Account Manager

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

📋 Description

• Take ownership of the renewal process for a portfolio of over 100 accounts, ensuring timely contract execution with minimal revenue loss.

• Confidently lead pricing discussions, including presenting and justifying annual price increases to clients.

• Proactively identify accounts at risk and implement retention strategies in collaboration with the Customer Success team.

• Recognize upsell opportunities within the OneCX platform, such as integrating Appointments, Analytics, or Staff Scheduler modules for customers using single modules.

• Develop account expansion strategies and engage multiple stakeholders at each institution to facilitate deal progression.

• Collaborate with product and Customer Success teams to identify customer needs that can be transformed into revenue growth.

• Cultivate strong relationships with key stakeholders (branch operations, technology, and executive sponsors) throughout your account portfolio.

• Conduct regular business reviews to showcase ROI, align on strategic goals, and create a pipeline for expansion.

• Keep Zoho CRM updated with precise account information, deal stages, and projected revenue.

⛳️ Requirements

• 3–6 years of experience in SaaS account management, with a proven history of achieving quotas in expansion and upsell roles.

• Demonstrated ability to negotiate price adjustments and multi-year contracts — you are adept at managing commercial discussions.

• Experience overseeing a substantial account portfolio; organized, process-oriented, and proficient in prioritization.

• Excellent executive communication skills — comfortable presenting to a branch manager, COO, and everyone in between.

• Strong CRM discipline and data management practices (experience with Zoho CRM, HubSpot, or similar systems).

• Self-motivated with a high tolerance for uncertainty; this is a nascent role where you will contribute to its development.

• Background in fintech, banking technology, or community financial institutions (bank/credit union) is preferred.

• Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts is preferred.

• Experience in selling or expanding SaaS solutions to community banks, credit unions, or regional banks is preferred.

🏝️ Benefits

• Competitive base salary along with variable commission directly linked to expansion and upsell results.

• Uncapped commission potential — your earnings increase with the results you achieve.

• Willingness to travel for customer meetings, QBRs, and company offsites is anticipated (approximately 10–20%).