Account Manager I

Paymentus • Dallas, TX

6d

About The Position

Account Manager Classification: Exempt Summary/Objective 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. Essential Functions/ Responsibilities You will have an assigned portfolio of Paymentus clients and will collaborate with internal teams to oversee the success of the relationships with your clients. The number of clients in your portfolio will vary based on revenue, region/territory, and business needs, and can range up to 25-30 clients, or a shared pool of clients. If you are assigned a dedicated portfolio of clients, you will develop formal annual account plans and client strategies to maximize client success and drive increased net revenue flow for each of your clients as well as Paymentus. If you are working within our shared resource support, you will be responsible for regular client health check-ins. You will be responsible for regular engagement with clients. This engagement will include regular checkpoints via email/phone, face-to-face client meetings, virtual meetings, and conference/expo interactions to 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. You are the voice of client, collaborating with internal teams to drive any customer issues/escalations to resolution Supervisory Responsibility This position does not have any supervisory responsibility or direct reports.

Requirements

• 5+ years in client relationship management and/or customer success, with proven experience directly managing a portfolio of clients across multiple industries and business verticals, with a 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; industries may include, but are not limited to: Government, Banking & Financial Services, Insurance, Mortgage Servicing, Utilities, Healthcare, Lending
• Experience supporting/selling SAAS and/or cloud-based solutions strongly preferred
• Familiarity with Microsoft Office Suite required

Nice To Haves

• 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 your clients
• Develop formal annual account plans and client strategies to maximize client success and drive increased net revenue flow for each of your clients as well as Paymentus.
• Responsible for regular client health check-ins
• Responsible for regular engagement with clients
• Consistently meet or exceed established goals and key performance indicators for the 4 R's: revenue growth, retention, relationship expansion, and reference-ability.
• Collaborating with internal teams to drive any customer issues/escalations to resolution

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed