate ROI

You’ll Thrive Here If You Are:
A strategic partner who drives business outcomes, not just account maintenance
A builder who enjoys creating and iterating new client engagement strategies
A collaborative operator who thrives in a fast-paced, high-ownership environment
An empathetic communicator who can influence executives and distill complex ideas clearly

What You Bring:

5–8+ years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred)
Proven record managing high-value client relationships with measurable expansion or retention results
Strong executive presence and ability to communicate with senior decision-makers
Excellent written, verbal, and presentation skills

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories.

It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

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