Account Manager

Summary

Join Togetherwork as an Account Manager and manage a portfolio of enterprise-level accounts, ensuring customer success, retention, and growth. Serve as the primary client contact, guiding them through the customer journey, driving product adoption, and identifying expansion opportunities. Leverage relationship management, strategic problem-solving, and business acumen to maximize customer value and client satisfaction. The ideal candidate has 3-5 years of SaaS account management experience (Fintech or Payments preferred), 3-5 years of Salesforce experience, and excellent communication skills. Familiarity with Microsoft Dynamics is preferred. This role requires managing multiple priorities in a fast-paced environment and collaborating cross-functionally. The position offers a competitive salary and benefits package.

Requirements

• 3-5 years of Account Management experience in a SaaS environment (Fintech or Payments industry preferred)
• 3-5 years of hands-on experience with Salesforce (Microsoft Dynamics experience preferred)
• Strong ability to manage enterprise-level customer relationships and drive measurable results
• Passionate about customer success and delivering high-value experiences to clients
• Exceptional communication and presentation skills, with the ability to engage stakeholders from front-line users to C-level executives
• Strong analytical and problem-solving skills, with a data-driven mindset to assess customer health and develop action plans
• Ability to work independently in a fast-paced, dynamic environment while managing multiple priorities

Responsibilities

• Manage a portfolio of enterprise accounts, ensuring successful onboarding, product adoption, and ongoing customer success
• Build and maintain strong client relationships, serving as a trusted advisor to key stakeholders, including front-line users, program leads, and executives
• Proactively engage customers to understand their business objectives, assess their needs, and develop strategic account plans that drive value
• Become a subject matter expert on the Associations Vertical’s solutions, customer use cases, and industry trends to provide guidance and best practices
• Collaborate with cross-functional teams (Product, Support, and Sales) to resolve challenges, drive product improvements, and escalate critical customer issues when necessary
• Identify and drive revenue growth opportunities through upselling, cross-selling, and customer expansion initiatives in partnership with the sales team
• Analyze customer health metrics, develop scorecards, and implement strategies to improve customer retention and satisfaction
• Lead customer meetings and presentations, clearly communicating value, insights, and recommendations
• Advocate for customers internally, ensuring that their feedback is shared with the Product and Support teams to drive continuous improvement
• Represent the company with professionalism and enthusiasm at client meetings, site visits, and industry events (travel up to 25%)

Preferred Qualifications

Familiarity with Microsoft Dynamics

Benefits

• $1,000 employee referral
• Flexible paid vacation/personal time policy
• 6 weeks paid parental leave