Strategic Accounts Growth Manager - FinTech SaaS

onPhase; Saint Petersburg (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

onPhase is a leading provider of accounting and finance process automation software, focused on AP/AR automation. The Account Manager will drive growth within strategic customer accounts, collaborating with Customer Success and other teams to uncover expansion opportunities and ensure long-term value.

The role emphasizes building relationships with key decision makers, communicating impact and ROI of onPhase solutions, and managing renewals and negotiations as needed.

Qualifications

• Minimum of 3 years in account management with cross-sell/upsell focus in B2B finance/office of finance.
• FinTech SaaS experience preferred, especially AP/payments.
• Proven track record of achieving sales targets and building relationships.

Responsibilities

• Grow revenue within existing accounts through expansion opportunities and full sales cycle management.
• Build and maintain relationships with key stakeholders, acting as trusted advisor.
• Communicate ROI and platform value through demos and tailored presentations.
• Maintain accurate pipeline, forecasting, and account data in Salesforce.

Skills

Cross-sell

Upsell

Relationship building

Communication skills

Salesforce

Presentation skills

Tools

Salesforce

Gong

6Sense

LinkedIn Sales Navigator

PandaDoc

Job description

onPhase is a leading provider of accounting and finance process automation software, focused on AP/AR automation. The Account Manager will drive growth within strategic customer accounts, collaborating with Customer Success and other teams to uncover expansion opportunities and ensure long-term value.

The role emphasizes building relationships with key decision makers, communicating impact and ROI of onPhase solutions, and managing renewals and negotiations as needed.