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About the Role
The Account Manager at San churro is the primary relationship owner for assigned client accounts, responsible for customer retention, account management, ongoing service support, and expansion of existing services. This role collaborates closely with internal teams to ensure clients receive accurate, timely, and effective financial and account management support.
Responsibilities
- Serve as the main point of contact for assigned clients and account stakeholders.
- Build strong, trusted relationships to ensure long-term client satisfaction and retention.
- Conduct regular business reviews and communication touchpoints.
- Manage renewals, service continuity, and account updates.
- Identify at-risk accounts early and coordinate internal support to resolve issues.
- Ensure clients receive clear value and service transparency.
- Develop structured account plans including client needs, service usage, and growth opportunities.
- Identify opportunities to expand services within existing accounts.
- Track account health indicators and recommend improvements.
- Support accounts payable processes, invoice tracking, and payment coordination when required.
- Ensure accuracy of financial records and timely processing of account-related transactions.
- Assist in resolving billing or payment issues in coordination with finance teams.
- Monitor account performance and respond to client inquiries.
- Work with internal teams to resolve service or billing issues.
- Maintain high levels of customer satisfaction and responsiveness.
- Collaborate with finance, operations, and support teams to ensure smooth service delivery.
- Share client feedback and insights to improve internal processes.
Requirements
- 3–6+ years of experience in account management, finance operations, or client services
- Strong understanding of account payable processes or financial operations
- Experience managing client relationships and supporting retention goals
- Strong communication and organizational skills
- Ability to work independently in a remote environment
- Experience in finance, accounting, or SaaS/account management roles
- Familiarity with invoicing, billing systems, or financial reporting tools
- Background in customer success or account coordination
- Experience working in remote or distributed teams
Skills
- Account management
- Finance operations
- Client services
- Account payable processes
- Financial operations
- Client relationship management
- Retention goals
- Communication
- Organization
- Independent work
- Remote work
- Finance
- Accounting
- SaaS
- Invoicing
- Billing systems
- Financial reporting
- Customer success
- Account coordination
- Distributed teams
Location
- Remote
Work Type
- Remote
Experience Level
- 3-6+ years
About the Company
- San churro is a growing company focused on delivering high-quality financial and operational support services.
- We are committed to building strong client relationships, improving business efficiency, and supporting long-term growth through reliable account management and financial solutions.
Equal Opportunity
- San churro is an equal opportunity employer.
- We value diversity and are committed to creating an inclusive environment for all employees regardless of race, color, religion, gender, age, disability, or any other protected status under applicable law.