Account Manager, Direct Sales
New
P
PlootoFintech / B2B SaaS
Remote, IndiaFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5+ years
- Required Skills
- SalesforceCustomer SuccessRelationship buildingAccount Management
Requirements
- 5+ years of B2B SaaS or fintech account management, customer success, or upsell/expansion sales experience.
- Consistent track record of hitting expansion targets while operating independently.
- Demonstrated ability to work with minimal oversight and design own approach to growing an account portfolio.
- Proven experience growing revenue within an existing customer base rather than closing net-new logos.
- Experience designing or improving an expansion motion or playbook.
- Strong discovery and relationship-building skills to identify unstated customer needs.
- Hands-on experience with Salesforce or a comparable CRM.
- Excellent written and verbal communication skills in English.
Responsibilities
- Own a portfolio of existing Velocity subscribers, building relationships that surface expansion opportunities across the account lifecycle.
- Drive adoption of high-margin features, in particular AR Credit Card acceptance, and other new product releases.
- Design and run structured account reviews, segmentation, and expansion plays against the existing book.
- Build and refine expansion playbooks and campaigns that other Account Managers can adopt.
- Maintain disciplined CRM hygiene in Salesforce with accurate opportunity stages and quality account notes.
- Partner with Product and Marketing to influence feature launches and in-app conversion strategies.
- Meet and exceed monthly performance targets including expansion revenue, feature activation rates, and TPV growth.
- Mentor newer team members on expansion technique and share learnings from customer conversations.
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