Account Manager

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Veta Virtual

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

☁️ SaaS

⚡ Productivity

B2B • SaaS • Productivity

Veta Virtual is a company specializing in virtual receptionist and virtual assistant services. They provide a range of services including phone answering, inbound and outbound call management, appointment scheduling, and call overflow handling. Their services are designed to convert callers into clients by delivering personalized experiences through dedicated live receptionists. Veta Virtual works across various industries, including legal, accounting, and medical, helping businesses maintain a professional image, improve customer service, and free up internal resources. The company emphasizes human interaction with 100% real human receptionists who integrate seamlessly with existing phone providers, offering a cost-effective solution compared to hiring full-time staff.

📋 Description

• Owning the day-to-day communication and relationship management for a portfolio of existing accounts within a fast-moving fintech and cryptocurrency platform. • Driving retention, renewals, and growth by staying ahead of client needs, resolving issues with urgency, and identifying opportunities to expand product adoption. • Serving as the primary day-to-day contact for a portfolio of existing accounts — managing all communications across phone, email, chat, and meetings with professionalism and consistency. • Building strong, long-term relationships with key stakeholders by deeply understanding each account's goals, operations, and pain points, and proactively delivering value at every touchpoint. • Running regular check-ins, account reviews, and performance updates to ensure ongoing alignment, satisfaction, and trust. • Owning the full retention strategy for assigned accounts — identifying churn risk early, executing mitigation plans, and managing contract renewals end-to-end including timelines, pricing discussions, and stakeholder coordination. • Leading renegotiations as needed, partnering with internal teams across Legal, Finance, Compliance, and Sales Leadership to finalize and execute contract terms accurately and on time. • Troubleshooting account issues and coordinating cross-functional resolution with Operations, Support, Product, Compliance, and Engineering — triaging requests, setting clear expectations, and driving timely outcomes. • Identifying and closing upsell and cross-sell opportunities by educating clients on new products, features, and programs relevant to their business — maintaining an active pipeline of expansion opportunities and reporting progress against targets. • Maintaining accurate account documentation, communication logs, and pipeline data in CRM at all times.

🎯 Requirements

• 2+ years of experience in account management, customer success, or a client-facing relationship role — B2B experience strongly preferred. • Proven track record of owning contract renewals and successfully retaining a book of business with measurable results. • Strong, clear, and confident communication skills — written and verbal — with the ability to build trust with clients and internal stakeholders alike. • Ability to troubleshoot complex issues, coordinate cross-functional teams, and manage escalations with urgency, accountability, and composure. • Comfortable negotiating commercial terms, navigating objections, and driving agreements across multiple stakeholders. • Strong organizational skills and CRM discipline — Salesforce or a similar platform is a must. • Exceptional attention to detail — you ensure accuracy, consistency, and full adherence to processes on every account you own. • Fluency in English required — bilingual English/Spanish is a strong plus.

🏖️ Benefits

• Competitive Salary in USD — paid consistently every month, no matter where in the world you are. • Performance-based incentives — your results are recognized and rewarded. • 10 paid vacation days per year plus all U.S. federal holidays. • 100% remote — work from anywhere with a professional home setup. • A fast-paced, high-growth environment at the forefront of the global fintech and cryptocurrency industry — where your work genuinely moves the needle. • A collaborative, supportive culture through Veta Virtual and our client — where your growth, your voice, and your impact are taken seriously from day one.