Job description
Job Summary
As an Account Manager, you will be responsible for managing a portfolio of enterprise-level accounts, ensuring long-term customer success, retention, and growth. You will serve as the primary point of contact for your clients, guiding them through the end-to-end customer journey, driving product adoption, reducing churn, and identifying expansion opportunities. You will leverage strong relationship management, strategic problem-solving, and business acumen to maximize customer value and maintain a high level of client satisfaction.
The ideal candidate is an experienced Account Manager with a strong background in SaaS, preferably within the Fintech or Payments industry. They must have 3-5 years of experience working with Salesforce and 3-5 years of account management experience. Familiarity with Microsoft Dynamics is preferred. This individual should have excellent communication skills, a customer-first mindset, and the ability to collaborate cross-functionally to drive positive outcomes.
Key Responsibilities
- Manage a portfolio of enterprise accounts, ensuring successful onboarding, product adoption, and ongoing customer success.
- Build and maintain strong client relationships, serving as a trusted advisor to key stakeholders, including front-line users, program leads, and executives.
- Proactively engage customers to understand their business objectives, assess their needs, and develop strategic account plans that drive value.
- Become a subject matter expert on the Associations Vertical’s solutions, customer use cases, and industry trends to provide guidance and best practices.
- Collaborate with cross-functional teams (Product, Support, and Sales) to resolve challenges, drive product improvements, and escalate critical customer issues when necessary.
- Identify and drive revenue growth opportunities through upselling, cross-selling, and customer expansion initiatives in partnership with the sales team.
- Analyze customer health metrics, develop scorecards, and implement strategies to improve customer retention and satisfaction.
- Lead customer meetings and presentations, clearly communicating value, insights, and recommendations.
- Advocate for customers internally, ensuring that their feedback is shared with the Product and Support teams to drive continuous improvement.
- Represent the company with professionalism and enthusiasm at client meetings, site visits, and industry events (travel up to 25%).
Qualifications
- 3-5 years of Account Management experience in a SaaS environment (Fintech or Payments industry preferred).
- 3-5 years of hands-on experience with Salesforce (Microsoft Dynamics experience is a plus).
- Strong ability to manage enterprise-level customer relationships and drive measurable results.
- Passionate about customer success and delivering high-value experiences to clients.
- Exceptional communication and presentation skills, with the ability to engage stakeholders from front-line users to C-level executives.
- Strong analytical and problem-solving skills, with a data-driven mindset to assess customer health and develop action plans.
- Ability to work independently in a fast-paced, dynamic environment while managing multiple priorities.
- Experience working within a functional matrix (preferred)
Excited about this role but don’t meet every single requirement? Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification. At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
The Company offers a comprehensive employee benefits program, including:
- Medical, dental, and vision insurance options
- 100% Employer paid short/long term disability
- Basic Life
- 401(k) option with 100% company match
- Flexible paid personal/vacation time built on mutual trust and accountability
- 10 sick days annually
- 10 company paid holidays
- 6 weeks paid parental leave
Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.
Salary Range Disclosure
The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork’s total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.
Salary Range
US Remote:$65,000 - $75,000 USD per year plus commission
Who we are
Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.
Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.
This role will be supporting our Associations vertical solution https://www.togetherwork.com/vertical-solutions/associations/
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