Account Manager, Direct Sales
New
J
JobgetherFintech / B2B SaaS
IndiaFull-TimeMiddle
Salary not disclosed
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Job Details
- Languages
- English
- Experience
- 5+ years
- Required Skills
- SalesforceAccount ManagementCRM
Requirements
- 5+ years of experience in B2B SaaS or fintech account management, customer success, upselling, expansion sales, or a closely related commercial role.
- Demonstrated track record of consistently achieving expansion or revenue-growth targets within an existing customer portfolio.
- Proven ability to independently develop and execute account-growth strategies rather than relying exclusively on predefined sales processes.
- Experience generating additional revenue from existing customers, including creating, improving, or implementing expansion strategies or playbooks.
- Strong consultative discovery and relationship-building skills, with the ability to uncover both stated and unstated customer needs and connect them to relevant solutions.
- Hands-on experience with Salesforce or a comparable CRM, with strong discipline around pipeline management, opportunity tracking, and account documentation.
- Excellent written and verbal English communication skills, with confidence communicating by phone as well as through asynchronous channels.
- Strong commercial judgment, analytical thinking, prioritization, and ownership.
- Ability to operate effectively with minimal oversight in a remote, fast-paced environment.
- Experience with payments, accounting software, financial technology, or working with accountants and bookkeepers is a plus.
- Experience promoting adoption of paid features or add-ons within an existing subscriber base is advantageous.
- Familiarity with sales engagement, sequencing, or VoIP tools such as Aircall is a plus.
- Experience mentoring or informally coaching Account Managers or Customer Success professionals is beneficial.
Responsibilities
- Own a portfolio of existing SMB subscribers, developing strong relationships and proactively identifying opportunities for account expansion and revenue growth.
- Drive adoption of high-value payment features, particularly accounts-receivable credit card acceptance and new product capabilities, by connecting solutions to each customer's specific business and cash-flow needs.
- Conduct structured account reviews, customer segmentation, and targeted expansion campaigns, using independent judgment to prioritize opportunities and manage the portfolio effectively.
- Develop, test, and refine expansion strategies and playbooks that can be adopted by other Account Managers, collaborating with Sales Operations and Marketing.
- Maintain accurate CRM records, including opportunity stages, disposition activity, customer interactions, and account notes, using Salesforce or a comparable platform.
- Partner with Product and Marketing teams to influence feature launches, customer messaging, and in-product engagement initiatives that support revenue expansion.
- Consistently achieve or exceed monthly targets related to expansion revenue, feature activation, and transaction payment volume growth per account.
- Share customer insights and successful sales techniques with the broader team to improve account-growth strategies and commercial practices.
- Mentor newer team members and contribute practical guidance on expansion techniques and customer relationship management.
- Operate with a high degree of independence, taking ownership of portfolio strategy, execution, and results with limited day-to-day supervision.
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