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Account Manager

Greater New York City Area Full Time

Fundera is a marketplace for small business financial solutions. We provide expert insights and tailored options—from loans to credit cards to bank accounts—so business owners can shop and compare financial choices they often don’t know they have. We partner throughout every stage of their business, helping them weigh the best-fit financial options based on their current needs and eligibility. Our combination of technology and financial expertise ensures business owners make their smartest business decisions yet.

Job Description

An ambitious & motivated Account Manager who will provide the highest level of service to Fundera customers; nurture customers through every step of the lifecycle, analyze opportunities for re-financing, and ensure consistent renewals & retention.


  • Understand our lending products inside and out and identify opportunities for existing customers to refinance, upgrade, or take on additional products to meet their financing needs.
  • Build and maintain meaningful and long-term relationships with Fundera’s customers by helping them obtain their financial goals.
  • Work closely with our Account Executives to ensure a seamless customer experience and identify potential up-sell and other collaboration opportunities.
  • Work with our supply side lender network to find the best offer for a customers needs
  • Achieve and consistently exceed monthly renewal goals.


  • Have 2-5 years of sales or customer service experience.
  • Possess outstanding communication skills.
  • Have the ability to multi-task, prioritize, and autonomously manage your time.
  • Be comfortable and resilient in conversations with business owners from all walks of life.
  • Think on your feet when faced with new challenges, tough conversations, or difficult questions.
  • Always raise your personal bar. You can take feedback like a champ and implement it immediately.