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Founding Account Manager

Role overview

Qualifications

  • 2–7 years of experience as a Consultant, Chief of Staff, or Founder's Associate at a fast-paced startup
  • Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function
  • Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders
  • Background in financial products, banking, payments, or fintech infrastructure

Responsibilities

  • Build the Account Management function from scratch, defining processes, KPIs, and success metrics
  • Lead customer onboarding and integrations post-contract, coordinating across product, operations, compliance, and engineering
  • Own day-to-day customer relationships to accelerate revenue ramp, surface product feedback, and prevent churn
  • Design and execute upsell strategies and coordinate new product launches with cross-functional teams

Key facts

Other skills

  • Relationship Management
  • Decision Making
  • Adaptability
  • Communication

About the company

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Clera

Staffing & Recruiting

Clera is the first AI talent agent: a personal headhunter that acts on behalf of top talent. We connect you to your dream job.

Company details

IndustryStaffing & Recruiting
Company size1 - 10

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Job description

About the Role

This is a founding hire opportunity to build and lead the Account Management function at a fast-moving fintech infrastructure company serving global banks and financial institutions with programmable dollar accounts, payments, and stablecoin rails. Reporting to the Head of Growth, you'll own the full post-sale lifecycle — from onboarding through revenue ramp — and directly shape the commercial playbook as the company scales.

What You'll Do

  • Build the Account Management function from scratch, defining processes, KPIs, and success metrics.

  • Lead customer onboarding and integrations post-contract, coordinating across product, operations, compliance, and engineering.

  • Own day-to-day customer relationships to accelerate revenue ramp, surface product feedback, and prevent churn.

  • Design and execute upsell strategies and coordinate new product launches with cross-functional teams.

  • Project-manage complex stakeholder scenarios involving C-suite executives, founders, and shareholders.

  • Build automation and tooling to minimize manual work and increase repeatability across onboarding and account management workflows.

  • Feed customer insights directly into the product roadmap to shape prioritization and enhancements.

What We're Looking For

  • 2–7 years of experience as a Consultant, Chief of Staff, or Founder's Associate at a fast-paced startup.

  • Proven track record building or scaling a B2B Account Management, Customer Success, or Implementation function.

  • Experience managing post-sale onboarding and integrations across product, operations, and compliance stakeholders.

  • Strong project management skills with the ability to lead senior, cross-functional audiences.

  • Systems-first mindset with a bias toward automation, scalable processes, and CRM/CS tooling.

  • Background in financial products, banking, payments, or fintech infrastructure.

  • Experience managing C-suite and board-level relationships in a commercial context.

  • Comfortable making high-stakes decisions under pressure and maintaining high quality standards.

  • Familiarity with stablecoins, digital assets, or crypto-native clearing infrastructure is a plus.

  • Experience in regulated banking environments or compliance-heavy onboarding workflows is a plus.

  • Based in New York City or willing to relocate; comfortable traveling globally (US, Europe, APAC, LATAM).

Compensation & Benefits

Base salary $150,000–$230,000 USD annually. Visa sponsorship is available.

Location

On-site in New York, NY, USA. Regular global travel expected.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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