Account Development Partner

Atomic Fi

10d

About The Position

Atomic is building a more connected financial landscape that enables consumers to connect payroll and financial data to services that can improve their financial lives. The company works with 8 of the top 10 financial institutions and 13 of the top 20 neobanks in the country. The Account Development Partner is an embedded member of a sales pod who partners directly with an Account Executive (AE) to drive pipeline creation and account growth. The role generates qualified meetings and opportunities through outbound prospecting for net-new logos, expands stakeholder coverage and identifies cross-sell opportunities within existing customer accounts, and supports the pod’s execution cadence by coordinating Monthly and Quarterly Business Reviews (MBRs/QBRs), gathering input from internal teams, and managing follow-ups and action tracking. The role also serves as an operational partner to the lead AE, translating account strategy into weekly execution plans, maintaining account plans and initiative tracking, coordinating internal stakeholders, and providing customer intelligence and feedback to relevant teams. Atomic describes its culture as innovative, transparent, customer-centric, and fun.

Responsibilities

Build and maintain organizational charts for strategic accounts, including new stakeholders, champions, and influencers.
Partner with the Account Executive to identify cross-sell entry points by persona, department, and use case.
Create targeted contact lists and engagement strategies aligned with account strategy.
Maintain accurate CRM account and contact data and relationship intelligence.
Run outbound sequences into new personas and departments within existing accounts.
Set introductory meetings and discovery sessions for the assigned Account Executive.
Manage inbound expansion signals to the Account Executive and coordinate next steps.
Own the Monthly/Quarterly Business Review cadence, including scheduling, agendas, preparation, follow-ups, and action tracking.
Gather inputs from Sales, Product, and Support, such as usage, roadmap, and open issues.
Produce customer-ready decks covering goals, KPIs, and upcoming priorities, among other topics.
Document commitments, assign owners, and ensure actions are closed-looped.
Turn account strategy into weekly execution plans identifying who does what and when.
Maintain the single source of truth for account plans and initiatives.
Prepare for customer calls, coordinate subject-matter experts, capture notes, and distribute actions.
Identify gaps and proactively resolve them.
Monitor account changes, including organizational shifts, product usage patterns, support trends, and competitive signals.
Provide feedback to teams on messaging, engagement strategies, and products.
Prospect into target accounts to identify opportunities outside the customer base.
Execute multichannel outbound strategies to generate qualified meetings.
Qualify inbound leads and route them to the appropriate pod or Account Executive with next steps.
Collaborate with Marketing on campaign follow-up and messaging feedback.