Account Manager

Solen Software Group

19d • Remote

About The Position

FMSI (Financial Management Software, Inc.) provides financial institutions with a white-glove SaaS platform for managing appointments, lobby traffic, staff scheduling, and branch analytics. With over 150 community financial institutions already relying on their services, FMSI is expanding its revenue team to enhance customer value. The Account Manager will be responsible for owning and growing a portfolio of over 100 community bank and credit union accounts. This is a full-cycle revenue role focused on driving renewals, negotiating price increases, identifying upsell opportunities across modules, and executing cross-sell strategies. The ideal candidate will approach the role as a dealmaker, motivated by expanding existing customer contracts. This position is crucial to FMSI's growth strategy, offering significant influence in developing the function and direct access to leadership within a small team environment.

Requirements

• 3–6 years of experience in SaaS account management, with a demonstrated track record of quota attainment in an expansion/upsell capacity.
• Proven ability to negotiate price increases and multi-year contracts — you are comfortable owning the commercial conversation.
• Experience managing a large book of accounts; organized, process-driven, and skilled at prioritization.
• Strong executive communication skills — equally comfortable presenting to a branch manager, a COO, and everyone in between.
• CRM discipline and data hygiene habits (experience with Zoho CRM, HubSpot, or equivalent).
• Self-starter with a high tolerance for ambiguity; this is an early-stage function and you will help build it.

Nice To Haves

• Background in fintech, banking technology, or community financial institution (bank/credit union) markets.
• Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts.
• Experience selling or expanding SaaS solutions to community banks, credit unions, or regional banks.
• Working knowledge of contract structures, multi-year deal mechanics, and pricing negotiations in a SaaS context.

Responsibilities

• Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage.
• Lead pricing conversations confidently, including presenting and defending annual price increases to customers.
• Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success.
• Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules to single-module customers).
• Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals.
• Partner with the product and CS teams to surface customer needs that can be converted into expansion revenue.
• Maintain deep relationships with key stakeholders (branch operations, technology, and executive sponsors) across your book.
• Conduct regular business reviews to demonstrate ROI, align on strategic priorities, and generate an expansion pipeline.
• Keep Zoho CRM updated with accurate account data, deal stages, and forecasted revenue.

Benefits

• Competitive base salary plus variable commission tied directly to expansion and upsell performance.
• Uncapped commission — earnings scale with the results you drive.

What This Job Offers

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