This Associate Account Manager role stands out in the SaaS ecosystem because it sits at the post launch moment where software value is either realized or lost. In a fintech SaaS context serving banks and credit unions, customer outcomes tend to depend on steady adoption and stakeholder alignment rather than one time implementation work. That makes the position a practical entry point into how recurring revenue businesses protect retention through day to day customer engagement.
From a SaaS career perspective, the work builds fluency in the operating rhythms that matter across most subscription products: usage signals, ticket trends, renewal readiness, and the handoffs between Customer Success, Product, Engineering, and Marketing. Experience translating customer feedback into internal action is highly portable within SaaS, especially for paths into Account Management, Customer Success Management, or broader revenue operations roles.
The role is best suited to someone who enjoys structured follow up, clear written and verbal communication, and being accountable for many small interactions that compound over time. It will fit an early career professional looking to learn a platform deeply while developing judgment about customer health, stakeholder management, and how SaaS teams coordinate around retention.
Who we are
Founded in Scottsdale, Arizona, equipifi is a fast growing, early-stage SaaS fintech building the credit infrastructure for modern banking. We make Buy Now, Pay Later a native banking product by powering financial institutions with flexible financing solutions embedded within their digital banking experience. Learn more at equipifi.com.
Our team is built on experience, talent, and - most importantly, attitude. We thrive in a fast-paced environment and value infinite curiosity, a people-first mindset, and a shared commitment to learning, growth, and pride in the work we do. At equipifi, we practice radical transparency, encouraging team members to move quickly, share ideas openly, and collaborate with peers who will respectfully challenge one another as we learn, build, and grow together. Success in this role comes from the ability to adapt fast, question the status quo, explore new ideas, and ask thoughtful (sometimes uncomfortable) questions— - all while maintaining momentum in service of better customer outcomes. The work we do takes a village - and in an environment that moves fast, we embrace the adventure together.
Where you’ll make an impact
As an Associate Account Manager at equipifi, you’ll be the heartbeat of our customer relationships - helping their consumers fully adopt the equipifi platform. You’ll support customers after they launch on our platform, helping them maximize value from equipifi while building trust through thoughtful check-ins, performance insights, and proactive communication. If you love connecting the dots between customers and internal teams - (and you have a knack for how that drives engagement, retention, and long-term success), then keep reading.
Outcomes You’ll Own
Customer Activation & Adoption You’ll help customers move from launch to value by supporting onboarding activities, driving platform adoption, and encouraging consumer engagement. Through regular check-ins and performance reviews, you’ll help customers understand how equipifi fits into their goals - and spot opportunities to increase usage and impact across their organization.
Trusted Client Relationships You’ll build and maintain strong relationships with key stakeholders across assigned accounts, becoming a reliable point of contact for day-to-day needs. By keeping a close pulse on sentiment, performance, and risks, you’ll help ensure customers feel supported, heard, and confident in their partnership with equipifi.
Engagement, Retention & Optimization Support You’ll support ongoing customer engagement by tracking account performance, reviewing support tickets, and assisting with optimization plans. Working closely with your leader and cross-functional teams, you’ll help guide accounts toward renewal-ready outcomes and contribute to high customer satisfaction, retention, and long-term success.
What you bring to equipifi
- Customer-facing experience is a strong bonus, but not required. If you’ve been dreaming about building the right career in account management and you love helping people thrive, this is a great place to start.
- Familiarity with banking, credit unions, fintech, or financial services (extra gold star if you have lending experience)
- A customer-first mindset: you read the room well, ask thoughtful questions, and people genuinely like working with you
- Clear, confident communication skills - whether you’re leading a call, sending a follow-up, or translating “customer speak” for internal teams
- Strong organizational skills and attention to detail (you notice when something’s off… and you fix it)
- A natural curiosity and eagerness to learn - you’re excited to master the equipifi platform and help customers get real value from it
- You’re fearless in tackling new tools and systems (CRM experience like HubSpot or Salesforce is great, but we can teach you the rest and you’re quick to dive in)
- A collaborative, positive attitude - you believe great customer experiences are built together, not alone
Your future team
You’ll sit on our Customer Success team and report directly to Brandon Guerrero, Senior Account Manager, working closely with a smart, supportive group that’s deeply invested in helping customers win. You’ll collaborate cross-functionally with Product, Engineering, and Marketing to turn customer feedback into action and keep accounts moving forward.
Compensation & equipifi benefits
The compensation for this role starts at $70,000 base and is determined by relevant experience to the role and our industry.
- Competitive compensation includes stock options offered to all employees
- Unlimited Paid Time Off, plus paid holidays, and parental leave
- Flexible hybrid office/work from home philosophy.
- 401(k) program available with 50% match up to 5%
- Comprehensive medical, dental and vision insurance coverage with 100% of employee premiums paid for by equipifi and 50% for dependents’ premiums
- Long-term and Short-term disability, as well as term life insurance coverage with 100% of premiums paid for by equipifi
Almost ready to apply?
We know that great candidates don’t always check every box on paper. If this role gets you excited and you feel you’d bring insight, creativity, and passion to what we are building, we strongly encourage you to apply.
Our qualifications are meant to set everyone up for success, but let’s face it - startups aren’t in the business of mundane box checking. We’re committed to building a team with diverse backgrounds, experiences, and ways of thinking, because that’s how we tackle big challenges and grow together. If you’re ready to push boundaries and contribute your unique perspective, we’d love to hear from you.
equipifi is not currently offering visa sponsorships for any position.
equipifi is an Equal Opportunity Employer. All employment decisions are to be made without regard to race, color, age, sex, gender, sexual orientation, gender identity or expression, pregnancy, religion, creed, marital status, transgender status, partnership status, familial status, national origin/ancestry, alienage or citizenship status, mental or physical disability or medical condition, handicap, military status, veteran’s status, genetic information, unemployment status, status as a victim of domestic violence, status as a victim of sex offenses or stalking, employment status, sexual or reproductive health decisions, or any other status protected by federal, state, or local law (“Protected Characteristics”).
