Junior Account Manager

Junior Account Manager

Location: Sunny Isles Beach, Florida (On-Site)
Company: Neto Capital
Employment Type: Full-Time
Working Hours: 9:30AM–5:30PM
Start Date: Immediate / Based on availability
Compensation: Competitive compensation + performance-based bonuses

Position Overview

Neto Capital is a business financing company in Sunny Isles Beach. We're looking for an Account Manager to own client relationships after funding: staying in touch with clients, tracking their accounts, resolving issues with internal teams, and spotting renewal and upsell opportunities. You'll work closely with Sales, Underwriting, Operations, and Collections, and manage your book through our CRM and Google Sheets.

Key Responsibilities

• Serve as the main point of contact for existing clients — follow-ups, questions, issue resolution, and onboarding.
• Keep the CRM current: calls, statuses, tasks, follow-ups, and open opportunities.
• Track client payments, documents, and performance in Excel / Google Sheets, and flag recurring issues.
• Identify renewals, expansions, and additional products for existing clients.

Requirements

• Bachelor's degree required (Business, Finance, Marketing, or related field a plus).
• 1+ year in Account Management, Customer Success, Sales, or Client Relations.
• Hands-on experience with CRM systems and strong Excel / Google Sheets skills.
• Organized, self-directed, and able to manage many clients and tasks at once with clear written and verbal communication.

Nice to Have

• Background in FinTech, lending, business financing, or B2B services.
• Experience with renewals, upsell, cross-sell, or retention.
• Familiarity with Salesforce, HubSpot, Zoho, or similar; comfortable using AI tools for summaries and documentation.
• Spanish is a strong advantage.

Why Join Neto Capital?

• Central role in the client experience at a growing FinTech company.
• Direct collaboration with Sales, Underwriting, Operations, and management.
• Clear path to grow into senior Customer Success, Sales, or Operations roles.
• Competitive compensation with performance-based bonuses.

Neto Capital isn't a bank — and that's the point. We're a South Florida-based fintech company rewriting how small and mid-sized businesses access capital. While traditional lenders bury business owners in paperwork and make them wait weeks for an answer, we move in hours. As a direct funder specializing in Merchant Cash Advances and alternative financing, we combine smart technology with real human decision-making to get businesses funded fast — no middlemen, no runaround.

We're a lean, fast-moving team where things actually happen. Decisions get made in the room, not lost in a chain of approvals. Your ideas won't sit in someone's inbox — if it's good, we run with it. That means real ownership, real growth, and a front-row seat to how a modern lending operation scales.

The fintech space is exploding, and we're building something big in it. If you're looking for a place where you can move fast, level up quickly, and be part of a company on its way up — not just another seat in a corporate machine — Neto Capital is where you want to be.