Talent.com
Account Manager - Hybrid (Kirkland WA)
Account Manager - Hybrid (Kirkland WA)Formations Corp • Kirkland, WA, US
Account Manager - Hybrid (Kirkland WA)

Account Manager - Hybrid (Kirkland WA)

Formations Corp • Kirkland, WA, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

About Formations At Formations , we’re on a mission to empower the self-employed at every stage of their journey.

Based in Seattle, we’re a tech-forward startup revolutionizing financial management for independent professionals.

Running your own business is challenging enough — taxes, accounting, and compliance shouldn’t be.

That’s why we’ve built an AI-powered financial platform that helps self-employed individuals save time, reduce stress, and unlock an average of $14,801 in annual savings through smart financial optimization.

We combine technology with expert financial guidance, allowing our customers to focus on what they do best :

  • growing their business.
  • About the Role As an Account Manager , you’ll play a key role within our Customer Success organization.
  • You will manage a portfolio of strategic partner relationships and ensure a best-in-class experience for our clients.
  • You’ll oversee account operations, build trusted relationships with partners, and drive retention and revenue growth.
  • This is a highly visible role where you’ll collaborate cross-functionally and help shape the way we deliver value to our partners and customers.
  • Key Responsibilities Client & Partner Management Manage a strategic portfolio of partner and client accounts, ensuring expectations are met and exceeded.
  • Serve as the primary point of contact and escalation for key accounts, driving quick and effective resolution.
  • Build deep relationships with partner stakeholders, aligning Formations’ solutions with their business goals.
  • Conduct regular business reviews to evaluate performance, uncover growth opportunities, and strengthen partnerships.
  • Advocate for client and partner needs across internal teams, including Product, Engineering, and Operations.
  • Onboarding & Adoption Lead a seamless onboarding experience for new clients and partners, ensuring a smooth handoff from Sales.
  • Guide partners and clients through product adoption to ensure full value realization of the Formations platform.
  • Retention & Growth Monitor account health, usage, and satisfaction to proactively identify risk and drive renewals.
  • Collaborate with Sales to identify and execute upsell and cross-sell opportunities.
  • Contribute to customer retention strategies that enhance overall lifetime value.
  • Operations & Reporting Ensure timely, high-quality service delivery across all assigned accounts.
  • Track key performance indicators (KPIs) such as client retention, NPS, and engagement metrics.
  • Prepare performance reports and insights for internal teams and executive stakeholders.
  • Maintain accurate records in CRM and account tracking tools.
  • Requirements 2+ years in Account Management , Customer Success , or Project Management in a customer-facing role.
  • Proven experience managing a book of business or portfolio of partner accounts.
  • Exceptional communication and relationship management skills.
  • Strong organizational, analytical, and problem-solving abilities.
  • Proficiency with Microsoft Office and CRM systems (HubSpot).
  • Self-starter with a proactive mindset, able to anticipate needs and take initiative.
  • Ability to identify opportunities for expanded products or services.
  • A customer-first mindset with a passion for helping clients succeed.

Preferred Qualifications :

  • Experience in financial services , tax planning , or working with self-employed professionals .
  • Background in a fast-paced startup or growth-stage environment .

    • Familiarity with the self-employed or small business ecosystem Compensation :

  • $90,000 – $110,000 About Formations Corp 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 and full benefits package :

  • We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work Full Medical, dental vision Generous parental leave Life insurance 401K plan including employer matching.Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
  • Equity- Formations offer every EE to be an owner.
  • As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
  • Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms Positive and collaborative culture Opportunity to influence the shape of the company Formations Corp is an equal opportunity employer.
  • Powered by JazzHR
    • Create a job alert for this search

    Account Manager Hybrid • Kirkland, WA, US