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Senior Account Manager, Financial Services
Location
Canada
Posted
2 days ago
Salary
C$108.0K - C$146.2K / year
Seniority
Lead
Job Description
Senior Account Manager, Financial Services
Vena Solutions
Role Description This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely. The Senior Account Manager serves as the primary point of contact for a portfolio of Vena customers, focused on delivering an outstanding customer experience while driving net revenue growth through renewals, cross-sell, and upsell opportunities. In this strategic role, the Senior Account Manager builds trusted, multi-threaded relationships at all levels within customer organizations and acts as a key link between customers and Vena’s internal teams, ensuring satisfaction, value realization, and long-term success. How You'll Make an Impact - Customer Relationship Management: - Build and nurture multi-threaded relationships with key stakeholders and decision-makers within customer organizations. - Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges. - Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes. - Revenue Retention and Growth: - Manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy. - Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process. - Maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets. - Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed. - Address SLA, security/compliance requests, invoice collections issues, and/or other commercial terms as needed. - Customer Health: - Utilize data-driven insights by leveraging technology and reporting to monitor account health, identify and track renewal and expansion opportunities, and report on key performance metrics. - Proactively identify risks and take steps to prevent churn with support from Vena’s Customer Success team members and relevant cross-functional teams. - Collaboration with Internal Teams: - Partner with cross-functional departments that support delivering an exceptional customer experience. - Advanced Negotiation and Influence: - Use strong negotiation skills to handle important contract discussions, resolve issues, and manage challenging customer situations. - Work closely with key decision-makers at customer organizations to help grow and strengthen Vena’s presence. - Enablement: - Embrace a growth mindset by actively engaging in learning and development opportunities. - Occasionally lead or support internal enablement or training initiatives. - Other duties, as assigned. Qualifications - 4+ years of proven and consistent success managing the retention and growth strategy of an established client base or equivalent experience. - Experience driving adoption and change management within tech organizations. - Excellent presentation and communication skills with the ability to build relationships with senior management and C-suite Finance stakeholders. - High level of organization in your workflows. - Proven reputation as an account management professional who exemplifies Vena’s values. - A growth mindset committed to personal and professional development. - Team player who can also thrive in self-managed and independent environments. Requirements - Experience in “sell to a Finance audience” and Finance Process and Accounting expertise/knowledge. - Drive performance through creativity, lead-by-example leadership, compelling communication, and inspiration. Benefits - Base salary range: $108,035 - $146,165 CAD. - Individual pay influenced by factors like work location, skills, experience, and education. - Compensation may adapt as you progress in your role, offering flexibility for growth beyond initial levels.
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