Account Executive

1 day ago

Melbourne, Victoria, Australia personr Full time $90,000 - $120,000 per year

Company Description

Personr is an end-to-end Anti-Money Laundering (AML) compliance platform that centralises, tracks, and manages all AML obligations. It provides businesses with tools for policy hosting, risk assessments, reporting, and record keeping, ensuring every compliance requirement is met.

Personr offers seamless access to Know Your Customer (KYC) data in over 50 countries and Know Your Business (KYB) verification across 200+ jurisdictions. Our platform can verify more than 12,000 ID documents and perform AML screening globally.

Our mission is to make Australia the world leader in fighting financial crime.

Recognised by Aventine Labs in 2025 as the most comprehensive and innovative AML compliance platform, Personr is dedicated to excellence.

Role Description

This is a full-time hybrid role for an Account Executive focused on the Accounting firms based in Melbourne or Sydney offering flexibility to work remotely part of the week. The Account Executive will play a key role in managing client portfolios, ensuring accurate financial reporting, and maintaining full compliance with AML, KYC, and KYB requirements.

This position involves developing strong client relationships, providing financial insights that support decision-making, and ensuring adherence to both internal policies and external regulatory standards.

The Account Executive will collaborate closely with compliance, finance, and operations teams to manage risk, streamline reporting, and enhance the overall client experience.

Key Responsibilities

Manage and nurture client accounts, ensuring timely and accurate communication and service delivery.

  • Oversee financial reporting, reconciliations, and account performance analysis.
  • Ensure compliance with AML, CTF, and other regulatory frameworks, including KYC/KYB verifications.
  • Conduct detailed risk assessments and implement effective control measures.
  • Maintain accurate documentation and reporting aligned with compliance and audit standards.
  • Support internal policy development and contribute to process improvement initiatives.
  • Work cross-functionally to optimise client onboarding and ongoing account operations.

Qualifications

  • Proven experience in client account management and financial reporting within accounting or financial services.
  • Strong working knowledge of AML/CTF regulations, KYC, and KYB verification processes.
  • Demonstrated ability in risk management, audit readiness, and record-keeping.
  • Excellent interpersonal, written, and verbal communication skills with a client-first mindset.
  • Proficiency in accounting, compliance, and CRM software (e.g., Xero, Hubspot, or similar).
  • Ability to work independently in a hybrid and collaborative environment.
  • Bachelor's degree in Accounting, Finance, Business Administration, or a related field.
  • Experience in financial services, fintech, startups, or compliance operations is highly regarded.

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