FinQuery, Formerly LeaseQuery ยท 2 days ago
Account Manager
FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. The Account Manager will be responsible for driving growth within the existing client portfolio by fostering partnerships, identifying cross-sell opportunities, and closing deals to maximize customer satisfaction and ROI.
AccountingFinancial ServicesFinTechLeasingSoftware
Responsibilities
Develop tailored expansion plans, proposing additional software modules, features, or integrations that unlock new business value
Analyze customer data, usage patterns, and industry trends to uncover hidden opportunities for expansion
Successfully pitch expansion opportunities and close deals by developing strong presentation and negotiation abilities
Foster close, long-term relationships with key decision-makers within existing accounts
Partner internally with teams like customer success, product, marketing, and technical support to ensure seamless implementation of expansion initiatives
Track key metrics, reporting on ROI, customer satisfaction, and pipeline development
Constantly stay atop industry trends and competitor offerings to identify new ways to add value for your customers
Qualification
Required
3+ years of experience of B2B sales, ideally within the fintech sector
A proven track record of exceeding sales targets and driving expansion within existing accounts
Strong understanding of the sales cycle management, from opportunity identification to deal closure
Strong communication, presentation, and negotiation skills
Ability to build strong relationships and navigate complex customer dynamics
A data-driven approach with a focus on measurable results and accurate, timely sales forecasts
Proficiency in CRM software and sales analytics tools
Strong organizational skills and attention to details
Must be able to present in front of sales leadership, executive leadership and FinQuery clients
Excellent problem-solving skills; ability to visualize a problem or situation, conceptualize multiple solutions and to select the best option
Self-motivated with a strong ability to understand and address challenges faced by customers
Preferred
Bachelor's degree in a business or relevant field
Strong facilitation skills
Experience acting as a Strategic Positioner to help the business win in its market
Benefits
Annual employee development program stipend of $2,000 for each employee
Mentorship program (available immediately)
Sabbatical program (4 weeks after 5 years of service)
Advancement opportunities based on results, not politics
401(k) plan with employer matching
Signing stipend for a work-from-home setup
Great health benefits with multiple plan option
Flexible PTO (including 11 holidays and your birthday off)
Free gym membership at our office (Atlanta HQ)
Casual dress environment (when in office)
Catered lunches every Tuesday & Thursday (when in office)
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
Company
FinQuery, Formerly LeaseQuery
๐ Hey there, we're FinQuery! Need to simplify your lease accounting, automate those prepaid and accrual entries, or get a handle on all your contracts? We've got you covered! FinQuery is an AI-powered accounting automation and contract management platform built for accounting and finance teams โ just like yours.
Funding
Current Stage
Growth StageTotal Funding
$65MKey Investors
Periphas CapitalGoldman Sachs Merchant Banking Division
2025-10-02Acquired
2024-04-24Private Equityยท $25M
2020-01-01Series Unknown
Recent News
Hypepotamus
2025-10-07
Venture Capital Firms
2025-10-04
Company data provided by crunchbase