Account Manager

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Account Manager

role at

ADVANCE.AI .

ADVANCE.AI is a leading AI company that provides digital transformation, fraud prevention, and process automation solutions for enterprise clients. It partners with over 700 enterprise clients across banking, financial services, fintech, payment, retail, and e-commerce sectors in ASEAN, APAC, Latin America, and other 12 markets.

Role Overview An Account Manager is responsible for managing and expanding a portfolio of existing clients by strengthening relationships, identifying growth opportunities, and driving renewals to ensure long‑term retention. The role leads strategic engagements such as client discovery, performance analysis, and Quarterly Business Reviews (QBR), acting as the project manager to ensure execution of all agreed action items. The Account Manager monitors client health, mitigates risks, and collaborates closely with cross‑functional teams to deliver seamless experiences and provide data‑driven insights that support revenue forecasting, upsell, cross‑sell, and overall account growth.

Job Description

Manage and grow a portfolio of existing clients.

Identify and execute upsell and cross‑sell opportunities.

Strengthen client relationships and act as a strategic advisor.

Conduct client discovery, performance analysis, and usage reviews to uncover needs and opportunities.

Lead Quarterly Business Reviews (QBR) to evaluate performance, align on goals, and present strategic recommendations.

Act as the project manager for all QBR outcomes, ensuring follow‑through, execution, and cross‑functional coordination on agreed action items.

Develop and execute account growth strategies and account plans.

Prioritize accounts based on potential, risk, and strategic value.

Drive renewals, ensure retention, and proactively prevent churn.

Monitor client health, analyze performance trends, and resolve issues early.

Provide insights on client KPIs, product performance, and ROI to reinforce value.

Forecast revenue accurately through disciplined pipeline tracking and data‑driven assessment.

Communicate opportunities, risks, and progress clearly to internal stakeholders.

Collaborate with product, solutions, integration, finance, and support teams to deliver seamless client experiences.

Provide structured feedback internally to support product improvements and new solution opportunities.

Requirements

Bachelor’s degree in Business, Management, or related field.

7+ years experience in Account Management, Customer Success, or B2B Sales (preferably SaaS or fintech).

Proven track record in managing complex portfolios, driving renewals, and achieving upsell and cross‑sell targets.

Strong commercial acumen with the ability to analyze client performance and identify growth opportunities.

Exceptional relationship‑building and executive‑level communication skills.

Extensive experience leading QBRs, presenting insights, and driving strategic alignment.

Demonstrated ability to act as the project manager for QBR outcomes, coordinating cross‑functional execution.

Strong capability in risk identification, churn prevention, and proactive client management.

Advanced forecasting, pipeline management, and CRM proficiency.

Data‑driven mindset with strong analytical, problem‑solving, and prioritization skills.

Proven experience collaborating with technical, product, integration, and support teams.

Comfortable operating in a fast‑paced, high‑growth environment with high accountability for revenue outcomes.

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Sales and Business Development

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