Account Executive

Overview

Account Executive role supporting Account Management and Sales for SaaS clients in corporate and legal compliance, AML/KYC and financial services markets.

What you'll do

• Support Account Management and Sales with client demos, account notes, platform usage data, reporting, and other activities that support client growth and upsell opportunities.
• Schedule and lead client follow-up meetings to review program health and status.
• Track client usage, maintain account inventories, and support timely billing for overages.
• Help resolve billing inquiries in partnership with Finance and Accounts teams.
• Support ongoing client accounts, including renewals, check-ins, solution changes, tailored proposals, and renewal documentation.
• Monitor client issues in Jira, identify trends, and escalate concerns that may affect service levels or client relationships.
• Coordinate with internal teams, including Implementation, Service Management, Technical Support, Product, and Finance teams, to ensure timely resolution and strong client satisfaction.
• Maintain strong knowledge of AMLRS technology platforms to support client training, adoption, best practices, and awareness of new releases.
• Partner with IT Product Managers to customize and calibrate AMLRS technologies for client needs.
• Coordinate with Operations to ensure client research needs are clearly communicated and fulfilled.
• Demonstrate strong interpersonal skills and emotional intelligence.
• Support special projects as assigned.

What you'll need

• Bachelor's Degree (or equivalent) in any discipline.
• 3+ years of client care or account executive experience in a B2B SaaS environment.
• Technically savvy with solid data management and strong organizational skills.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Excellent presentation and interpersonal skills.
• Effective communicator, fluent in written and spoken English.
• Self-starter and quick learner with strong initiative and attention to detail.
• Experience with CRM tools such as HubSpot.

Nice to have

• Related Microsoft Office certifications or references.
• Experience with social media or online advertising tools, including LinkedIn, Google Ads, or Google Analytics.
• Experience with enterprise software, corporate compliance, third-party risk management, due diligence, or KYC/AML markets.

Details

• Location: Max Square, Noida.