Solen Software Group logo
Solen Software Group

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

Bachelor Degree3 yrs expEnglish

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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