Account Executive - Corporate Compliance & AML/KYC

About the role

AML RightSource is a technology-enabled managed services firm that helps financial institutions, FinTechs, money service businesses and corporations with AML/BSA, transaction monitoring, client onboarding (KYC), enhanced due diligence (EDD) and risk management. The Account Executive supports Account Management and Sales for SaaS clients in corporate and legal compliance, AML/KYC and financial services markets. The role maintains client dashboards, usage metrics, presentations, renewal tracking and client communications, working closely with Account Managers, Customer Success Managers and Delivery teams.

Key responsibilities

• Support Account Management and Sales with client demos, account notes, platform usage data, reporting and other activities that support client growth and upsell opportunities.
• Schedule and lead client follow-up meetings to review program health and status.
• Track client usage, maintain account inventories and support timely billing for overages.
• Help resolve billing inquiries with Finance and Accounts teams.
• Support ongoing accounts, including renewals, check-ins, solution changes, tailored proposals and renewal documentation.
• Monitor client issues in Jira, identify trends and escalate concerns affecting service levels or client relationships.
• Coordinate with Implementation, Service Management, Technical Support, Product and Finance teams to ensure timely resolution.
• Maintain strong knowledge of AMLRS technology platforms to support client training, adoption and awareness of new releases.
• Partner with IT Product Managers to customize and calibrate AMLRS technologies for client needs, and coordinate with Operations on client research needs.
• Demonstrate strong interpersonal skills, emotional intelligence and communication skills, and support special projects as assigned.

Required profile

• Bachelor's degree (or equivalent) in any discipline.
• 3+ years of client care or account executive experience in a B2B SaaS environment.
• Technically savvy, with solid data management and strong organizational skills.
• Excellent presentation and interpersonal skills; effective communicator fluent in written and spoken English.
• Self-starter and quick learner with strong initiative and attention to detail.

Required skills

• Proficiency in Microsoft Office, especially Excel and PowerPoint (certifications or references preferred).
• CRM tools such as HubSpot.
• Experience with social media or online advertising tools (LinkedIn, Google Ads, Google Analytics) is an asset.
• Preferred: experience with enterprise software, corporate compliance, third-party risk management, due diligence or KYC/AML markets.