Location: Sydney (Hybrid – 2-3 days per week in office)
Are you a FinTech SaaS CSM or Account manager who owns a smaller, high-value portfolio of accounts? If so, this role could be for you.
Unlike a pure account management role, this position requires confidence and commercial ownership the ability to go deep into each account, build tailored account plans, and spot opportunities that drive long-term revenue growth.
You'll inherit a book of business $10m ARR covering 10-15 accounts, with a target growth rate of 5–7%. While renewals are part of the responsibility, success will also be measured by your ability to identify and deliver expansion opportunities across multiple product lines.
Key Responsibilities
- Build and execute deep account plans to ensure long-term retention and expansion.
- Own renewals, negotiations, and growth targets for your book of business.
- Develop trusted advisor relationships with enterprise stakeholders, including C-level contacts.
- Confidently lead client meetings and represent the business in-person (client facing is key).
- Identify and close upsell and cross-sell opportunities, reducing reliance on the sales team.
- Work closely with product, sales, and delivery teams to ensure seamless client experience.
- Maintain clear and accurate CRM records to track pipeline, renewals, and growth.
What We're Looking For
- 3+ years' experience in Customer Success, Account Management, or related client-facing roles.
- Proven success managing enterprise FinTech SaaS accounts with significant ARR.
- Commercially astute with strong negotiation and growth experience (upsell/cross-sell).
- smaller, high-value portfolio (not high-volume).
- Confident and proactive, able to work independently to drive growth.
- Strong relationship-building skills with enterprise clients, ideally in financial services.
- Flexible and comfortable working within a global team environment (e.g., collaborating across time zones).
