The Role
As an Account Manager at Flex, you'll manage client relationships, drive account growth, analyze customer needs, and collaborate across teams to enhance customer success.
Summary Generated by Built In
Flex is building the AI-native private bank for business owners.
We’re re-architecting the entire financial system for entrepreneurs—from the first dollar a business earns to how that value compounds, moves, and is ultimately spent in real life. Banking, credit, payments, personal finance, and financial operations—rebuilt from the ground up as a single, intelligent system. Flex is the full financial home for ambitious owners.
Since launching publicly in September 2023, Flex has scaled from zero to nine-figure annualized revenue, with a clear path to profitability by late 2026. We move fast, ship relentlessly, and operate with extreme ownership.
Our customers are affluent business owners ($3–$200M in revenue)—the backbone of the economy and one of the most underserved segments in finance. They’re stuck with outdated banks and fragmented tools. We’re replacing all of it. The opportunity is massive: a ~$1T+ revenue market hiding in plain sight. Our ambition is to build a $100B+ company by delivering a product that is fundamentally better—not incrementally improved.
Flex has raised $100M+ in equity and $300M+ in debt.
- Mission-critical problems: We build software that directly controls how money moves at scale.
- High bar, low ego: Small teams, exceptional people, real ownership.
- Speed over comfort: We prioritize execution, quality, clarity, and results.
- Enduring impact: What we’re building will define how a generation of owners runs their businesses.
Team & Locations
We hire exceptional people who want to build hard things and see their work matter immediately. Roles are available in: San Francisco, Miami, New York, and fully remote.
Flex Fuels Ambition.
🕺About the Role
As an Account Manager at Flex, you’ll take full ownership of a portfolio of high-growth customers, driving adoption, retention, and expansion across our suite of financial products. You’ll play a key role in helping businesses scale efficiently by building strong relationships, identifying growth opportunities, and ensuring every customer gets maximum value from Flex.You’ll also serve as the voice of the customer, turning feedback and insights into actionable recommendations that shape future products and features. Your input will directly influence how Flex evolves to better serve the needs of our customers and the broader market.
✅ What You’ll Do
- Own customer relationships: Serve as the main point of contact for a portfolio of clients, ensuring onboarding, satisfaction, engagement, and long-term retention.
- Drive revenue growth: Identify opportunities to expand customer value, deepening product adoption, and aligning new Flex solutions to their specific business needs and pain points.
- Proactively manage accounts: Analyze customer health, usage, and spend patterns to anticipate needs and mitigate churn risk.
- Influence product direction: Gather and synthesize customer feedback to help shape future features, workflows, and user experiences.
- Build scalable processes: Help design, refine, and document customer success playbooks for an evolving, fast-moving startup environment.
- Collaborate cross-functionally: Partner with Sales, Product, Risk, and Operations to deliver a seamless experience and measurable business outcomes.
⚡️ What Makes You a Great Fit
- 2–5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services.
- Proven ability to manage a book of business, drive renewals, and expand account value.
- Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights.
- Entrepreneurial mindset with comfort operating in ambiguity and a fast-changing environment.
- Strong analytical instincts and a passion for helping customers succeed.
- Proven track record of hitting and exceeding quotas Consistently a top 10% performer
Why Join Us
Build something generational — Capture the full lifecycle of money for ambitious business owners.
Work on real money, real risk — Payments, credit, and banking at serious scale.
Solve hard problems — AI, underwriting, compliance, and global finance from first principles.
True ownership — Small teams, high trust, real accountability.
Founder-level exposure — Direct access to leadership, customers, and investors.
High bar, high taste — Move fast without cutting corners.
Elite peers — People here are builders, not tourists.
Real upside — Meaningful equity if you help build something big.
Skills Required
- 2-5 years of experience in Customer Success, Account Management, within FinTech, SaaS, or financial services
- Proven ability to manage a book of business, drive renewals, and expand account value
- Excellent communication skills, able to distill complex financial or technical topics into clear, actionable insights
- Strong analytical instincts and a passion for helping customers succeed
- Proven track record of hitting and exceeding quotas Consistently a top 10% performer
Am I A Good Fit?
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The Company
What We Do
End-to-end finance platform for businesses
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