Company Description

CoreFi is a European agentic AI cloud core banking provider that enables full-lifecycle financial services, including lending, onboarding, payments, and white-label finance. The platform helps banks, lenders, fintechs, crowdfunding platforms, marketplaces, and embedded-finance companies launch and scale financial products quickly without building backend infrastructure from scratch. CoreFi combines composable banking, microservice architecture, AI-enabled automation, and human oversight to support onboarding, accounts, transactions, compliance workflows, servicing, reporting, portfolio management, and run-off.

Its core capabilities include cloud-native core banking, Lending-as-a-Service, digital onboarding with KYC/AML, white-label financial platforms, asset tokenization, and portfolio wind-down. CoreFi is live in production, regulated, and processes real financial operations on European infrastructure with an AI-driven, human-centered approach to full-lifecycle banking.

Role Description

This is a full-time remote Account Manager role responsible for managing and growing relationships with financial institutions and fintech clients using the CoreFi platform.

The Account

Manager will serve as the primary point of contact for assigned accounts, overseeing onboarding, implementation follow-up, and ongoing platform adoption to ensure clients achieve their business and operational goals. Day-to-day tasks include conducting regular check-ins and reviews, gathering and prioritizing client requirements, coordinating with product, engineering, and support teams,



and resolving issues in a timely and transparent manner. The role involves identifying upsell and cross-sell opportunities, preparing proposals and business cases, and providing guidance on best practices across lending, payments, onboarding, and compliance workflows.

The Account

Manager will also track account health and usage metrics, maintain accurate records in CRM tools, and contribute client insights to help shape product roadmap and service improvements.

Qualifications

- Client relationship management skills, including stakeholder communication, expectation setting, and conflict resolution.
- Account growth and retention skills, such as upselling, cross-selling, and developing value-based proposals.
- Experience working with B2B SaaS or fintech products, preferably in banking, lending, payments, or compliance workflows.
- Strong analytical and problem-solving skills for interpreting client data, platform usage, and operational performance.
- Project coordination skills, including organizing onboarding activities, managing timelines, and collaborating with cross-functional teams.
- Proficiency with CRM and collaboration tools (e.g., Salesforce or similar, ticketing systems, and productivity suites).
- Clear and professional written and verbal communication skills in English; additional European languages are an asset.
- Ability to work independently in a remote, distributed environment and manage multiple accounts and priorities simultaneously.
- Understanding of or strong interest in cloud-native architecture, API-based platforms,

📌 Account Manager (Bilbao)
🏢 CoreFi
📍 Bilbao