Account Manager, Customer Success

🔥 20 minutes ago

🇺🇸 United States – Remote

💵 $75k - $85k / year

⏰ Full Time

🟢 Junior

💰 Account Manager

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Anduin Transactions

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📦 Logistics

💸 Finance

Consulting • Logistics • Finance

Anduin Transactions is a technology company specializing in revolutionizing the onboarding process in the private markets for venture capital, private equity, and hedge funds. They offer digital services like data extraction, fund subscription, and investor data management to streamline and modernize fundraising and investor engagement. Anduin's platform enables fund managers, administrators, investors, and law firms to handle subscription documents and investor profiles efficiently, enhancing communication and saving time and money while ensuring secure sharing of information. With a focus on improving investor relations and onboarding, Anduin supports fund managers in efficiently marketing and managing their funds, powering their next financial raise with ease and security.

📋 Description

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal. • Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value. • Regularly monitor usage metrics and health scores. • Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals. • Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices. • Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines. • Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery. • Collaborate with Sales and Product to identify reference accounts, case studies, and product champions. • Leverage client feedback to influence product roadmap and prioritize key enhancements. • Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions. • Document learnings and process improvements to support scalability and operational excellence across the CS organization. • Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction. • Provide administrative and data support for renewal contracts and expansion deals.

🎯 Requirements

• 1–3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms. • Proven track record of driving adoption and growing revenue across a portfolio of accounts. • Excellent communication and relationship management skills, with the ability to influence senior stakeholders. • Strong analytical, problem-solving, and organizational abilities. • Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment. • Experience collaborating cross-functionally with Sales, Product, and Engineering teams. • Preferred: Experience in Private Markets, Financial Technology, or Legal Technology. • Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce). • Prior experience at a startup or high-growth technology company.

🏖️ Benefits

• Fully remote work • Professional development opportunities • Flexible work hours