Account Manager

Moneytree

Account Mgr

Fintech

About this role

The Account Manager manages major existing customers for Moneytree’s financial-data platform, with particular focus on large accounts across the MUFG group. Customers include banks, card issuers, securities firms, insurers, and businesses in accounting, ERP, and fintech. The role expands use of the platform through cross-selling and upselling, grounded in customers’ business challenges and long-term account relationships. Responsibilities include strategic proposals and explaining the value of Moneytree’s API platform and technology; coordinating with marketing to understand new inquiries when needed; and working with technology and development teams to shape solutions. The manager also partners with legal on contract reviews and commercial terms. Applicants need around five or more years of account-management sales experience with software or cloud services, enterprise-customer experience, and experience advancing large opportunities across multiple departments or locations. The role also calls for proposal experience with three-to-six-month lead times, customer-problem analysis and recommendations, coordination with technical teams, partners and customers, and timely pipeline, opportunity and activity management using sales tools.

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