Account Manager - Hybrid (Kirkland WA)

Account Manager

At Formations, we're on a mission to empower the self-employed through every stage of their journey. Based in Seattle, we're a tech-forward startup that's revolutionizing financial management for independent professionals. We understand that running your own business is challenging enough without the added complexity of taxes, accounting, and financial planning. That's why we've created a solution that not only simplifies these processes but also unlocks significant financial benefits for our clients.

Formations offers a groundbreaking AI-powered platform that transforms how self-employed professionals manage their finances, from entity formation and structure, to accounting, to tax management. On average, our thousands of customers save $14,801 per year by working with us.

By combining cutting-edge technology with expert financial guidance, Formations empowers self-employed professionals to focus on what they do best growing their business while we handle the complexities of financial management and optimization.

The Account Manager has a key leadership role within the Customer Success department and is responsible for overseeing all account management responsibilities. This role ensures the delivery of exceptional service to our Pro and Partnership clients, drives client retention, and fosters a culture of collaboration and continuous improvement within this key distribution channel.

Responsibilities

• Oversee a strategic portfolio of key client accounts, ensuring their needs are met and expectations are exceeded.
• Serve as an escalation point for complex client issues, working to resolve problems effectively and efficiently.
• Develop and maintain strong relationships with key client stakeholders, understanding their business objectives, and aligning our services to support their goals.
• Conduct regular client meetings and business reviews to assess satisfaction, identify opportunities for improvement, and ensure ongoing alignment.
• Identify bottlenecks and blockers to the client account process and make operations or technology-based recommendations to optimize the experience.
• Act as the voice of the customer internally, advocating for client needs with Product, Engineering, and other stakeholders.

Onboarding & Adoption

Revenue Growth & Retention

Service Delivery & Operations

Reporting & Administration

Skills and Traits

Nice to Have Experience

Qualifications

Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being.

Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers' business health and compliance, tax savings, retirement benefits, and peace of mind.

This full-time position offers a competitive base salary and a full benefits package :

Formations Corp is an equal opportunity employer.