Account Manager - Hybrid (Kirkland WA)

Job Description

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

Retention & Growth

Operations & Reporting

Requirements

Preferred Qualifications :

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 :

Formations Corp is an equal opportunity employer.

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