Account Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Drive revenue growth within current customer accounts by identifying expansion opportunities, cross-sell initiatives, and additional solution requirements.

• Oversee opportunities throughout the complete sales cycle.

• Establish and nurture relationships with key customer stakeholders, acting as a trusted advisor and strategic partner.

• Acquire and convey knowledge about onPhase solutions, messaging, value propositions, business impact, and ROI.

• Conduct consultative meetings and presentations for customers using approved demonstrations, sales materials, and pitch decks.

• Keep customer account information, pipeline activities, forecasting, and opportunity management updated in Salesforce.

• Utilize internal sales technologies such as Salesforce, Gong, 6Sense, LinkedIn Sales Navigator, and other sales enablement tools.

• Collaborate with Customer Success, Professional Services, Product, and Support teams to enhance adoption, satisfaction, retention, and long-term success.

• Monitor customer engagement, business needs, and account health to identify risks and opportunities for growth.

• Create strategic account plans that align with customer objectives, retention, and revenue growth.

• Handle contract renewals, pricing discussions, and customer negotiations with leadership as required.

• Work alongside Marketing and Sales Leadership on account-based strategies, campaigns, and customer engagement initiatives.

• Analyze market trends, customer feedback, and competitive insights to refine sales strategies and enhance customer experiences.

• Achieve or surpass monthly, quarterly, and annual revenue growth and retention goals.

• Maintain professionalism, responsiveness, and exceptional customer service throughout the entire customer lifecycle.

⛳️ Requirements

• A minimum of 3 years of experience in account management, emphasizing cross-sell and upsell development within the finance sector.

• Experience in FinTech SaaS; familiarity with accounts payable (AP) and payments will be viewed favorably.

• Demonstrated success in achieving and exceeding sales targets.

• Strong communication, interpersonal skills, and presentation abilities.

• Proficient in Salesforce and other sales enablement technologies.

• Familiarity with Outreach, LinkedIn Sales Navigator, Gong, Sendoso, 6Sense, PandaDoc, or similar sales enablement tools.

🏝️ Benefits

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Generous paid time off and holiday policy.

• Opportunities for professional development and growth.