Remote Strategic Account Manager, FinTech SaaS

Docuphase Llc; Saint Petersburg (FL); On-site; 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

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.