ambrook - Account Manager, Full Service
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Requirements
• Own a portfolio of high priority customer relationships, ensuring their financial systems are set up for insight and action. • Advise customers on how to leverage their financial data to make better decisions—whether it’s breakeven pricing, enterprise profitability, or loan readiness. • Build repeatable processes, documentation, and automated workflows that contribute to a scalable service model. • Grow customer relationships over time, identifying expansion opportunities and collaborating with sales when appropriate.
Responsibilities
• Build deep product fluency by immersing yourself in our software, services, and internal tools to speak with confidence and clarity to customers • Shadow priority customer and design partner onboarding calls and start building your own relationships with producers • Get up to speed on how Ambrook serves customers with multi-entity operations, complex reporting needs, or evolving business structures • Audit existing team workflows to identify highest-leverage automation opportunities. • Begin building agents or automations to streamline at least one core repetitive workflow. • Own onboarding for new mid-market customers, designing solutions and ensuring successful implementation • Proactively identify common pain points and create documentation, tools, or processes to address them, including agents that remove > 30% of manual effort from core workflows • Become a trusted partner to producers by helping them unlock insights from their financial data • Shape the customer journey, contributing to retention and expansion strategies that turn satisfied users into vocal advocates • Act as a bridge between the customer and the broader team, surfacing insights to influence marketing, support, and product development. • Fully own a book of business across full-service and mid-market customers, driving retention and satisfaction • Move beyond onboarding and monthly check-ins to run substantive customer business reviews, helping customers understand enterprise profitability, benchmark performance, and make forward-looking operational and financial decisions. • Partner with Product, Design, and Engineering teams to shape new features and improvements based on customer needs • Own enhancements to data and automation infrastructure that help the team focus on the highest value activities for customers • Develop a point of view on what 'full service' looks like at scale, contributing to how Ambrook evolves its advisory offering over time. • Pilot new playbooks for onboarding or expansion with high-opportunity accounts.
Benefits
• Health insurance • 401(k) with matching contribution • Flexible vacation time • Flexible work hours • Work-from-home/remote office stipend, or desk at Ambrook’s NYC office • Wellness stipend • Professional development stipend • Real Talk – We create space for ourselves and others to be straightforward, vulnerable, and accountable. • Reach Understanding – We are driven by curiosity and empathy to learn about our customers, team, and world. • Be Proactively Resourceful – We are internally motivated and externally empowered to identify opportunities and solve problems. • Derisk Thoughtfully – We lean into the biggest risks we face as a company and put in the work to address them systematically. • Find the Positive-Sum – We believe in creating incentive structures that align the needs of our company, our customers, and our planet.
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