The Account Manager serves as the primary point of contact for assigned clients to ensure retention and service expansion. They also support accounts payable processes, invoice tracking, and financial record accuracy.
About the Job
Account Manager, Dealer Solutions/Virtual US
Company: San churro
Who We Are
San churro is a growing company focused on delivering high-quality financial and operational support services. We are committed to building strong client relationships, improving business efficiency, and supporting long-term growth through reliable account management and financial solutions.
The Role
The Account Manager at San churro is the primary relationship owner for assigned client accounts. This role is responsible for customer retention, account management, ongoing service support, and expansion of existing services. There is no responsibility for new client acquisition.
The Account Manager collaborates closely with internal teams such as finance operations, service specialists, and support staff to ensure clients receive accurate, timely, and effective financial and account management support.
What You’ll Do
Customer Relationship Ownership
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Serve as the main point of contact for assigned clients and account stakeholders.
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Build strong, trusted relationships to ensure long-term client satisfaction and retention.
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Conduct regular business reviews and communication touchpoints.
Account Management & Retention
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Manage renewals, service continuity, and account updates.
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Identify at-risk accounts early and coordinate internal support to resolve issues.
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Ensure clients receive clear value and service transparency.
Account Planning & Growth Support
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Develop structured account plans including client needs, service usage, and growth opportunities.
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Identify opportunities to expand services within existing accounts.
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Track account health indicators and recommend improvements.
Financial & Operational Support (Accounts Payable Focus where applicable)
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Support accounts payable processes, invoice tracking, and payment coordination when required.
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Ensure accuracy of financial records and timely processing of account-related transactions.
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Assist in resolving billing or payment issues in coordination with finance teams.
Customer Support & Issue Resolution
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Monitor account performance and respond to client inquiries.
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Work with internal teams to resolve service or billing issues.
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Maintain high levels of customer satisfaction and responsiveness.
Cross-Functional Collaboration
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Collaborate with finance, operations, and support teams to ensure smooth service delivery.
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Share client feedback and insights to improve internal processes.
Travel
Minimal to moderate travel depending on client needs.
Required Qualifications
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3–6+ years of experience in account management, finance operations, or client services
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Strong understanding of account payable processes or financial operations
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Experience managing client relationships and supporting retention goals
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Strong communication and organizational skills
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Ability to work independently in a remote environment
Preferred Qualifications
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Experience in finance, accounting, or SaaS/account management roles
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Familiarity with invoicing, billing systems, or financial reporting tools
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Background in customer success or account coordination
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Experience working in remote or distributed teams
Success Metrics
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Client retention and satisfaction
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Accuracy and timeliness of financial/account processing
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Responsiveness to client needs and issue resolution
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Growth in account value through service expansion
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Quality of account management and reporting
Equal Opportunity Employer
San churro is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees regardless of race, color, religion, gender, age, disability, or any other protected status under applicable law.