Customer Account Manager, Strategic Accounts

About the company 🚀

The company is the platform that rewires AR by removing barriers from collecting and reconciling B2B payments, providing end-to-end cash flow clarity and ensuring businesses can manage working capital on their terms.

By closing the loop for finance teams and their business systems, customers, and payment activity into a single intelligent ecosystem, the company transforms money matters into a data-driven advantage. With 10,000 customers and 5M+ companies transacting, the company facilitates 110M+ transactions and processes $300B+ in payments volume annually.

Think you might be the next Veep to join? Read on!!

How you’ll make a huge impact here - and on your career

This is your opportunity to step into a growth-focused role at the intersection of fintech, payments, and customer success. As a Customer Account Manager, you’ll partner with senior finance, accounting, and IT leaders, guiding them through their ongoing digital transformation journey while expanding their use of the company’s payments and AR automation solutions. Many of these customers are PE-backed with multi-entity and holding-company structures, so you’ll also build relationships beyond the finance office, with operating partners, managing directors, and portfolio operations leaders at the sponsor or holding-company level. Rather than the traditional hunt, you’ll own and grow a portfolio of existing customers, building long-term relationships, identifying new value opportunities, and collaborating closely with Customer Success Managers to unlock expansion. You’ll have deep support behind you: CSMs, Product Experts, Solution Consultants, and even our leadership team, ensuring you’re set up to deliver meaningful outcomes for customers and measurable growth for the company.

Join us and help our customers scale smarter while accelerating your career in one of the most impactful areas of fintech.

What you'll do

• Own and grow a portfolio of existing customers, including complex multi-entity accounts, identifying opportunities to expand adoption of the company’s payments, AR automation, collaboration, and cash application solutions.

• Partner closely with Customer Success Managers to develop coordinated account strategies and execute strategic account plans that drive customer outcomes and revenue growth.

• Engage finance, accounting, and IT executives, along with the stakeholders around them in PE-backed and holding-company accounts such as operating partners, managing directors, portfolio operations leaders, and shared services leaders, to understand their priorities, challenges, and transformation goals, positioning the company as a critical partner in increasing efficiency and accelerating cash flow.
• Lead the commercial motion within your accounts, including opportunity identification, qualification, value articulation, proposal development, and commercial negotiation, selling top-down at the finance leadership level and, where relevant, at the sponsor or holding-company level.
• Serve as the primary point of contact for all sales-related activities, ensuring customers have a seamless experience throughout the expansion cycle.
• Track and forecast pipeline activities, providing reliable updates to management and ensuring full visibility across customer stakeholders.
• Collaborate cross-functionally with Product, Marketing, Solutions Consulting, and Implementation to bring the right expertise to each opportunity.
• Act as a trusted advisor, teaching best practices, uncovering inefficiencies, and recommending tailored solutions that reduce manual work, strengthen controls, and increase the speed and volume of payments.

What you'll bring to the team

• 7+ years of B2B SaaS sales experience, including ownership of complex, multi-entity or PE-backed accounts and comfort navigating stakeholders beyond finance, such as operating partners, managing directors, and portfolio operations leaders.

• Experience managing and growing existing accounts, with a strong focus on relationship building and client retention.

• Excellent communication, negotiation, and presentation skills, with the ability to articulate value propositions effectively.

• Able to close complex, mid-market deals without executive sponsorship.

• A competitive attitude with an aptitude for developing your own business opportunities and seeing them through to final sale.

• Strong track record of success crushing sales quotas and comfortable closing deals with an average selling price of $50K+.

• Great energy that people gravitate toward and the ability to sell the vision of digital transformation in the invoice-to-cash process to create a customer-centric experience for clients’ end-customers.

• A Challenger: able to lead with commercial insight, teaching your customers, tailoring your conversations, and taking control of the sales process.

• A natural learner: curious, confident, and enthusiastic. You love to ask questions and deeply understand your customer’s problems.

• Well organized and able to handle managing a lot of moving pieces at once, coordinating internal teams to bring the best that the company can offer to your clients.

• Process-oriented and an expert at maintaining excellent pipeline hygiene and accurate forecasting.

• A bias toward action, love to dive in and get stuff done, overdelivering on expectations and creating plans to close gaps in the forecast as they arise.

• Proficiency in CRM software (e.g., Salesforce) and the Microsoft Office suite and experience using Sales Engagement Platforms (Salesloft, Outreach, HVS, etc.).

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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.