Account Manager

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 management—from fundraising and onboarding to reporting, distributions, tax, and back-office automation.

But we’re more than just software. We’re 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 we’re growing fast. We’ve 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 Insider’s Hottest PropTech Startups.

The Role

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

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

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

What You’ll Do

• Own and manage relationships with 50–100 existing customers, maintaining consistent engagement and trust
• Identify and close upsell and cross-sell opportunities across Agora’s suite of solutions
• Develop a deep understanding of each customer’s 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

What You’ll Bring

• 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)
• 5–7 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 3–4 times a week