Account Manager

Company Description CoreFi is a European, cloud-native core banking platform that powers full-lifecycle financial services, including onboarding, lending, payments, and white-label finance. The platform enables banks, lenders, fintechs, crowdfunding platforms, marketplaces, and embedded-finance companies to launch and scale financial products quickly without building complex backend systems. CoreFi combines composable banking infrastructure, microservice-based architecture, AI-enabled automation, and human oversight across onboarding, accounts, transactions, compliance, servicing, reporting, and portfolio management. The company is live in production, regulated, and processing real financial operations for institutions seeking to modernize or expand their financial offerings. CoreFi delivers agentic AI cloud core banking with a focus on reliability, regulatory compliance, and scalable innovation. Role Description The Account Manager role at CoreFi is a full-time, remote position responsible for owning and growing relationships with financial institution and fintech clients. In this role, you collaborate closely with clients to understand their product roadmap, technical needs, and regulatory requirements, and translate these into clear plans with internal product, engineering, and operations teams. You manage the full client lifecycle, including onboarding, training, ongoing support, and renewal, while proactively identifying opportunities for additional features, services, and product adoption. Day-to-day activities include leading client meetings, monitoring account health and usage, resolving issues, coordinating with support and compliance teams, and preparing performance reports and business reviews. You will contribute feedback to improve CoreFi’s platform and processes, ensuring a high-quality, transparent, and collaborative experience for all client stakeholders. Qualifications - Client relationship and account management skills, including stakeholder communication, expectation setting, and conflict resolution. - Experience with financial services, core banking, fintech, or SaaS platforms, with familiarity in areas such as lending, payments, onboarding, and compliance workflows. - Analytical and problem-solving skills to interpret data, monitor account health, identify risks, and propose practical solutions. - Project coordination skills, including organizing cross-functional work, tracking deliverables, and managing timelines for client implementations and expansions. - Technical aptitude to understand cloud-native platforms, APIs, and microservice-based architectures at a conceptual level and communicate them clearly to non-technical stakeholders. - Strong written and verbal communication skills in English; additional European languages are a plus. - Ability to work independently in a remote environment, with structured time management and attention to detail. - Prior experience in B2B account management or customer success; background in banking, fintech, or regulated financial services is highly beneficial. - Bachelor’s degree in Business, Finance, Economics, Engineering, or a related field, or equivalent practical experience