Account Manager | PE-Backed Fintech

Are you an Account Manager or Customer Success leader who has driven expansion revenue within CPA firms, audit teams, or accounting technology environments? Have you led consultative conversations with CPA, accounting firms, or Audit leaders and helped firms adopt new technology that improves their team's capacity to deliver? As a Customer Success or Software Account Manager, have you managed expansion-heavy books of business and been a strategic partner to your clients? Are you interested in joining a high-growth fintech software business with a wildly strong product market fit? This Account Manager role focuses on leading land-and-expand initiatives for a fast-growing audit software company serving CPA firms nationwide.

This PE-backed fintech SaaS platform is designed to automate and streamline audits for CPA firms, reducing audit hours and helping audit teams improve efficiency and quality. With a strong product-market fit and recent PE investment, they are now professionalizing and upleveling the sales and Account Management functions. With meaningful existing logos and significant white space across the customer base, this is a high-ownership opportunity to define expansion strategy and drive meaningful revenue growth within CPA firms.

What You Will Own

• Own retention \+ expansion revenue within existing CPA firm accounts, increasing the number of audits processed through the platform - help scale and modernize their audit practices
• Conduct QBR-style reviews and advisory conversations with CPA Partners and Audit Leads
• Strategic partnership meets upsell \+ cross-sell: drive adoption that results in audit efficiency and further usage
• Lead monthly touchpoints, with increased engagement during peak audit season
• Host client events, including Lunch \& Learns, to deepen adoption and engagement
• Contribute to refining expansion strategy and account management methodology
• Approximately 20 to 30% travel for client engagement and industry events

What You Need to Be a Fit

This role is a strong fit for Account Managers with experience in audit, CPA firms, or consultative software sales into accounting professionals.

• Experience retaining and managing expansion-focused books of business
• You have sold or expanded SaaS solutions within professional services, ideally CPA firms
• You are comfortable leading consultative conversations with CPA Partners or Audit leaders
• You can drive adoption and navigate change management within established audit workflows
• You are comfortable operating in a high-accountability, high-ownership environment with ambiguity as they dial in new processes

You’re an Even Better Fit If

• You have a CPA background or prior hands-on audit experience
• You have worked in a land-and-expand software sales motion
• You enjoy refining processes and helping build a structured Account Management function

What You’ll Get

• Competitive Compensation: 90-125k base \+ variable ($140-185k OTE)
• Strong benefits and perks \+ work remotely
• High-ownership role within a private equity-backed SaaS company with strong product-market fit
• Opportunity to help build and shape the Account Management function from the ground up
• Exposure to executive leadership and involvement in defining sales motion and expansion strategy
• Remote flexibility, with approximately 30% travel to support client engagement

If this opportunity aligns with your background in audit, CPA firms, or software sales, apply to learn more about the role and organization.