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Generalist AE title and mid-level (3+ years) experience attracts many applicants.
Core B2B SaaS account skills transferable, but AML/compliance preference raises industry-specific sensitivity.
Requires 3+ years B2B SaaS account experience and CRM proficiency, making shortlisting stringent.
Support account management and sales activities for SaaS clients focusing on corporate & legal compliance, AML/KYC, and financial services.
Maintain client dashboards, track usage metrics, handle billing and renewals to drive client satisfaction, retention, and growth.
Coordinate with internal teams (Implementation, Product, Finance, etc.) to ensure timely issue resolution and customized client solutions.
Bachelor’s Degree or equivalent in any discipline.
At least 3 years of client care or account executive experience in a B2B SaaS environment.
Proficiency in Microsoft Office (Excel, PowerPoint); experience with CRM tools such as HubSpot.
Fluency in written and spoken English; technical savviness and strong organizational skills.
Experienced in managing SaaS accounts with a focus on compliance or financial services domains (AML/KYC preferred).
Capable of handling multiple stakeholders internally and externally to support client growth and operational needs.
Skilled in data management, presentations, and client communications with attention to billing and usage metrics.