Solen is a team of software operators that invest in software and work alongside founders to accelerate growth.
Account Manager
Location
Utah
Posted
2 days ago
Salary
0
Seniority
Senior
Job Description
Account Manager
Solen Software Group
• Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage. • Lead pricing conversations confidently, including presenting and defending annual price increases to customers. • Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success. • Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules to single-module customers). • Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals. • Partner with the product and CS teams to surface customer needs that can be converted into expansion revenue. • Maintain deep relationships with key stakeholders (branch operations, technology, and executive sponsors) across your book. • Conduct regular business reviews to demonstrate ROI, align on strategic priorities, and generate an expansion pipeline. • Keep Zoho CRM updated with accurate account data, deal stages, and forecasted revenue.
Job Requirements
- 3–6 years of experience in SaaS account management, with a demonstrated track record of quota attainment in an expansion/upsell capacity.
- Proven ability to negotiate price increases and multi-year contracts — you are comfortable owning the commercial conversation.
- Experience managing a large book of accounts; organized, process-driven, and skilled at prioritization.
- Strong executive communication skills — equally comfortable presenting to a branch manager, a COO, and everyone in between.
- CRM discipline and data hygiene habits (experience with Zoho CRM, HubSpot, or equivalent).
- Self-starter with a high tolerance for ambiguity; this is an early-stage function and you will help build it.
- Background in fintech, banking technology, or community financial institution (bank/credit union) markets (preferred).
- Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts (preferred).
- Experience selling or expanding SaaS solutions to community banks, credit unions, or regional banks (preferred).
Benefits
- Competitive base salary plus variable commission tied directly to expansion and upsell performance.
- Commission is uncapped — your earnings scale with the results you drive.
- Willingness to travel for customer meetings, QBRs, and company offsites is expected (estimated 10–20%).
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