Account Manager

Paymentus • Charlotte, NC

3d • Onsite

About The Position

The Paymentus Account Management Team is responsible for the retention, relationship expansion, revenue growth, reference-ability and overall satisfaction of existing Paymentus banking and fintech clients, through proactive communication, situational analysis, client education and information sharing, strategic planning, results driven up-sell/cross sell activities, issue escalation management, and effective marketing and product promotional campaign development.

Requirements

• Minimum of 2+ years of direct experience in banking, financial services or fintech.
• Demonstrate a strong understanding of the financial institution landscape, including electronic bill payment (Bill Pay), merchant services, and core banking integrations.
• Maintain deep knowledge of card network rules (Visa/Mastercard), Nacha regulations, and banking compliance standards (e.g., BSA/AML, PCI-DSS).
• Must have 2+ years of experience directly managing a portfolio of institutional and/or commercial clients (“Billers/Merchants”), 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
• Must have advanced oral and written communications skills including the ability to make 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 up to 40 clients
• Must demonstrate proficiency in financial modeling with high level understanding of client profitability
• Must have understanding of 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
• Act as voice of customer, partnering with internal team members to drive any customer issues/escalations to resolution
• Familiarity with Microsoft Office Suite required

Nice To Haves

• Experience selling SAAS and/or cloud-based solutions strongly preferred
• Familiarity with Salesforce™ or similar CRM strongly preferred
• Familiarity with PCI DSS Compliance, credit/debit card association regulations, and NACHA rules strongly preferred

Responsibilities

• Manage a high-volume portfolio of small-tier accounts; proactively re-engage dormant or under-connected clients to assess growth potential, strategically segmenting the portfolio into high-touch individual management or scalable "tech-touch" models.
• Develop formal account plans and client strategies to maximize client satisfaction and drive increased net revenue flow for each respective client, as well as Paymentus.
• Engage clients via telephone, through face-to-face client meetings, virtual meetings, conference/expo interactions, and through written communication, to ensure on-going proactive communication on a monthly basis or more frequently as requested.

What This Job Offers

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