Manager, Velocity Account Management

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Manager, Velocity Account Management based in the United States.

Join a fast-paced, remote-first organization where you'll lead a high-performing account management team focused on customer retention, expansion, and operational excellence. In this strategic leadership role, you'll combine people management with process optimization to drive scalable growth across a high-volume customer portfolio. Working closely with cross-functional teams, you'll leverage data, AI, and automation to improve workflows, enhance customer outcomes, and maximize team performance. This opportunity is ideal for a results-driven leader who thrives in dynamic environments, enjoys building scalable systems, and is passionate about coaching teams to exceed ambitious business goals.

• Lead and develop a team of Account Managers responsible for customer retention, expansion, and revenue growth across the Velocity customer segment.
• Own team performance against Gross Revenue Retention (GRR), Net Revenue Retention (NRR), expansion, and renewal targets while maintaining accurate forecasting and pipeline management.
• Conduct regular deal reviews, performance coaching sessions, and one-on-one meetings to improve execution, accountability, and professional development.
• Analyze customer and performance data to identify trends, optimize account prioritization, and improve retention and expansion strategies.
• Design, implement, and continuously refine scalable account management playbooks, outreach cadences, renewal workflows, save strategies, and upsell motions.
• Champion the adoption of AI and automation tools to improve operational efficiency, increase team productivity, and reduce manual work.
• Collaborate with operations, product, and leadership teams to enhance systems, evaluate new technologies, and improve the overall customer experience.
• Identify operational bottlenecks, recommend process improvements, and build repeatable systems that support long-term business growth.
• Support hiring, onboarding, and ramp-up initiatives while fostering a collaborative, high-performance team culture.

Requirements

• 3–6 years of quota-carrying experience in Account Management, Customer Success, or Sales within a B2B SaaS environment.
• At least 1–2 years of experience leading or managing teams responsible for customer retention, expansion, or revenue growth.
• Demonstrated success managing team-level GRR, NRR, expansion, or renewal performance metrics.
• Strong experience using Salesforce or a comparable CRM for pipeline management, forecasting, reporting, and deal reviews.
• Proven ability to analyze performance data and translate insights into scalable operational improvements and strategic decisions.
• Experience building account management playbooks, customer engagement programs, and repeatable operational workflows.
• Strong coaching, leadership, and performance management skills with the ability to develop high-performing teams.
• Hands-on experience leveraging AI tools or automation technologies to improve team productivity and customer engagement.
• Excellent communication, organizational, analytical, and cross-functional collaboration skills.
• Comfortable working in a fast-moving, ambiguous startup environment with a proactive, solutions-oriented mindset.
• Experience in fintech, wealth management, financial services, or related industries is considered a plus.

Benefits

• Competitive on-target earnings (OTE) of $160,000–$180,000 with a 75/25 base-to-variable compensation structure.
• Equity opportunity.
• Comprehensive medical, dental, and vision insurance.
• 401(k) retirement savings plan.
• Fully remote work environment.
• Opportunity to lead a growing, high-impact customer success function.
• Collaborative, innovative culture with strong emphasis on AI-driven productivity and operational excellence.
• Career growth opportunities within a rapidly scaling organization..