Account Manager – Existing

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

📋 Description

• Account Management: Build and nurture robust, enduring relationships with current customers by serving as their primary point of contact.

• Comprehend their distinct business requirements and financial goals.

• Upselling Strategy: Evaluate customer usage trends and needs to pinpoint opportunities for upselling our financial technology solutions.

• Create and implement customized upselling strategies.

• Product Expertise: Maintain comprehensive knowledge of our product offerings, features, and updates.

• Communicate the value and advantages of our solutions to customers, aligning them with specific challenges and growth opportunities.

• Strategic Planning: Work closely with customers to devise strategic plans that align our solutions with their business goals.

• Provide consultative advice based on industry best practices.

• Performance Metrics: Establish and meet upselling targets and revenue objectives within your account portfolio.

• Track key performance indicators (KPIs) and take proactive actions to ensure steady growth.

• Customer Feedback: Serve as a liaison for customer feedback within the organization.

• Collect insights and suggestions from customers to guide product development and improvements.

• Contract Negotiation: Effectively negotiate contract terms, pricing, and agreements with existing customers, ensuring profitability while maintaining customer satisfaction.

• Market Awareness: Remain updated on industry trends, competitive developments, and market conditions.

• Utilize this knowledge to enhance upselling strategies and uphold a competitive advantage.

⛳️ Requirements

• Demonstrated experience in account management, ideally within the AP or fintech sector.

• Strong understanding of financial technology products and services.

• Outstanding communication and presentation skills.

• Excellent analytical abilities to interpret customer data and insights.

• Effective negotiation and contract management expertise.

• Self-motivated, results-driven, and capable of working autonomously.

• Strategic thinker with problem-solving capabilities.

• Customer-focused mindset and a dedication to providing exceptional service.

• Generally requires a University Degree or equivalent experience and a minimum of 3 years of relevant prior experience.

• Knowledge of accounting (AR/AP), accounting systems, Credit/Treasury, and wealth management.

• Competitive knowledge of the AP landscape.

🏝️ Benefits

• 18 days PTO*

• 11 Holidays (8 company recognized & 3 floating holidays)

• 16 hours per year of paid Volunteer Time Off (VTO)

• Competitive Healthcare

• 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%

• Parental Leave: 8 weeks 100% paid by AvidXchange**

• Discounts on Pet, Home, and Auto insurance

• WeeCare Childcare Service: assists teammates in finding affordable daycare, childcare, and tutors at 40% less than traditional daycare centers

• Perks at Work: free discount program that offers teammates the chance to save on items including electronics, movie tickets, car purchases, vacations, and more

• Onsite gym fitness center, yoga studio, and basketball court

• Tuition Reimbursement up to the federal maximum of $5,250***

• Hybrid Workplace Flexibility

• Free parking