Manage existing banking relationships while achieving financial targets as Senior Virtual Relationship Manager. Focus on excellent customer service and banking product knowledge in a dynamic environment.
About the role
- Senior Account Manager managing high-value accounts for FinQuery's AI-driven accounting automation platform. Responsible for complex negotiations and account expansion strategies.
Responsibilities
- Master complex negotiations and expansion strategies for the highest-value, most strategic accounts
- Develop long-term, multi-product expansion roadmaps for customers
- Conduct executive-level discovery focused on strategic business initiatives
- Translate complex customer challenges into compelling, high-value expansion opportunities
- Design and deliver highly polished, executive-level presentations and demos to senior decision-makers focusing on strategic ROI and business transformation
- Manage complex, cross-functional communication with senior-level stakeholders both internally and externally
- Analyze pipeline trends to identify risks and opportunities for the entire book of business
- Solve highly complex or strategic problems by navigating complex customer dynamics and developing custom solutions
- Use advanced emotional intelligence to build advocacy and navigate complex political or organizational structures within strategic accounts
- Organize and lead large, multi-stakeholder meetings effectively
- Partner internally with customer success, product, and marketing to ensure seamless expansion initiatives
Requirements
- 5+ years of sales experience overall
- 3+ years of experience selling into an existing customer base in a B2B SaaS role (AM or AE)
- A successful track record of exceeding quota in high-value strategic sales
- Deep domain knowledge with the ability to act as a "trusted advisor" to customer finance leaders
- Ability to strategically discuss F&A solutions against industry trends and competitors
- Proven experience leveraging marketing and partnerships for creative self-sourcing
- Exemplary self-management skills with the ability to autonomously handle the most strategic accounts
- Ability to thrive in ambiguous situations and pivot complex expansion plans in response to shifting priorities
- Strong understanding of sales cycle management from opportunity identification to deal closure
- Proficiency in CRM software and sales analytics tools
Benefits
- Annual employee development program stipend of $2,000 for each employee
- Mentorship program (available immediately)
- Sabbatical program (4 weeks after 5 years of service)
- Advancement opportunities based on results
- 401(k) plan with employer matching
- Signing stipend for a work-from-home setup
- Great health benefits with multiple plan option
- Flexible PTO (including 11 holidays and your birthday off)
- Free gym membership at our office (Atlanta HQ)
- Casual dress environment (when in office)
- Catered lunches every Tuesday & Thursday (when in office)
- Parental Leave Benefits
- Fertility/Adoption Assistance
- Annual tutoring stipend for your children (pending eligibility)
Job title
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Experience level
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Degree requirement
No Education Requirement
Location requirements
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