[Remote] Account Manager

Note: The job is a remote job and is open to candidates in USA. Anduin Transactions is revolutionizing the private markets by providing an innovative platform that enhances the investor experience. As an Account Manager, you will manage relationships with GP clients, guiding them through implementation and ensuring they derive maximum value from the Anduin platform.

Responsibilities

• Serve as the main point of contact for a portfolio of accounts, ensuring timely responses and a smooth journey from onboarding through renewal
• Guide customers through the product, hosting training sessions and ensuring users are adopting best practices to achieve quick time-to-value
• Regularly monitor usage metrics and health scores
• Prepare and lead regular touchpoints with customer leads to review usage data, share product updates, and ensure alignment with their initial goals
• Partner with Implementation Managers and Digitization Consultants to ensure clients achieve time-to-value quickly and adopt best practices
• Deepen Anduin’s footprint within each account identifying opportunities for renewal, upsell, and cross-sell across product lines
• Build strong relationships across multiple teams within the customer organization to expand Anduin’s value delivery
• Collaborate with Sales and Product to identify reference accounts, case studies, and product champions
• Leverage client feedback to influence product roadmap and prioritize key enhancements
• Collaborate closely with Product, Engineering, and Digitization teams to translate client needs into solutions
• Document learnings and process improvements to support scalability and operational excellence across the CS organization
• Represent the voice of the customer internally driving alignment on priorities and surfacing recurring themes to inform roadmap direction
• Provide administrative and data support for renewal contracts and expansion deals
• Customers actively use Anduin’s products across core workflows, achieving measurable value and operational efficiency
• Consistently achieve renewal targets and maintain a low churn rate within your book of business
• Maintain healthy customer health scores and deliver exceptional client satisfaction (CSAT/NPS)
• Anticipate risks, communicate effectively, and rally cross-functional resources to resolve challenges quickly
• Contribute to internal knowledge-sharing, playbook development, and scalable CS practices that elevate the entire team

Skills

• 1–3 years of experience in Customer Success, Account Management, or Implementation within technology-driven companies, preferably B2B SaaS or software platforms
• Proven track record of driving adoption and growing revenue across a portfolio of accounts
• Excellent communication and relationship management skills, with the ability to influence senior stakeholders
• Strong analytical, problem-solving, and organizational abilities
• Comfortable managing multiple accounts and priorities in a fast-paced, high-growth environment
• Experience collaborating cross-functionally with Sales, Product, and Engineering teams
• Experience in Private Markets, Financial Technology, or Legal Technology
• Familiarity with project management tools (Smartsheet, ClickUp) and CRM systems (Salesforce)
• Prior experience at a startup or high-growth technology company

Company Overview

Company H1B Sponsorship