FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and customer relationship building, with a strong focus on driving revenue growth through upselling and cross-selling within a diverse portfolio of clients. Proficient in utilizing CRM tools and analytical skills to enhance customer engagement and maximize platform utilization.
Highest-signal resume keywords
Account ManagementValue-Based Solution SellingSalesforce CRM ExperienceFinancial Technology AdvisoryAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementUpsellingCross-SellingProduct AdoptionSales StrategyFinancial WorkflowsCustomer Insight AnalysisConsultative SellingRevenue GrowthPortfolio Management
Soft Skills
Relationship BuildingCommunication SkillsOrganizational SkillsCuriosityCustomer-First Mindset
Tools & Technologies
SalesforceCRM ToolsSpreadsheetsDashboardsAirwallex Platform
Industry Keywords
FintechPaymentsSaaSFinancial ServicesAPI SalesTechnology Serving Merchants
About the role
Key responsibilities & impact- Manage and grow a substantial portfolio of approximately 200 US-based small and medium customers
- Build trusted relationships with founders, CFOs, CEOs, and other senior stakeholders
- Help customers maximize the value of Airwallex’s global financial platform
- Use customer insight, product knowledge, and account data to increase product adoption
- Identify and convert upsell and cross-sell opportunities within existing accounts
- Manage a diverse book of approximately 200 US-based accounts, including businesses operating across multiple countries
- Develop an understanding of each customer’s goals, operating model, and financial workflows
- Serve as the go-to expert on the Airwallex platform
- Help customers adopt solutions such as FX, Cards, Online Payments, and other relevant products
- Build relationships through consultative conversations, regular business reviews, and ongoing engagement focused on customer outcomes
- Partner with Account Executives, Customer Success, Strategy and Operations, Marketing, Product, Risk, Support, and other internal teams
- Resolve customer challenges, improve the client experience, and maximize platform utilization
- Communicate emerging customer needs, product feedback, operational issues, and opportunities to improve Airwallex’s products and processes internally
Requirements
What you’ll need- 4+ years of account management or software sales experience in technology, SaaS, fintech, payments, or a related industry
- Strong sales skills, including value-based solution selling, commercial judgment, and the ability to navigate complex sales cycles
- Demonstrated success managing a substantial book of business and driving revenue growth through account expansion, upselling, cross-selling, or product adoption
- Strong communication and relationship-building skills, with the ability to build trust and present effectively to CFOs, CEOs, and other senior stakeholders
- Experience using Salesforce or another CRM, together with spreadsheets, dashboards, or similar tools to organize account data, prioritize opportunities, and manage customer activity
- Bachelor’s degree or equivalent professional experience
- Experience in fintech, payments, financial services, API sales, or other technology serving merchants and internationally operating businesses
- Experience acting as a strategic payments or financial technology advisor
- Strong analytical and problem-solving skills
- Organized and methodical approach to managing a high-volume portfolio
- Ability to work with ownership, curiosity, and a customer-first mindset in a fast-paced, high-growth environment
- Ability to figure things out and collaborate across functions
- Legally authorized to work in the United States for any employer
- Ability to meet hybrid work requirements in San Francisco or New York City 3 days per week
Benefits
Comp & perks- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Short-term disability
- Long-term disability
- Basic life insurance
- Well-being benefits
- 20 paid days of vacation
- 12 paid days of company holidays
