PEO and Enterprise Account Manager

Summary

Join FinFit as a PEO and Enterprise Account Manager to cultivate and expand relationships with enterprise and PEO accounts. This role demands driving deeper account penetration, boosting communication adoption, and uncovering new sales prospects within key partnerships. The ideal candidate demonstrates expertise in strategic account management, client communication, and sales pipeline development, ensuring both measurable results and client satisfaction. Responsibilities include managing enterprise and PEO accounts, developing tailored strategies, fostering strong client relationships, and preparing comprehensive reports. The position also involves managing the PrismHR partnership and developing a robust enterprise sales pipeline. Success in this role requires strong communication, analytical skills, and experience in account management and sales.

Requirements

• 5+ years of experience in account management, enterprise sales, or client relationship management
• Proven ability to manage complex accounts and drive measurable outcomes
• Strong communication and interpersonal skills, with the ability to influence and build relationships
• Experience with CRM systems and sales pipeline management
• Analytical mindset with the ability to translate data into actionable insights

Responsibilities

• Manage assigned enterprise accounts, focusing on driving deeper penetration and greater adoption of communication strategies
• Develop and implement tailored strategies to meet client needs and maximize account potential
• Foster strong relationships with key stakeholders to ensure long-term client success
• Develop and maintain a schedule for monthly and quarterly client calls to review outcomes, performance metrics, and feedback
• Promote awareness and adoption of new products and services during client interactions
• Prepare and deliver comprehensive reports that highlight value and support decision-making
• Manage PEO partner accounts and identify opportunities for new sales within payroll channel partnerships
• Develop and execute strategies to grow revenue and strengthen relationships with PEO partners
• Ensure alignment between client goals and organizational offerings to maximize success
• Serve as the primary strategic account manager for the PrismHR partnership
• Oversee day-to-day account activities, ensuring seamless communication and alignment with client objectives
• Drive initiatives to enhance the partnership and deliver measurable results
• Develop, maintain, and manage an enterprise sales pipeline, identifying high-value opportunities
• Work collaboratively with internal teams to close deals and achieve revenue targets
• Regularly update and report on pipeline performance, identifying areas for improvement and growth