This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Digital Banking Account Manager will manage a portfolio of financial institution clients who utilize our digital banking solutions. Serve as a trusted advisor, ensuring client satisfaction, driving renewals, and expanding client relationships through cross-selling and upselling additional products and services. Supervisory Responsibilities: - None Duties/ Responsibilities: - Client Relationship Management: - Serve as the primary point of contact for assigned digital banking clients. - Build and maintain strong, long-term client relationships, positioning yourself as a trusted advisor. - Conduct regular business reviews with clients to assess satisfaction and identify growth opportunities. - Account Growth & Cross-Selling: - Identify, pursue, and close cross-sell and upsell opportunities across our digital banking and software suite. - Collaborate with sales and product teams to craft solutions tailored to client needs. - Meet or exceed revenue growth and expansion targets. - Renewals & Retention: - Own the renewal process for assigned accounts, ensuring timely contract execution. - Proactively address client concerns to reduce churn and increase customer loyalty. - Negotiate contract renewals and ensure favorable outcomes for both client and company. - New Sales Component: - Prospect new & field inbound marketing qualified leads for web design, hosting and CMS opportunities for FI’s of all sizes. - Support a team selling environment of website sales within a larger core and/or digital banking sale. - Qualify, quote, present and close stand alone web sales and some small ($50M of less in assets) stand alone digital deals. - Strategic Partnership: - Gain a deep understanding of clients’ business objectives, challenges, and digital transformation goals. - Advise clients on best practices and new features to maximize their investment. - Act as a voice of the customer internally, collaborating with product and support teams to improve offerings. - Operational Excellence: - Maintain accurate account plans, pipeline forecasts, and CRM records. - Track client health metrics and proactively intervene when risks are identified. - Support client onboarding, training, and adoption initiatives. - Performs other related duties as assigned. Qualifications - Excellent verbal, communication, presentation and negotiation skills. - Excellent sales and customer service skills with a proven ability to explain technical products such as digital banking platforms and financial software to non-technical audiences. - Thorough understanding of company’s products and/or services, and those of immediate competitors in the surrounding market. - Excellent organizational skills and attention to detail. - Ability to manage complex client relationships at multiple organizational levels. - Self-starter with strong organizational skills and attention to detail. - Proficient with Google Workspace or related software. Requirements - Bachelor’s degree in Business, Finance, Marketing, or related field (MBA a plus). - 3 or more years of experience in account management, relationship management, or software sales—preferably in fintech, core banking, or digital banking. Physical Requirements - Prolonged periods sitting at a desk and working on a computer. - Must be able to lift up to 15 pounds at times. - Must be able to regularly travel (20%). Benefits - SALARY PLUS COMMISSION

• Develop and execute strategies to generate new accounts and grow existing customer relationships • Serve as a trusted advisor, offering technical solutions, product recommendations, and insights that drive value • Be empowered with a competitive base salary + uncapped commission, allowing you to control your earning potential • Work closely with our vendors and network of over 250 Profit Centres, representing industry-leading HVAC product lines

• Manage a full retention lifecycle – on-boarding, key check-ins and renewal conversations – to drive the highest contract value retention rates possible. • Partner with customer success manager(s) to steer clients down successful paths; help clients on their accessibility journey and maintain high levels of engagement. • Identify areas for growth including up-sells from current product subscriptions and cross-sells into new product subscriptions. • Deliver compelling arguments for digital accessibility to various audiences via virtual and in-person presentations. • Partner with internal stakeholders to craft proposals matching unique customer use cases. • Develop and maintain quarterly and annual strategic account plans. • Utilize CRM and sales enablement technologies to manage prospect/client communications, activities, and tasks.

• Serve as a primary point of contact for Japanese enterprise clients • Respond promptly to client questions and requests, escalating to internal teams when needed • Maintain strong, consistent follow-up to ensure no opportunities stall or drop • Support clients throughout long project and sales cycles • Identify expansion opportunities within existing accounts • Lead or support business discussions related to growth, new sites, or broader deployments • Coordinate internal stakeholders (sales, product, engineering, leadership) to move deals forward • Support and drive strategic partnership discussions when applicable • Engage effectively with enterprise executives • Facilitate meetings, presentations, and alignment across technical and business audiences • Assist with light administrative tasks related to accounts and partnerships • Track follow-ups, action items, and next steps • Help maintain internal documentation and CRM updates as needed