Account Manager

🔥 0 minutes ago

⛷️ Utah – Remote

⛷️ Utah – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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Solen Software Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

🤝 B2B

Finance • SaaS • B2B

Solen Software Group is a permanent capital acquisition company that focuses on investing in and operating enduring software companies. With a mission to help leaders, teams, and organizations achieve their full potential, Solen invests in resilient software businesses and works closely with founders to propel growth through expertise in engineering, sales, marketing, finance, and operations. Solen emphasizes customer centricity and value creation and applies a proven playbook of strategies including digital transformation and artificial intelligence. They offer a quick and seamless acquisition process designed for long-term partnership and sustainable growth. Solen aims to be a steward of company culture and vision, valuing simplicity, discretion, and collaboration in its investments.

📋 Description

• 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.

🎯 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. • Background in fintech, banking technology, or community financial institution (bank/credit union) markets (preferred). • Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts (preferred). • Experience selling or expanding SaaS solutions to community banks, credit unions, or regional banks (preferred).

🏖️ Benefits

• Competitive base salary plus variable commission tied directly to expansion and upsell performance. • Commission is uncapped — your earnings scale with the results you drive. • Willingness to travel for customer meetings, QBRs, and company offsites is expected (estimated 10–20%).