Clera Inc.
Staffing & Recruiting
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This is a founding role within a well-funded fintech banking startup, giving you the opportunity to build the Account Management function from the ground up. Reporting to the Head of Growth, you'll own the full post-sale customer lifecycle — from onboarding through revenue ramp — and work at the intersection of product, operations, compliance, and engineering to serve a global base of bank and fintech customers.
Define and build the Account Management function, including processes, KPIs, and success criteria.
Lead customer onboarding and integrations after contract signature, coordinating across product, operations, and compliance teams.
Own day-to-day customer relationships to drive revenue ramp, surface product feedback, and prevent churn.
Design and execute upsell strategies and coordinate new product launches cross-functionally.
Manage complex stakeholder relationships, including C-suite executives, founders, and shareholders.
Build automation and tooling to reduce manual effort and increase repeatability across account management workflows.
Translate customer insights directly into product roadmap input for prioritization and enhancements.
2–7 years of experience in a Consulting, Chief of Staff, or Founder's Associate role at a fast-paced startup.
Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function from scratch.
Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders.
Background in financial products, banking, payments, or fintech infrastructure; exposure to stablecoins or digital assets is a plus.
Strong project management skills with the ability to handle senior, complex stakeholder environments.
Systems-first mindset with a bias toward automation and scalable process design.
Experience with CRM and customer success tooling for enterprise account management.
Comfort operating in regulated or compliance-heavy customer onboarding environments.
Based in New York City or willing to relocate; comfortable traveling globally (US, Europe, APAC, LATAM).
Base salary range: $150,000 – $230,000 USD annually. Visa sponsorship is available.
On-site in New York, NY, USA.
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