Account Manager
Endex
Account Manager
Endex
AI-powered platform for unified financial analysis
Endex builds AI agents that handle complex, end-to-end work for the world's most demanding teams. Today we're deployed across leading financial institutions and Fortune 500 companies, embedded in the tools and workflows they rely on. We operate at the frontier of agentic knowledge work, partnering closely with top AI research labs and backed by the OpenAI Startup Fund. We're on a mission to build the most capable digital coworker in the world.
Location: New York City (Primary), Denver, Chicago, Singapore (APAC), London, San Francisco, Austin, Los Angeles
Commitment: 5 Days In-Person
We're looking for someone who knows a customer's business well enough to make every commercial conversation useful.
As an Account Manager at Endex, you'll own commercial expansion within existing customers. You'll identify new teams and buying groups, run expansion proposals and negotiations, and partner with CSMs who own adoption and customer outcomes. Renewals Managers own the recurring contract renewal process.
Map Account Expansion: Find additional teams, workflows and buying groups with a concrete reason to adopt Endex.
Qualify New Scope: Connect customer priorities and demonstrated product value to a concrete expansion opportunity.
Close Additional Scope: Own expansion discovery, proposals, commercial negotiations and procurement for existing customers.
Coordinate Account Coverage: Work with CSMs and deployment teams on timing, ownership and commitments to the customer.
Maintain Expansion Discipline: Keep account plans, stakeholder maps and expansion forecasts accurate, coordinating timing with the CSM and renewal owner.
Account Experience: You've managed ongoing B2B customer relationships.
Commercial Judgment: You recognize an opportunity without losing sight of customer value.
Strong Organization: You track commitments across several accounts.
Credible Communicator: You can work with both daily users and senior sponsors.
Expansion Track Record: You have developed new buying relationships inside existing accounts and converted additional use cases into commercial growth.
Enterprise SaaS account management
Experience with financial or professional services customers
Experience running business reviews
Health & Dental Insurance
Monthly Wellness Stipend
401K Matching
Endex is a B2B AI platform for financial services that unifies a firm’s internal files, external data, and other sources into one searchable interface. It automates analytical workflows and supports investment teams with a secure, firm-specific generative AI model trained on internal knowledge. The platform indexes data from multiple sources and lets users search and analyze in one place, acting as an autonomous financial analyst that follows customizable, traceable task plans and executes steps automatically. Its differentiator is the use of a firm-specific AI model with transparent workflows tailored to finance, designed to speed up investment analysis and decision-making.
Explore more opportunities at Endex