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Common AE title, mid-level experience, and metro location increase applicant density.
B2B account management skills transfer across industries, though AML/compliance preference raises domain sensitivity.
Explicit 3+ years B2B SaaS experience and CRM proficiency required, but no strict certifications.
Support account management and sales efforts for SaaS clients in AML/KYC and financial services markets.
Maintain client dashboards, usage metrics, reporting, and support billing and renewals to drive client satisfaction and retention.
Coordinate with internal teams and assist in client training, adoption, and issue resolution related to AMLRS platforms.
Bachelor’s Degree (or equivalent) in any discipline.
3+ years of client care or account executive experience in a B2B SaaS environment.
Proficiency in Microsoft Office, especially Excel and PowerPoint.
Work Experience Required: 3+ years in relevant client-facing SaaS roles.
Experience or familiarity with enterprise software, corporate compliance, third-party risk management, due diligence, or KYC/AML markets.
Technically savvy with strong data management and organizational skills to manage client information and support platform usage analytics.
Ability to coordinate across multiple internal teams and communicate effectively with clients to support upsell and renewal opportunities.