Account Manager

🕒 September 2

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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onPhase

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Venture Round - onPhase on 2024-02

SaaS • Fintech • B2B

onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.

📋 Description

• Grow revenue within existing customer accounts through expansion opportunities, cross-sell initiatives, and additional solution needs • Manage opportunities through the full sales cycle • Build and maintain relationships with key customer stakeholders as a trusted advisor and strategic partner • Learn and communicate onPhase solutions, messaging, value propositions, business impact, and ROI • Conduct consultative customer meetings and presentations using approved demos, sales materials, and pitch decks • Maintain customer account information, pipeline activity, forecasting, and opportunity management in Salesforce • Use internal sales technologies including Salesforce, Gong, 6Sense, LinkedIn Sales Navigator, and other sales enablement tools • Partner with Customer Success, Professional Services, Product, and Support teams to maximize adoption, satisfaction, retention, and long-term success • Monitor customer engagement, business needs, and account health to identify risks and growth opportunities • Develop strategic account plans focused on customer goals, retention, and revenue growth • Manage contract renewals, pricing discussions, and customer negotiations with leadership as needed • Collaborate with Marketing and Sales Leadership on account-based strategies, campaigns, and customer engagement initiatives • Track market trends, customer feedback, and competitive insights to improve sales strategy and customer experience • Meet or exceed monthly, quarterly, and annual revenue growth and retention targets • Maintain professionalism, responsiveness, and customer service throughout the customer lifecycle

🎯 Requirements

• Minimum of 3 years of experience in account management, with a focus on cross-sell and upsell development within the office of finance • Experience in FinTech SaaS; experience in accounts payable (AP) and payments will be considered more favorably • Proven track record of achieving and exceeding sales targets • Excellent communication, interpersonal skills and presentation capabilities • Proficiency in Salesforce and other sales enablement technology • Experience with Outreach, LinkedIn Sales Navigator, Gong, Sendoso, 6Sense, PandaDoc, or similar sales enablement tools