Account Manager – Fintech & Crypto Portfolio

About the role

Veta Virtual is seeking an Account Manager to lead client relationships for a high‑growth fintech and cryptocurrency client. You will own a portfolio of existing accounts, drive retention, renewals, and identify growth opportunities.

Key responsibilities

• Serve as the primary point of contact for assigned accounts via phone, email, chat, and meetings.
• Build deep relationships by understanding each client’s goals, pain points, and expansion potential.
• Own the retention strategy, manage end‑to‑end contract renewals, and lead renegotiations with Legal, Finance, and Compliance.
• Coordinate cross‑functional teams (Operations, Support, Product, Engineering) to troubleshoot and resolve account issues.
• Identify, pursue, and close upsell and cross‑sell opportunities while maintaining an active expansion pipeline.
• Maintain accurate CRM records, communication logs, and account data.

Required profile

• 2+ years of experience in account management, customer success, or a B2B client‑facing role.
• Proven track record of managing renewals and retaining a book of business.
• Strong communication, negotiation, and cross‑functional coordination skills.
• Detail‑oriented, proactive, and ownership‑driven mindset.
• Bonus: background in fintech, payments, crypto, or regulated industries; bilingual English/Spanish is a plus.

Required skills

• Salesforce (or equivalent CRM) proficiency.

What we offer

• Competitive salary in USD, paid monthly.
• Performance‑based incentives.
• 10 paid vacation days plus U.S. federal holidays.
• 100% remote work with a professional home setup.
• Fast‑paced environment at the forefront of global fintech and cryptocurrency.
• Supportive, collaborative culture focused on growth.