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

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.

Required 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.

San Churro

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