Account Manager

As an Account Manager within Paymode-X, you will be responsible for enhancing the customer experience and driving account expansion through proactive engagement strategies. Your main focus will be on managing clients to successful outcomes, including driving revenue growth, conducting regular reviews, and resolving any challenges or issues. Additionally, you will develop a deep understanding of the client base and Paymode-X solutions, collaborate with internal stakeholders, and advocate for clients within the organization. Overall, your role will involve building strong relationships with clients, driving adoption and revenue growth, and identifying opportunities for expansion.

• Manage Paymode-X clients to drive revenue growth and establish and maintain relationships as a trusted advisor.
• Execute Monthly and Quarterly reviews, identifying areas of opportunity and resolving open issues and challenges.
• Align clients' business goals and objectives with Bottomline's products, solutions, and services.
• Analyze and drive client usage, transaction volume, vendor enrollment, and other important health metrics using data.
• Develop relationships with C-level executives within client organizations to enhance the overall relationship and account expansion.
• Collaborate with Sales to drive new business within existing clients by providing insights into goals, pain points, and key initiatives.
• Present product roadmap highlights to clients and articulate the business value of investments and innovations.
• Ensure clients understand and take advantage of best practices through content, webinars, and thought leadership.
• Defend against competition and mitigate churn risk.
• Understand and articulate Paymode-X solutions, key client use-cases, product features, and releases.
• Understand the Vendor Enrollment process and identify areas for improvement and collaboration.
• Understand clients' businesses, markets, challenges, and opportunities.
• Advocate on behalf of clients within all Paymode-X teams and collaborate across various departments.
• Serve as a client advocate for product direction within Paymode-X and communicate key client needs and requirements.
• Document and share success stories and references with Marketing and collaborate on targeted messaging and content.
• Provide regular, recurring updates and reports on client progress and engagement.

• Experience in account management and driving account expansion
• Ability to lead clients to desired outcomes and demonstrate the value of the strategic partnership
• Strong skills in measuring, monitoring, and driving adoption, health, and revenue growth of clients
• Excellent communication and relationship-building skills
• Knowledge of success plan best practices and ability to align clients' business goals with company products and services
• Proficiency in analyzing data to drive client usage and important health metrics
• Experience in developing relationships with C-level executives
• Collaboration with sales to drive new business within existing clients
• Understanding and presentation of product roadmap highlights to clients
• Familiarity with best practices and thought leadership in the industry
• Ability to defend against competition and mitigate churn risk
• Deep understanding of Paymode-X solutions, client use-cases, and product features
• Knowledge of vendor enrollment process and ability to identify areas for improvement
• Understanding of clients' businesses, markets, challenges, and opportunities
• Strong collaboration skills with internal stakeholders across various teams
• Advocacy for clients within the company and effective communication of client needs and requirements
• Ability to document and share success stories and impact of Paymode-X on clients' businesses
• Proficiency in creating targeted messaging and content for marketing purposes

• Collaborate with key internal stakeholders
• Advocate on behalf of clients within all Paymode-X teams
• Serve as an effective client advocate for product direction within Paymode X
• Document and share stories and references with marketing about successful clients and Paymode-X's impact
• Provide regular, recurring communications about the pulse of clients to key stakeholders
• Update Salesforce and other business systems in a timely and accurate manner
• 8+ years of experience in client-facing roles within sales, success, account management, or professional services
• 4+ years of experience within a SaaS or payments business
• Experience developing relationships and influencing C-Suite decision makers
• Proven ability to drive sales and/or expansion within prospects and/or existing customers
• Experience building and executing success plans that drive clients to strategic objectives
• Process orientation with a focus on client goal achievement KPIs
• Rigorous attention to detail within CRM applications
• Proven ability to effectively engage with and navigate across corporate functions and the C Suite
• Detailed-oriented, organized with effective time management skills
• Exceptional interpersonal skills and excellent written, presentation, and verbal communication skills
• Always positive, driven to excel, takes ownership, works collaboratively
• Able to travel up to 25% of the time
• Bachelor's Degree or higher, with a business or technical focus preferred
• Equal opportunity employer with an inclusive and open environment