Mass Fintech Careers

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Account Manager



Sales & Business Development
Boston, MA, USA
Posted on Friday, January 6, 2023

The Company:

DocFox is the leading provider of business account opening software, trusted by over 250 global clients, including commercial banks, crypto platforms, fintechs, and credit unions. Expanding rapidly throughout the US, we are uniquely positioned to continue growing, having built a resilient business with an unparalleled team of over 100 individuals driving innovation in financial services in the world’s biggest market.

DocFox is a cloud-based SaaS application that simplifies the process for opening any business account, no matter how complex, across any channel. Unlike other account opening tools and loan origination systems, DocFox analyzes any document for any financial institution, regardless of size. Business clients get a modern, easy to-use tool that allows relationship managers, business bankers, or loan officers the opportunity to provide a “VIP” experience to new clients. Internal teams at financial institutions review information submitted and analyzed on a portal focused at enhancing their efficiency to get more done, more accurately.

DocFox is backed by angel investors who are active mentors and advisors in the business including the past Vice Chairman of BlackRock and past Head of Storage at Google (employee number 50), along with angel investors who backed unicorns including: ProCore, Appfolio and GoToMeeting. DocFox is headquartered in Boston, MA with regional sales representatives across the US, and a major operations center in Johannesburg, SA.

Why DocFox?

At DocFox we believe that professional growth happens through hard work and support from the company. We are a tight-knit team that combine extraordinary care, transparent candor, and high expectations. That means we alway have each other’s back as we strive for both peak performance and self-improvement. You’ll be expected to maintain a steep growth curve but will be supported through this journey through mutual accountability and mentorship.

The DocFox Values:

  • Have Humble Confidence
  • Give 2% extra
  • Be Transparent
  • Be Helpful
  • Be Real Have Fun

The Role:

We’re looking for a talented account manager to accelerate growth here at DocFox. As an account manager, your work will directly impact our growth by deepening our relationships with our bank, credit union, and fintech clients. Our sales team is distributed around the country so this role will be virtual, with periodic travel for company events and conferences.


  • Drive our growth by achieving and exceeding sales quota of net new revenue from existing clients
  • Manage complex client relationships to ensure high customer satisfaction scores and minimal client churn
  • Develop detailed account plans to map out how you will grow our relationships with major accounts
  • Build strong relationships with key stakeholders across our client base, ensuring we have multiple champions at each client.
  • Collaborate closely with our implementation, system integration, and customer success teams to help provide a unified client experience
  • Share feedback with product team on the client experience of using the product; help prioritize what product development will impact clients the most
  • Represent the company at conferences and industry events
  • Accurately forecast sales activity and revenue achievement through proper use of sales tools

You will be successful if:

  • You have a track record of success in consultative software sales and account management – minimum of 3 years experience managing mid-market and enterprise accounts. 5+ years of experience working with banks, fintechs, or credit unions or a familiarity with BSA /compliance is a plus, but not required.
  • You are an excellent communicator, written and verbal, who doesn’t stop at the first objection. You know the right questions to ask to get feedback about our solution.
  • You are scrappy; comfortable working in a fast-paced start-up environment and learning as you go.
  • You show eagerness to learn and are open to coaching in a transparent work environment. You are not afraid to ask for help when you need it and to support others when they need it
  • You are results driven and focused on outcomes. You believe the quality of an idea is fundamentally more important than whose idea it was.

What you’ll need to bring with you:

  • Comfort with uncertainty. Curiosity to figure out solutions and paths forward independently
  • Attention to detail and eagerness for constant improvement
  • Motivation and focus when working remotely/digitally and in the field
  • Grit, perseverance, and resilience to navigate the ups and downs of account management at a startup

What we offer:

DocFox believes in professional growth and development.

  • A supportive and caring team environment
  • Competitive salary and sales commission structure
  • Health and medical benefits
  • Opportunities for fast career growth
  • Ample – and encouraged – paid leave
  • All the resources and tools that you need to succeed

If you would like to apply for this position, please submit your updated resume and a cover letter.