• Serve as the primary point of contact for assigned client accounts • Build and maintain strong, long-term client relationships • Understand customer and business needs related to financial and account services • Support accounts payable processes, invoice tracking, and payment coordination • Manage renewals, billing support, and retention risks • Identify opportunities for account growth and improved service delivery • Coordinate with internal teams (Finance, Operations, Support) to ensure smooth service • Track account health, financial activity, and performance metrics • Conduct regular check-ins, reviews, and account updates with clients • Resolve account and payment issues and escalate when necessary • Maintain accurate records in CRM and accounting systems

• Act as the primary point of contact for the client, ensuring services are delivered effectively and on time • Build strong, trusted relationships with client stakeholders • Oversee the end-to-end delivery of learning services • Manage and resolve any issues or escalations effectively • Monitor account performance against budgets and forecasts • Support effective cost management and resource planning • Contribute to a culture of accountability and continuous improvement

Role Description 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 - Serve as the main point of contact for assigned clients and account stakeholders. - Build strong, trusted relationships to ensure long-term client satisfaction and retention. - Conduct regular business reviews and communication touchpoints. - Account Management & Retention - Manage renewals, service continuity, and account updates. - Identify at-risk accounts early and coordinate internal support to resolve issues. - Ensure clients receive clear value and service transparency. - Account Planning & Growth Support - Develop structured account plans including client needs, service usage, and growth opportunities. - Identify opportunities to expand services within existing accounts. - Track account health indicators and recommend improvements. - Financial & Operational Support (Accounts Payable Focus where applicable) - Support accounts payable processes, invoice tracking, and payment coordination when required. - Ensure accuracy of financial records and timely processing of account-related transactions. - Assist in resolving billing or payment issues in coordination with finance teams. - Customer Support & Issue Resolution - Monitor account performance and respond to client inquiries. - Work with internal teams to resolve service or billing issues. - Maintain high levels of customer satisfaction and responsiveness. - Cross-Functional Collaboration - Collaborate with finance, operations, and support teams to ensure smooth service delivery. - Share client feedback and insights to improve internal processes. - Travel - Minimal to moderate travel depending on client needs. Qualifications - 3–6+ years of experience in account management, finance operations, or client services - Strong understanding of account payable processes or financial operations - Experience managing client relationships and supporting retention goals - Strong communication and organizational skills - Ability to work independently in a remote environment Preferred Qualifications - Experience in finance, accounting, or SaaS/account management roles - Familiarity with invoicing, billing systems, or financial reporting tools - Background in customer success or account coordination - Experience working in remote or distributed teams Success Metrics - Client retention and satisfaction - Accuracy and timeliness of financial/account processing - Responsiveness to client needs and issue resolution - Growth in account value through service expansion - 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.

• Managing and expanding relationships with key global partner accounts. • Building and growing a high-impact partner network in the USA. • Driving partner enablement and growth, including training and co-marketing. • Qualifying and advancing inbound partnership requests. • Contributing to the evolution of internal tools and processes for partner experience.