Account Manager

As a startup team, we move quickly, collaborate closely, and focus on solving real problems for our customers. Our culture emphasizes teamwork, ownership, and execution, and we are building the most trusted payments platform for underserved markets.

Approvely is looking for an Account Manager  to support the Head of Sales and help guide prospective and new customers through the early stages of working with Approvely.

This role is ideal for someone who already has experience working within a sales organization or supporting account executives and is comfortable managing pipeline activity, customer communication, and onboarding coordination. You will play an important role in ensuring prospects move efficiently from initial demo through onboarding and activation, while helping maintain strong operational discipline across the sales process.

Because we are a startup, this role requires someone who is organized, proactive, and comfortable wearing multiple hats while working closely with sales, engineering, and product teams.

• Support the Head of Sales in managing inbound and outbound opportunities
  

• Conduct introductory platform demos for prospective customers
  

• Screen and review new merchant applications
  

• Assist prospects through the early stages of the sales process
  

• Coordinate meetings with prospects, partners, and conference contacts
  

• Support follow-ups and documentation after sales meetings
  

• Manage the onboarding process for new customers from application through activation
  

• Collect required documentation and ensure onboarding submissions are complete
  

• Coordinate internally with underwriting, compliance, and engineering teams
  

• Track onboarding progress and ensure customers move efficiently through the process
  

• Monitor shared Slack channels where customers interact with the Approvely team
  

• Ensure sales, onboarding, and account management questions are addressed quickly
  

• Escalate technical or integration-related issues to engineering when necessary
  

• Help maintain strong communication between customers and internal teams
  

• Maintain accurate and up-to-date records in the CRM for leads, deals, and onboarding progress
  

• Track deal stages and customer interactions
  

• Provide visibility to leadership on pipeline activity and deal progress
  

• Ensure strong CRM discipline and pipeline organization
  

• Assist with scheduling and coordination for conferences and outbound sales efforts
  

• Conduct prospect research and support targeted outreach
  

• Send documentation, track follow-ups, and help keep deals moving forward
  

• Ensure customers move efficiently through the pipeline while maintaining a great experience
  

• 2–4 years of experience working within a sales organization, account management role, or sales operations role
  

• Experience supporting account executives or managing early-stage deals
  

• Strong experience working with CRM systems (Zoho, Salesforce, HubSpot, etc.)
  

• Highly organized with strong attention to detail
  

• Excellent communication and customer relationship skills
  

• Comfortable operating in a fast-paced startup environment
  

• Experience working in Slack-based collaboration environments
  

• Experience in fintech, SaaS, payments, or technology companies is a plus
  

• Competitive salary
  

• Equity participation opportunity
  

• Health Insurance
  

• Flexible work environment
  

• Opportunity to work directly with company leadership
  

• Career growth opportunities as the company scales
  

• Exposure to the fintech, payments, and gaming industries
  

• Collaborative and entrepreneurial startup culture
  

• Join a fast-growing fintech company solving complex industry challenges
  

• Work directly with leadership and gain significant exposure to the sales process
  

• Be part of a small, collaborative startup team where your work has immediate impact
  

• Help build payments infrastructure for emerging and underserved industries
  

• Opportunity to grow into larger sales or customer leadership roles as the company scales