Account Manager I

PaymentusDallas, TX
Onsite

About The Position

The all-encompassing goal of the Paymentus Client Success Team is defined in the title: Client Success. The drive of the Account Manager is to devote their time and attention to their clients and their needs. As an Account Manager, you will have many points of focus, all geared to making your clients, and ultimately Paymentus, successful. You will be responsible for the 4 R's of Client Success: Retention, Relationship Expansion, Revenue Growth, and Reference-ability. Through focusing on these pillars, you will be responsible for the overall satisfaction of your clients. You will work side-by-side with your clients through regular communication, education and information sharing, strategic planning, and face-to-face collaboration and reviews. Through these touchpoints, you will help your clients identify up-sell/cross sell opportunities, marketing and promotional product campaigns, as well as help with any necessary inquiry escalations. A successful Account Manager is one who can balance driving the success of their clients and the success of Paymentus.

Requirements

  • 5+ years in client relationship management and/or customer success.
  • Proven experience directly managing a portfolio of clients across multiple industries and business verticals.
  • Proven track record of consistently meeting or exceeding up-sell/cross-sell production goals and revenue retention targets.
  • Direct experience in online bill payment, mobile/digital bill payments, electronic bill presentment or money movement.
  • Advanced oral and written communications skills including the ability to make in-person presentations and deliver messaging on complex and sensitive information for audiences at all levels.
  • Proven ability to effectively negotiate contract renewals with a firm understanding of pricing guidelines, product applicability, and acceptable terms and conditions.
  • Must be able to influence stakeholders to ensure that all agreements preserve profitability and mitigate risk to Paymentus.
  • Experience preparing comprehensive Request for Proposals, Request for Bids, Vendor Requirement Requests.
  • Must demonstrate level of self-sufficiency to manage portfolio, drive the client relationship, and lead customer meetings without Paymentus leadership presence.
  • Must demonstrate highly effective time management skills to drive the strategic and operational relationship of a portfolio of clients.
  • Must demonstrate proficiency in financial modeling with high level understanding of client profitability, revenue cycle management, and revenue collection.
  • Proven ability to comprehend, document and articulate client requirements and business rules for change requests and/or secondary product implementations.
  • Knowledge of diverse business types, industries/verticals, and economic market, with strong financial acumen.
  • Familiarity with Microsoft Office Suite required.

Nice To Haves

  • Experience supporting/selling SAAS and/or cloud-based solutions strongly preferred.
  • Knowledge of online and electronic bill payment industry.
  • Fundamental understanding of merchant services and credit card association rules, regulations and compliance standards.
  • Familiarity with Salesforce™ or similar CRM.
  • Professional designations such as CPP, AAP, PMP.

Responsibilities

  • Oversee the success of the relationships with assigned clients by collaborating with internal teams.
  • Develop formal annual account plans and client strategies to maximize client success and drive increased net revenue flow for each client and Paymentus (if assigned a dedicated portfolio).
  • Responsible for regular client health check-ins (if working within a shared resource support model).
  • Responsible for regular engagement with clients, including regular checkpoints via email/phone, face-to-face client meetings, virtual meetings, and conference/expo interactions.
  • Ensure on-going proactive communication on a monthly basis or more frequently as requested.
  • Consistently meet or exceed established goals and key performance indicators for the 4 R's: revenue growth, retention, relationship expansion, and reference-ability.
  • Act as the voice of the client, collaborating with internal teams to drive any customer issues/escalations to resolution.

Benefits

  • Equal opportunity employer status.
  • Commitment to reasonable accommodation for individuals with disabilities.
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