Account Manager

Docuphase Llc; Saint Petersburg (FL); Remote; USD 90,000 - 130,000; Full time

Job summary

onPhase is seeking an Account Manager for remote US coverage to manage strategic customer relationships and drive revenue through cross-sell and upsell opportunities. You will collaborate with Customer Success, Professional Services, Product, and Support to maximize adoption and long-term value.

The ideal candidate has 3+ years in B2B account management within FinTech SaaS, with a proven track record of meeting targets and strong communication/presentation skills.

Qualifications

• 3+ years of account management experience with cross-sell/upsell focus in finance/ERP environments.
• FinTech SaaS experience, especially in AP/payments, is preferred.
• Proven track record of meeting or exceeding sales targets.
• Excellent written and verbal communication and presentation skills.
• Proficient with Salesforce and sales enablement tools.

Responsibilities

• Grow revenue within existing customer accounts by identifying expansion opportunities and managing opportunities through the full sales cycle.
• Build and maintain relationships with key stakeholders, acting as a trusted advisor and strategic partner.
• Understand onPhase solutions, messaging, and ROI to communicate value to customers.
• Conduct professional, consultative meetings and presentations using approved demos and materials.
• Maintain accurate pipeline activity, forecasting, and opportunity management in Salesforce.
• Collaborate with Customer Success, Product, and Support to maximize adoption and retention.
• Monitor customer engagement and identify risks and growth opportunities.
• Develop strategic account plans focused on goals, retention, and revenue growth.
• Manage renewals, pricing discussions, and negotiations with leadership support as needed.
• Coordinate with Marketing and Sales Leadership on ABM strategies and campaigns.

Skills

Account management

Cross-sell & upsell

Communication skills

Presentation skills

Strategic thinking

Tools

Salesforce

Outreach

LinkedIn Sales Navigator

Gong

Sendoso

6sense

PandaDoc

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Account Manager

Full Time Remote, US

2 days ago Requisition ID: 1112

Overview

onPhase, is a leading provider of accounting and finance process automation software specializing in Accounts Payable and Accounts Receivable automation.

Position Overview

The Account Manager, reporting totheSr. Director of Account Management and Business Development,will managecustomers that are of strategic importance toonPhase. Account Managers are the crux ofonPhaseexpansion - driving customer lifetime value through upsell and cross-sell opportunities. You will be dedicated to findingadditionalopportunities within current customer accounts through collaboration with our Customer Success team andestablishinglasting relationships with key decision makers.Our ideal candidate is someonewith proven success in the B2B accounts payable (AP) and payments industry.

Key Responsibilities

• Grow revenue within existing customer accounts by identifying expansion opportunities, cross-sell initiatives, and additional solution needs while successfully managing opportunities through the full sales cycle.
• Build and maintain strong relationships with key customer stakeholders, serving as a trusted advisor and strategic partner.
• Gain a deep understanding of onPhase solutions, messaging, and value propositions to effectively communicate business impact and ROI to customers.
• Conduct professional, consultative customer meetings and presentations utilizing approved demos, sales materials, and pitch decks to showcase platform capabilities and business value.
• Maintain accurate and up-to-date customer account information, pipeline activity, forecasting, and opportunity management within Salesforce.
• Demonstrate strong adoption and effective use of internal sales technologies including Salesforce, Gong, 6Sense, LinkedIn Sales Navigator, and other sales enablement tools.
• Partner closely with Customer Success, Professional Services, Product, and Support teams to maximize customer adoption, satisfaction, retention, and long-term success.
• Proactively monitor customer engagement, business needs, and account health to identify risks and growth opportunities.
• Develop strategic account plans focused on customer goals, retention strategies, and revenue growth initiatives.
• Manage contract renewals, pricing discussions, and customer negotiations in collaboration with leadership when necessary.
• Collaborate with Marketing and Sales Leadership on account-based strategies, campaigns, and customer engagement initiatives.
• Track market trends, customer feedback, and competitive insights to help improve sales strategy and customer experience.
• Meet or exceed monthly, quarterly, and annual revenue growth and retention targets.
• Maintain a high level of professionalism, responsiveness, and customer service throughout all stages of the customer lifecycle.

Qualifications

• Minimum of 3 yearsof experience in account management, with a focus on cross-sell and upsell development within the office of finance.
• Experience in FinTech SaaS (experiencein accounts payable (AP) and payments will be considered more favorably).
• Proventrack recordof achieving and exceeding sales targets.
• Excellent communication, interpersonalskillsand presentationcapabilities.
• ProficiencyinSalesForceand other sales enablement technology. We offer our team(s) a robust tech stack to support theirobjectivesincluding Outreach, LinkedIn Sales Navigator, Gong,Sendoso, 6Sense andPandaDoc.