About Kashable

Kashable is a fast-growing, venture-backed FinTech startup headquartered in NYC. We provide inclusive, socially responsible, low-cost credit to American employees, offered as a voluntary benefit through their employer. Kashable has raised nearly $400 million in capital and has provided more than $1.25 billion in loans to working Americans across a footprint of employer clients representing 4 million employees. Founded in 2013 by a team of serial entrepreneurs with deep industry experience, Kashable has become the leading provider of financial wellness solutions in the workplace, serving many Fortune 500 companies, governments, hospitals, and universities. We are a dynamic, ambitious, and hard-working team redefining financial well-being for working Americans.

Location

Kashable is located in Midtown Manhattan, New York City.

Office expectation: In-person attendance is required 3–4 times a week to collaborate effectively with the team-with the ability to travel 20% of the time

Your Mission:

We are seeking a seasoned Account Management leader to drive growth, retention, and client satisfaction across our expanding portfolio of U.S. corporations. Reporting directly to our Co-Founder and Co-CEO, this role will partner closely with Sales, Operations, and other cross-functional teams to enhance client value and deliver measurable impact.

You’ll define the long-term vision for Account Management, lead and mentor a high-performing team, and build scalable processes that support company growth. With a focus on innovation, data-driven insights, and operational excellence, you’ll identify and execute strategies to strengthen partnerships, capture organic growth opportunities, and elevate the overall client experience.

Duties & Responsibilities

• Define and communicate the long-term vision for the Account Management function, aligning it with overall company strategy
• Lead the Account Management team – Provide structured management, performance coaching, and career development for high-performing account managers.
• Own account retention, expansion, and satisfaction targets, with accountability for revenue growth and client lifetime value.
• Build and scale the enterprise Account Management function – Define team structure, hiring strategy, and organizational capabilities to support company growth.
• Leverage innovation and AI – Consistently explore new ways to serve employers more effectively and efficiently.
• Drive team performance – Establish individual and team KPIs, conduct regular 1:1s and performance reviews, and manage talent development initiatives.
• Become a product and client expert – Develop deep knowledge of our products and each employer’s business and integration processes; serve as the company’s go-to resource on client needs.
• Identify growth opportunities – Partner with team leads to develop thought leadership and recommendations that drive organic growth.
• Strengthen processes and documentation – Develop, refine, and maintain documentation for processes, systems, and implementation plans.
• Oversee client requirements – Triage and prioritize tickets, collaborating with functional teams as needed.
• Enhance efficiency – Identify areas for process improvement and recommend solutions to increase operational effectiveness
• Collaborate with senior leadership across Product, Engineering, Marketing, and Finance to ensure alignment on client priorities and growth initiatives

Education & Experience

• Extensive leadership experience in Customer Success / Account Management within HCM and/or FinTech, with a proven track record of delivering client value and operational excellence.
• Bachelor’s degree in Business Administration, Marketing, or a related field: an MBA is preferred.
• 5+ years of experience managing an Account Management team in a fast-paced environment, preferably in SaaS.
• 12+ years of experience in enterprise Account Management or Sales.
• Demonstrated ability to lead client engagements and deliver consultative, data-driven solutions.
• Strong executive presence and communication skills, with confidence in C-level interactions.
• Proven problem-solving skills, with experience identifying and resolving complex issues, discrepancies, and escalations.
• Excellent verbal and written communication skills, able to convey complex information to both technical and non-technical audiences.
• Strong collaboration skills, with the ability to work across teams and manage multiple priorities.
• Experience cleaning and analyzing data to identify actionable insights.
• Represent Kashable at industry events, conferences, and in key client meetings as a trusted advisor and thought leader

Nice to Have:

• Experience with HubSpot or Salesforce.
• Experience with HR systems and benefits management.
• Background in Finance.
• Self-starter with the ability to inspire teams and chart new paths.
• Skilled at engaging a broad spectrum of stakeholders with diplomacy while offering strong points of view and sound decision-making.

Perks & Benefits

• Medical, dental (including orthodontics), and vision insurance
• PTO and holidays
• 401(k) plan with employer match
• Paid parental leave
• Subsidized ClassPass membership
• Voluntary life and disability insurance
• Flexible Spending Accounts (FSAs)
• Commuter benefits
• Pet insurance
• Weekly catered lunches and a fully stocked kitchen
• Team events, lunch & learns, happy hours, birthday celebrations, and volunteer opportunities