Account Manager

Truence is financial verification infrastructure for commerce. E-commerce and service businesses connect their stores, marketplaces, payment processors, ad platforms and bank accounts, and Truence ties every sale to the cash that actually reached the bank. Businesses run their accounting, cash forecasting and marketing returns on numbers they can trust. When they need capital, they can share a verified financial record with funding partners, with their permission, read-only and revocable.

What you’ll do

• Onboard new merchants end to end: connect their stores, marketplaces, processors, ad accounts and bank, and get them to their first verified insights quickly.
• Run live walkthroughs of Truence: revenue verified to the bank, fees and refunds, marketing returns, forecasts and accounting.
• Be the first line of support. Answer questions, solve problems and escalate product issues to engineering with clear detail.
• Convert trials to paid plans, upgrade existing accounts and drive renewals.
• Prospect and close new merchants from inbound leads, events, partner referrals and outreach.
• Help merchants who want capital understand how to share their verified record with funding partners. Truence never lends and never makes credit decisions.
• Track every account in our CRM, and report onboarding progress, activation, revenue and churn risk each week.
• Turn what you hear from merchants into feedback that shapes the product, onboarding guides and help content.

What you bring

• 3+ years in customer success, account management or SaaS sales, ideally with small and mid-sized businesses.
• Hands-on familiarity with e-commerce: Shopify, Amazon, TikTok Shop or similar, plus payment processors and ad platforms.
• Comfort with business financials: revenue, fees, cash flow and margins. You can explain numbers simply.
• A track record of hitting activation, retention or sales targets.
• Clear, warm and confident communication on calls, demos and email.
• Self-direction and comfort with ambiguity. You build the process as you go.
• Authorization to work in the United States.

Nice to have

• Experience at a fintech, accounting software or e-commerce tools company.
• Exposure to small-business lending, revenue-based financing or merchant services.
• Experience with HubSpot or Salesforce, plus Zoom and Loom for walkthroughs.