Job Description:
Title:
Account Executive/Manager
About AML RightSource
We are AML RightSource, the leading technology enabled managed services firm focused on fighting financial crime for our clients and the world. Headquartered in Cleveland, Ohio and operating across the world, AMLRS provides custom solutions to financial institutions, FinTechs, money service businesses, and corporations.
Using a blend of highly trained anti-financial crime professionals, cutting edge technology tools, and industry leading consultants, AML RightSource assists clients with their AML/BSA, transaction monitoring, client onboarding (KYC), enhanced due diligence (EDD), and risk management needs. We support clients in meeting day-to-day compliance tasks, urgent projects, and strategic changes. Globally, our staff of more than 9,000 highly trained analysts and subject matter experts is the industry's largest group of full-time compliance professionals.
Position Summary
The Account Executive role supports Account Management and Sales efforts for SaaS clients in corporate & legal compliance, AML/KYC and financial services markets. This role helps maintain client dashboards, usage metrics, presentations, renewal tracking, and client communications. Working closely with Account Managers, Customer Success Managers, and Delivery teams, the Account Executive provides timely support, coordinates internal resources, assists with pre- and post-sales activities, and helps drive client satisfaction, retention, and growth.
Key responsibilities include:
- Support Account Management and Sales with client demos, account notes, platform usage data, reporting, and other activities that support client growth and upsell opportunities.
- Schedule and lead client follow-up meetings to review program health and status.
- Track client usage, maintain account inventories, and support timely billing for overages.
- Help resolve billing inquiries in partnership with Finance and Accounts teams.
- Support ongoing client accounts, including renewals, check-ins, solution changes, tailored proposals, and renewal documentation.
- Monitor client issues in Jira, identify trends, and escalate concerns that may affect service levels or client relationships.
- Coordinate with internal teams, including Implementation, Service Management, Technical Support, Product, and Finance teams, to ensure timely resolution and strong client satisfaction.
- Maintain strong knowledge of AMLRS technology platforms to support client training, adoption, best practices, and awareness of new releases.
- Partner with IT Product Managers to customize and calibrate AMLRS technologies for client needs.
- Coordinate with Operations to ensure client research needs are clearly communicated and fulfilled.
- Demonstrate strong interpersonal skills and emotional intelligence.
- Support special projects as assigned.
Required Qualifications:
- Bachelor’s Degree (or equivalent) in any discipline.
- 3+ years of client care or account executive experience in a B2B SaaS environment.
- Technically savvy with solid data management and strong organizational skills.
- Proficiency in Microsoft Office, especially Excel and PowerPoint; related certifications or references are preferred.
- Excellent presentation and interpersonal skills.
- Effective communicator, fluent in written and spoken English.
- Self-starter and quick learner with strong initiative and attention to detail.
- Experience with CRM tools such as HubSpot.
- Experience with social media or online advertising tools, including LinkedIn, Google Ads, or Google Analytics, is an asset.
Preferred Qualifications
- Experience with enterprise software, corporate compliance, third-party risk management, due diligence, or KYC/AML markets.
Recruitment Scam Alerts
We’re aware of an increase in recruitment scams where individuals falsely claim to represent AML RightSource. These scammers may ask for money or personal information by offering fake job opportunities through e-mail, text message or social media. Please verify the source of any job-related communications carefully. All official AML RightSource communications are conducted through "@amlrightsource.com" email addresses. If you encounter suspicious messages, do not respond.
Skills Required
- Bachelor’s degree or equivalent in any discipline
- 3+ years of client care or account executive experience in a B2B SaaS environment
- Technical proficiency with solid data management and organizational skills
- Proficiency in Microsoft Office, especially Excel and PowerPoint
- Excellent presentation and interpersonal skills
- Fluent written and spoken English
- Self-starter with strong initiative, attention to detail, and ability to learn quickly
- Experience with CRM tools such as HubSpot
- Related Microsoft Office certifications or references
- Experience with social media or online advertising tools, including LinkedIn, Google Ads, or Google Analytics
- Experience with enterprise software, corporate compliance, third-party risk management, due diligence, or KYC/AML markets
AML RightSource Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AML RightSource and has not been reviewed or approved by AML RightSource.
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Flexible Benefits — Flexible scheduling and remote/hybrid arrangements are positioned as meaningful non-cash value that helps offset lower base pay for some roles.
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Parental & Family Support — Parental leave for both parents is described as a notable benefit that can be especially valuable for employees starting or growing families.
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Inclusive Benefits Coverage — A broad baseline menu is described as available, including medical, dental, vision, life insurance, short/long-term disability, and voluntary coverages, alongside a 401(k).
AML RightSource Insights
What We Do
AML RightSource is the leading firm solely focused on Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) and financial crimes compliance solutions. AML RightSource provides highly-trained AML/BSA professionals to assist banks and non-bank financial institutions to meet day-to-day compliance tasks. Services include transaction monitoring, alert backlog management, enhanced due diligence reviews, fraud, and financial crimes advisory matters. Our highly trained workforce of analysts and subject matter experts includes the industry’s largest team of full time professionals. We typically provide our services directly from our secure facilities in Ohio, Arizona, New York, and Ontario. AML/BSA staff augmentation services can be provided on site per request.
