Onboarding Account Manager

Bottomline•Portsmouth, NH

About The Position

As an Onboarding Account Manager (OAM) within Paymode, you will be responsible for working with the Paymode Implementation Project Manager, ensuring a seamless and efficient onboarding process for new Paymode clients. This includes managing relationships from client signing through go-live, driving alignment across stakeholders, and laying the groundwork for long-term client success. OAMs will work collaboratively with Implementation Project Managers and Account Managers to ensure smooth transitions and high client satisfaction.

Requirements

Demonstrated ability to build strong relationships with diverse client stakeholders and maintain positive client sentiment.
Strong organizational skills with the ability to manage multiple implementations simultaneously, adhering to strict timelines.
Excellent written and verbal communication skills to clearly convey processes, timelines, and value propositions.
Analytical mindset with a proactive approach to identifying and resolving challenges.
Familiarity with ERP systems, file-based integration methods, and automation solutions is a plus.
Proven ability to work cross-functionally with implementation teams, account managers, and other internal stakeholders.
5+ years of experience in Client facing roles within sales, client success, account management, or professional services in an enterprise SaaS company.
3+ years of experience within a SaaS or payments business, preferably in FinTech/Services
Experience developing relationships and influencing C-Suite decision makers.
Experience building and executing success plans that drive clients to strategic objectives.
Process orientation, with a keen focus on Client goal achievement KPI’s.
Rigorous attention to detail within CRM applications including activity, health and success plans, and opportunity tracking.
Proven ability to effectively engage with and navigate across corporate functions and the C Suite.
Detailed-oriented, organized with effective time management skills.
Listening well, exceptional interpersonal skills and excellent written, presentation and verbal communication skills.
Always positive, driven to excel, takes ownership, works collaboratively.

Responsibilities

Own the onboarding process for new clients, including developing program strategies, meeting initial success milestones, and launching the first vendor enrollment campaign.
Participate in weekly client touchpoints to drive alignment with Paymode’s core model and strategic levers of adoption.
Oversee and document OAM implementation tasks throughout the project lifecycle.
Ensure timely achievement of internal and client project deliverables, including go-live and campaign launch.
Collaborate with internal and client teams to resolve bottlenecks and minimize delays.
Maintain alignment across client stakeholders with Paymode’s campaign methodology.
Educate clients on automation opportunities and program adoption levers to maximize value realization.
Prepare detailed handoff documentation, outlining key stakeholders, challenges, and onboarding outcomes.
Coordinate transitions to Account Managers, including introductions during Implementation handoff meetings.
Update Salesforce and other business systems in a timely, accurate, and complete manner.
Identify process improvement opportunities to enhance the client onboarding experience.