Account Manager, New York

Agora is a leading SaaS and FinTech platform transforming how real estate investment firms manage their capital investors and operations. Trusted by 700 GPs owners/operators and investment firms globally we help teams streamline the full lifecycle of investment managementfrom fundraising and onboarding to reporting distributions tax and back-office automation.

But were more than just software. Were a team of bold thinkers innovators and real estate enthusiasts who believe complex processes should feel simple. Our platform combines modern technology with expert services helping our customers raise more capital deliver a better investor experience and scale their businesses smarter.

Agora is backed by top-tier VCs like Insight Partners and Qumra Capital and were growing fast. Weve been named one of Globes Most Promising Startups recognized as a Best Start-Up Companies to Work For by Duns 100 and one of Business Insiders Hottest PropTech Startups.

The Role

As part of our continued growth with existing customers were looking for an experienced and business-minded Account Manager to join our New York team.

This is not a hunting role; instead youll own relationships with key existing customers building long-term partnerships identifying opportunities for growth and ensuring continued satisfaction and engagement. Youll have a mix of sales and relationship responsibilities and will play a key role in driving year-over-year Book of Business growth.

Were looking for someone who is proactive curious and genuinely passionate about helping customers succeed. If youre a strong communicator who enjoys understanding your clients business challenges and uncovering opportunities before they even ask this is the role for you.

What Youll Do

• Own and manage relationships with 50100 existing customers maintaining consistent engagement and trust
• Identify and close upsell and cross-sell opportunities across Agoras suite of solutions
• Develop a deep understanding of each customers business goals and financial drivers to proactively recommend solutions
• Leverage your financial acumen ideally grounded in CPA training or experience to speak credibly with CFOs Controllers and other senior finance leaders
• Navigate complex financial conversations with maturity and professionalism ensuring you balance partnership with commercial outcomes
• Serve as a trusted advisor by combining a consultative approach with a strong understanding of financial services and the broader customer landscape
• Collaborate closely with internal teams (Customer Success Product Marketing and Leadership) to ensure customer satisfaction and identify new opportunities
• Conduct regular check-ins both virtually and in person maintaining a consistent cadence of communication
• Track forecast and report on pipeline and performance metrics
• Represent Agora with professionalism and empathy at events conferences and customer meetings

Agora Software is an equal opportunity employer. Consistent with our mission of serving a diverse and global audience we value a diverse workforce and inclusive culture which reflects that. We encourage applications from all qualified individuals without regard to race color religion gender sexual orientation gender identity or expression age national origin marital status disability and veteran status.

Requirements:

• A background in accounting or finance (CPA credentials or experience working in a CPA capacity is a strong plus especially if paired with a transition into sales client advisory or revenue-generating roles)
• 57 years of experience in Account Management ideally in SaaS or tech-enabled services with experience selling financial or professional services
• Proven success in driving revenue through upselling and cross-selling
• Ability to hold tough high-stakes conversations with C-level finance executives while maintaining trust and partnership
• Strong relationship management negotiation and closing skills
• Detail-oriented with strong commercial instincts; able to contextualize data financial statements and ROI discussions in customer conversations
• Proactive self-motivated and goal-oriented. Thrives in ownership and autonomy
• Excellent communication and interpersonal abilities; able to connect with C-level executives and decision-makers
• Experience with tools such as Salesforce HubSpot or LinkedIn Sales Navigator
• Background or experience with Real Estate Investment FinTech or PropTech industries a plus
• Based in New York with the ability to travel to our Chelsea office 34 times a week

Why youll love working at Agora:

At Agora we believe people do their best work when theyre supported trusted and empowered to grow. Heres what you can expect as part of our team:

• Comprehensive health insurance
• Flexible hybrid work model
• Unlimited paid time off
• Stock options and ownership opportunities
• Commuter and lunch benefits
• Team events offsites and an energetic company culture
• Real opportunities for personal and professional growth

Were here for people who dream big take ownership and treat others with kindness and respect while building something exceptional together.

Compensation:

90000 - 110000 base (up to 220k OTE)