SMB Account Manager

Monetary; Charlotte (NC); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Equity (stock options)

Health insurance (medical, dental, &/v

401(k) with employer match

Unlimited PTO

Tuition reimbursement

Team events

Job summary

Monetary in Charlotte, NC is seeking an SMB Account Manager to drive our Go-to-Market strategy for small and emerging customers. You will sell Monetary’s software and renew existing book of business while building strong relationships with treasury leadership.

In this role, you will exceed revenue targets, manage the entire sales cycle, and engage in aggressive prospecting. You will collaborate with Customer Success, marketing, and internal teams to close strategic deals and drive growth.

Qualifications

• 2-4+ years of consultative sales or business development experience.
• Proficient with CRM tools such as HubSpot or Salesforce.
• Strong ability to present to treasury department leadership.
• Driven, resilient, and comfortable in a fast-paced startup environment.
• Familiar with sales methodologies (Sandler, SPIN, or GAP).
• Experience forecasting deals in a pipeline.

Responsibilities

• Exceed monthly, quarterly, and annual revenue targets.
• Manage entire sales cycle and nurture opportunities.
• Lead prospecting and lead-generation activities.
• Build consultative relationships with senior stakeholders.
• Maintain accurate records in Salesforce and reporting tools.
• Collaborate with Customer Success to educate customers on value.
• Coordinate with marketing and sales to refine initiatives.
• Navigate legal and procurement processes for closures.
• Coordinate with internal teams for seamless execution.

Skills

Consultative sales

Territory management

Lead generation

Relationship building

Tools

HubSpot

Salesforce

Job description

Monetary is the financial platform powering treasury and capital markets across the public sector. State and local governments, public universities, health systems, and the bankers and advisors who serve them run trillions of dollars in debt, cash, and investments on Monetary.

We've built the most sophisticated treasury platform in public finance — sitting at the intersection of treasury management and a $4 trillion fixed income market that's been waiting for modern infrastructure.

ABOUT THE ROLE

Our Sales team is seeking a highly motivated and dynamic SMB Account Manager who is dedicated to making a significant impact through their expertise and innovative approach. As an SMB Account Manager, you will be responsible for driving the Go-to-Market strategy within your assigned territory, focusing on building and nurturing relationships with our smaller and emerging customers. Your primary objective will be to promote and sell Monetary's cutting‑edge software solutions directly to these customers while renewing their existing book of business.

WHAT YOU’LL DO

As an SMB Account Manager, you will:

• Exceed monthly, quarterly, and annual revenue targets for your designated territory.


• Manage the entire sales cycle and foster strong relationships with active opportunities.


• Aggressively engage in prospecting and lead generation activities within your territory.


• Develop and maintain consultative sales relationships with key influencers at the senior management levels, as well as other stakeholders within the client's organization.


• Maintain accurate and up‑to‑date records of sales pipeline, contacts, and activities in Salesforce and other reporting tools.


• Partner with your Customer Success Managers to ensure that your customer base is educated about the value of their existing products.


• Collaborate with the marketing and sales teams to refine strategic initiatives and generate qualified leads.


• Navigate the legal and procurement processes to facilitate successful deal closures.


• Cultivate strong relationships with key internal resources to ensure seamless collaboration in meeting customer needs.

WHAT YOU’ll BRING

• 2-4+ years of consultative sales or business development environment demonstrating consistent quota achievement.


• Proficiency in CRM tools like Hubspot, Salesforce, or equivalent.


• Demonstrated ability to confidently present and interact with treasury department leadership.


• Ambitious, driven, and resilient in the face of rejection.


• Comfortable working in a fast‑paced startup environment, thriving in moments of uncertainty, ambiguity, and change.


• Knowledge of and experience leveraging a sales methodology; preferably Sandler, SPIN, or GAP.


• Experience forecasting the deals in your pipeline on a regular cadence.

GROW Continuously

• We believe in continuous improvement, never accepting the status quo as good enough, and iterating to move quickly without compromising on quality.


• We are energized by the fast‑paced rate of change that growth demands and see new challenges as opportunities for resilience and personal development.


• We are driven by curiosity to think creatively, innovate, and experiment, and we humbly incorporate lessons learned from success and failure along the journey.

OWN Your Outcomes

• We hold ourselves accountable for exceptional effort, execution, reliability, professionalism, and results that add tremendous value for customers.


• We are all individual contributors, responsible for delivering value to our customers, team, and company with every action we take.


• As managers, we lead by example in both what we do and how we do it, and stay personally familiar with the work as we coach our teams.


• We follow through on our decisions and commitments with action.

ABOVE & Beyond

• We create moments of magic, surprising and delighting our customers at every touchpoint.


• We run towards problems and enthusiastically jump in to help colleagues however we can be valuable.


• We take pride in proactively doing the extra little things that set us apart, even when no one is watching.

TEAM Over Ego

• There is no task needed at Monetary that is beneath any of us.


• We work hard to be the teammate others want on their team.


• We have the courage to have hard conversations and the grace to receive honest feedback in pursuit of excellence.

WHY MONETARY

Proud to be named one of the "Best Places to Work" by Charlotte Business Journal, Monetary is a fast‑growing company where we dream big, move fast, make an impact, and bring joy to everything we do. Our core values drive our success as an organization, and we are looking for talented teammates who share our passion for challenging the status quo, innovating in all we do, and wanting to make a difference.

When it comes to benefits and perks, we are committed to supporting our employees's well‑being to make their lives better, both in and out of the office. We offer:

• Competitive salaries plus equity (stock options) for all employees;


• Comprehensive health, dental, and vision insurance, 401(k) with 4% employer match;


• Flexible work schedules and generous leave policies (including unlimited PTO);


• Professional development opportunities and tuition reimbursement;


• Family and wellness perks;


• In‑person social events;


• Top‑of‑the‑line equipment, and a newly furnished office.

Monetary is an Equal Opportunity Employer. We value diversity and prohibit discrimination and unlawful harassment in the workplace. All applicants will receive consideration for employment based upon their qualifications without regard to race, religion, color, national origin, ethnicity, gender, gender identity or expression, pregnancy, sexual orientation, age, marital status, genetic information, political affiliation, National Guard or veteran status, disability, or any other protected status under federal, state, or local law. We welcome and encourage applicants with disabilities to contact our team for assistance during the application and hiring process. We are committed to expanding accessibility and making reasonable accommodations in accordance with applicable law.