Account Manager (Existing)

Responsibilities

• Account Management: Cultivate strong, long-lasting relationships with existing customers by becoming their dedicated point of contact.
• Understand their unique business needs and financial objectives.
• Upselling Strategy: Analyze customer usage patterns and needs to identify opportunities for upselling our financial technology solutions.
• Develop and execute tailored upselling strategies.
• Product Expertise: Maintain an in-depth knowledge of our product offerings, features, and updates.
• Articulate the value and benefits of our solutions to customers, aligning them with specific pain points and growth opportunities.
• Strategic Planning: Collaborate closely with customers to develop strategic plans that align our solutions with their business objectives.
• Provide consultative guidance based on industry best practices.
• Performance Metrics: Set and achieve upselling targets and revenue goals within your account portfolio.
• Monitor key performance indicators (KPIs) and take proactive measures to ensure consistent growth.
• Customer Feedback: Act as a conduit for customer feedback within the organization.
• Gather insights and suggestions from customers to inform product development and enhancements.
• Contract Negotiation: Skillfully negotiate contract terms, pricing, and agreements with existing customers, ensuring profitability while maintaining customer satisfaction.
• Market Awareness: Stay informed about industry trends, competitive developments, and market conditions.
• Leverage this knowledge to refine upselling strategies and maintain a competitive edge.

Requirements

• Proven experience in account management, preferably within the AP or fintech sector.
• Solid understanding of financial technology products and services.
• Exceptional communication and presentation skills.
• Strong analytical capabilities to interpret customer data and insights.
• Effective negotiation and contract management skills.
• Self-driven, results-oriented, and capable of working independently.
• Strategic thinker with problem-solving skills.
• Customer-centric mindset and a commitment to delivering outstanding service.
• Typically requires a University Degree or equivalent experience and minimum 3 years of prior relevant experience.
• Knowledge of accounting (AR/AP), accounting systems, Credit/Treasury, wealth management
• Competitive Knowledge of the AP Landscape
• About AvidXchange
• A go-getter with an entrepreneurial mindset - that means you are not afraid of taking risks, winning big or facing the unknown.
• Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
• Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.
• What you'll get:
• AvidXers enjoy:
• 18 days PTO*
• 11 Holidays (8 company recogniz

Benefits

Additional Information

Job Overview We are seeking a highly motivated and results-driven Account Manager to join our dedicated sales team. In this role, you will take ownership of a portfolio of key accounts and be responsible for driving revenue growth through upselling and expanding our suite of Product solutions. You will work closely with our existing clients to understand their evolving needs, identify opportunities, and strategically position our products and services to achieve mutual success.

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