Customer Account Manager, Strategic Accounts

Accountabilities

• Own and grow a portfolio of existing strategic customers, including complex multi-entity accounts, by identifying opportunities to expand adoption of payments, accounts receivable automation, collaboration, and cash application solutions.

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

• Build trusted relationships with finance, accounting, and IT executives, as well as operating partners, managing directors, portfolio operations leaders, shared services leaders, and other stakeholders within private-equity-backed and holding-company environments.

• Understand customer priorities, operational challenges, and transformation goals, positioning solutions that can reduce manual work, strengthen controls, improve efficiency, and accelerate the invoice-to-cash process.

• Lead the commercial motion across assigned accounts, including opportunity identification, qualification, value articulation, proposal development, negotiation, and closing, while engaging senior finance and relevant sponsor or holding-company stakeholders.

• Serve as the primary point of contact for sales-related activities throughout the expansion cycle, ensuring customers experience a coordinated and high-quality commercial process.

• Maintain accurate pipeline visibility and forecasting, providing reliable updates to management and ensuring that opportunities, stakeholders, and next steps are clearly tracked.

• Collaborate with Product, Marketing, Solutions Consulting, Implementation, and Customer Success teams to bring the right expertise and resources to each customer opportunity.

• Act as a strategic advisor by sharing best practices, identifying inefficiencies, asking insightful questions, and recommending tailored solutions that create meaningful business value.

• Take ownership of account growth opportunities, proactively addressing forecast gaps, moving opportunities forward, and maintaining strong execution discipline from initial discovery through final close.

Requirements:

• Bring 7+ years of B2B SaaS sales experience, including experience managing complex, multi-entity, mid-market, or private-equity-backed accounts and navigating stakeholders beyond the finance function.

• Demonstrate a proven track record of managing and expanding existing customer accounts, with a strong focus on relationship building, retention, account growth, and long-term customer value.

• Have excellent communication, negotiation, presentation, and executive engagement skills, with the ability to clearly articulate complex value propositions to senior decision-makers.

• Demonstrate the ability to independently close complex mid-market deals without relying on executive sponsorship and to manage the full commercial cycle through final negotiation and close.

• Bring a strong history of exceeding sales quotas and successfully closing deals with average selling prices of $50K or more.

• Possess a consultative and commercially driven mindset, with the confidence to develop your own opportunities, challenge customer thinking, teach through commercial insight, and maintain control of the sales process.

• Be curious, energetic, confident, and naturally motivated to understand customer challenges deeply and connect business problems with practical transformation opportunities.

• Demonstrate strong organizational and project coordination skills, with the ability to manage multiple stakeholders, opportunities, internal teams, and moving priorities simultaneously.

• Be highly process-oriented, with excellent pipeline hygiene, forecasting discipline, and attention to commercial details.

• Show a strong bias toward action, taking ownership of challenges, developing practical plans, and consistently working to close gaps between forecast and results.

• Have proficiency with CRM platforms such as Salesforce, Microsoft Office, and sales engagement tools such as Salesloft, Outreach, or comparable platforms.

Benefits:

• Base salary of $115,000–$135,000 USD per year.

• On-target earnings ranging from $190,000–$225,000 USD.

• Remote working environment.

• Opportunity to manage and grow a portfolio of strategic, high-value customer accounts.

• Exposure to fintech, B2B payments, accounts receivable automation, and digital transformation.

• Direct engagement with senior finance, accounting, IT, private equity, and portfolio operations stakeholders.

• Strong cross-functional collaboration with Customer Success, Product, Marketing, Solutions Consulting, and Implementation teams.

• Opportunity to drive measurable customer outcomes while developing strategic account management and consultative sales expertise.

• Career growth in a fast-moving technology and fintech environment.