Firm Administrator (Legal)

Company: Jobot
Location: San Francisco
Posted on: February 19, 2026

Job Description:

Senior Account Manager: Fintech / Financial Services SaaS, Profitable Startup, Uncapped Earnings! This Jobot Job is hosted by: Patrick Murphy Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $400,000 per year A bit about us: A fast-growing fintech company is transforming how community financial institutions build and deepen member relationships. Their marketing and engagement platform helps banks modernize acquisition, lending, and member growth by replacing outdated CRM tools with intelligent, data-driven infrastructure designed specifically for financial services. They’re profitable, growing rapidly, and backed by a strong client base of over 100 financial institutions nationwide. Why join us? OTE: $300K (uncapped) Benefits: Medical, dental, vision (company covers most premiums), 401(k) with match, PTO In-Office Culture: Fast-moving, collaborative, and ownership-driven environment in New York City Job Details About the Role: The Senior Account Manager will lead and grow relationships with credit union and community bank partners. Ensuring they achieve measurable success on the platform. This is a relationship-driven, post-sale role focused on retention, renewals, and expansion. You’ll work closely with senior leadership across Customer Success, Product, and Marketing to help clients unlock the full value of the technology. Responsibilities: Deepen and expand relationships with existing partners to increase adoption and utilization Act as a strategic advisor to executive teams, helping them translate data into actionable growth strategies Lead renewals, identify upsell opportunities, and manage performance with an ownership mindset Collaborate cross-functionally to ensure client feedback informs future product direction Analyze performance metrics to identify trends and demonstrate ROI You’ll Thrive Here If You Are: A strategic partner who drives business outcomes, not just account maintenance A builder who enjoys creating and iterating new client engagement strategies A collaborative operator who thrives in a fast-paced, high-ownership environment An empathetic communicator who can influence executives and distill complex ideas clearly What You Bring: 5–8 years in account management, partnerships, or customer success (fintech, SaaS, or financial services preferred) Proven record managing high-value client relationships with measurable expansion or retention results Strong executive presence and ability to communicate with senior decision-makers Excellent written, verbal, and presentation skills Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Keywords: Jobot, Milpitas , Firm Administrator (Legal), Sales , San Francisco, California