
Customer Account Manager
Posted Jul 17

Posted Jul 17
This is a fully remote position, open to applicants in Canada.
• Take ownership of and expand a portfolio of existing clients, identifying opportunities to enhance the adoption of Versapay’s payment solutions, AR automation, collaboration, and cash application services.
• Collaborate closely with Customer Success Managers to formulate coordinated account strategies and implement strategic account plans that drive customer success and revenue growth.
• Engage with finance, accounting, and IT executives to comprehend their priorities, challenges, and transformation objectives—positioning Versapay as an essential partner in boosting efficiency and accelerating cash flow.
• Spearhead the commercial initiatives within your accounts, including opportunity identification, qualification, value presentation, proposal development, and commercial negotiations.
• Act as the main point of contact for all sales-related engagements, ensuring that customers experience a seamless journey throughout the expansion process.
• Monitor and forecast pipeline activities, providing consistent updates to management and ensuring transparency across customer stakeholders.
• Work cross-functionally with Product, Marketing, Solutions Consulting, and Implementation teams to deliver the appropriate expertise for each opportunity.
• Serve as a trusted advisor, educating clients on best practices, identifying inefficiencies, and proposing customized solutions that minimize manual tasks, enhance controls, and increase the speed and volume of payments.
• 3-5 years of B2B SaaS sales experience—bonus points for prior experience at a tech startup selling to finance and familiarity with accounting.
• Proven experience in managing and expanding existing accounts, with a strong emphasis on relationship building and client retention.
• Exceptional communication, negotiation, and presentation abilities, with the skill to effectively articulate value propositions.
• Capable of closing mid-market deals independently, without the need for executive sponsorship.
• A competitive spirit with a knack for generating your own business opportunities and guiding them to completion.
• A strong history of exceeding sales targets and comfortable closing deals with an average selling price of $50K or more.
• An energetic presence that attracts others, able to promote the vision of digital transformation in the invoice-to-cash process to create a customer-centric experience for our clients’ end customers. This involves both an emotional sale for your Technical Users and Buyers and a rational one that delivers substantial ROI for your Economic Buyers.
• A Challenger—capable of leading with commercial insight, educating your customers, customizing discussions, and taking charge of the sales process.
• A natural learner—curious, confident, and enthusiastic. You enjoy asking questions and gaining a deep understanding of your customer’s challenges.
• Highly organized and adept at managing multiple moving parts simultaneously, coordinating internal teams to provide the best of Versapay to your clients.
• Process-oriented and skilled at maintaining excellent pipeline hygiene and accurate forecasting.
• A bias towards action, eager to dive in and accomplish tasks, exceeding expectations and devising plans to address any gaps in the forecast as they emerge.
• Proficient in CRM software (e.g., Salesforce) and the Microsoft Office suite, with experience using Sales Engagement Platforms (Salesloft, Outreach, HVS, etc.).
• Comprehensive health, dental, and vision insurance plans.
• Competitive salary and performance-based bonuses.
• Flexible work schedule and remote work options.
• Opportunities for professional development and continuous learning.
• Collaborative and inclusive company culture.
Westlake Financial
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