Job Description
Fi is a modern money management application designed to simplify your financial life, offering services like saving, paying, investing, and borrowing in one place. It allows users to track and analyze expenses across multiple bank accounts, apply for credit cards, access instant loans, and grow wealth. The company is seeking a Sales Lead/Account Manager to manage salary account client relationships, focusing on helping existing clients derive more value and growing these accounts. This role is crucial for revenue generation.
Must Have:
- Manage salary account client relationships
- Lead a small team
- Own post-sale relationships with corporate clients
- Identify and execute upsell/cross-sell motions
- Ensure client satisfaction and timely servicing
- Drive revenue growth and retention
- 7-10 years of experience in account management or sales
- Experience with corporate accounts and team leadership
- Strong communication skills
- CRM familiarity
Fi is a new age money management app designed to simplify your financial life. With Fi, you can save, pay, invest, or borrow, all in one place. You can track and analyze your expenses across Fi and all your other bank accounts. You can also apply for a credit card, access instant loans, and grow your wealth and more with our range of investment options.
We’re hiring a Sales Lead/Account Manager to manage our salary account client relationships. This is a critical revenue-generating function -your job is to help existing clients get more value from us and grow those accounts over time.
Responsibilities
Lead a small team of client servicing/account management associates.
Own the full post-sale relationship with key corporate clients.
Identify and execute upsell and cross-sell motions.
Ensure timely servicing, reporting, and client satisfaction.
Drive revenue growth and retention across your book of business.
Partner with sales, analytics, and product teams for solutions.
Ideal Background
7–10 years of experience in account management or sales, preferably in fintech or B2B SaaS.
You’ve handled corporate accounts and led teams before.
You know how to work with internal stakeholders and navigate ambiguity.
Strong communication, CRM familiarity, and a high sense of ownership.
This is an onsite role and we are working from office 5 days a week.
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