Account Manager – Mid Market

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Vena Solutions

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2011

☁️ SaaS

💸 Finance

🤝 B2B

💰 Debt Financing - Vena Solutions on 2025-04

SaaS • Finance • B2B

Vena Solutions is a SaaS provider of an Excel-native financial planning and analysis (FP&A) platform that helps finance teams with budgeting, forecasting, reporting, consolidation, and cash-flow and workforce planning. The platform integrates natively with Microsoft 365 apps, ERP/CRM/HRIS systems, and includes an OLAP database (CubeFLEX) and AI features (Vena Copilot) to accelerate modeling, collaboration, and decision-making for enterprise finance organizations.

📋 Description

• Build and nurture multi-threaded relationships with key stakeholders and decision-makers within customer organizations. • Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges. • Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes. • Manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy for your customer portfolio. • Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process. You will maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets. • Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed, to secure opportunities in a predictable manner. • Utilize data-driven insights by leveraging technology and reporting, to monitor account health, identify and track renewal and expansion opportunities and report on key performance metrics.

🎯 Requirements

• 3+ years of proven and consistent success managing the retention and growth strategy of an established client base or equivalent experience working directly in Sales, FP&A or corporate finance with a track record of exceeding targets and performance goals. • Experience driving adoption and change management within tech organizations. You will ideally have applicable experience in “sell to a Finance audience” and Finance Process and Accounting expertise/knowledge. • Drive performance through creativity, lead-by-example leadership, compelling communication and inspiration. You will have excellent presentation and communication skills with the ability to build initial and sustained relationships with senior management and C-suite Finance stakeholders. • High level of organization in your workflows. You understand how to be responsible for a client portfolio and how to prioritize your time. • Proven reputation as an account management professional who exemplifies Vena’s values. • A growth mindset where you are committed to your own personal and professional development including the growth of those surrounding you. • Team player who can also thrive in self-managed and independent environments.