Important Notice:
This job posting is exclusively for current Togetherwork employees. Applications from external candidates will not be considered at this time.
If you are not a Togetherwork employee interested in joining our team, please explore future opportunities on our public career page: https://www.togetherwork.com/careers/.
Job Summary
As an Account Manager, you will be responsible for managing a portfolio of enterprise-level accounts, ensuring long-term customer success, retention, and growth. You will serve as the primary point of contact for your clients, guiding them through the end-to-end customer journey, driving product adoption, reducing churn, and identifying expansion opportunities. You will leverage strong relationship management, strategic problem-solving, and business acumen to maximize customer value and maintain a high level of client satisfaction.
The ideal candidate is an experienced Account Manager with a strong background in SaaS, preferably within the Fintech or Payments industry. They must have 3-5 years of experience working with Salesforce and 3-5 years of account management experience. Familiarity with Microsoft Dynamics is preferred. This individual should have excellent communication skills, a customer-first mindset, and the ability to collaborate cross-functionally to drive positive outcomes.
Key Responsibilities
- Manage a portfolio of enterprise accounts, ensuring successful onboarding, product adoption, and ongoing customer success.
- Build and maintain strong client relationships, serving as a trusted advisor to key stakeholders, including front-line users, program leads, and executives.
- Proactively engage customers to understand their business objectives, assess their needs, and develop strategic account plans that drive value.
- Become a subject matter expert on the Associations Vertical’s solutions, customer use cases, and industry trends to provide guidance and best practices.
- Collaborate with cross-functional teams (Product, Support, and Sales) to resolve challenges, drive product improvements, and escalate critical customer issues when necessary.
- Identify and drive revenue growth opportunities through upselling, cross-selling, and customer expansion initiatives in partnership with the sales team.
- Analyze customer health metrics, develop scorecards, and implement strategies to improve customer retention and satisfaction.
- Lead customer meetings and presentations, clearly communicating value, insights, and recommendations.
- Advocate for customers internally, ensuring that their feedback is shared with the Product and Support teams to drive continuous improvement.
- Represent the company with professionalism and enthusiasm at client meetings, site visits, and industry events (travel up to 25%).
Qualifications
- 3-5 years of Account Management experience in a SaaS environment (Fintech or Payments industry preferred).
- 3-5 years of hands-on experience with Salesforce (Microsoft Dynamics experience preferred).
- Strong ability to manage enterprise-level customer relationships and drive measurable results.
- Passionate about customer success and delivering high-value experiences to clients.
- Exceptional communication and presentation skills, with the ability to engage stakeholders from front-line users to C-level executives.
- Strong analytical and problem-solving skills, with a data-driven mindset to assess customer health and develop action plans.
- Ability to work independently in a fast-paced, dynamic environment while managing multiple priorities.
Employee Referral Bonus
This position is eligible for a $1,000 employee referral
Access Referral Form Here
Salary Range Disclosure
The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.
Salary Range
US Remote: $65,000-75,000 USD per year + commission
Top Skills
What We Do
Togetherwork is building the leader in Group Management Software and Payments by bringing together companies serving a wide variety of groups – from Home Owners Associations to Sports Leagues to Cultural Institutions to Summer Camps.
We are building on the foundation of OmegaFi, the 25-year leader in providing software and payments services to fraternities and sororities. Recent acquisitions include summer camp, scouting and museum and zoo management software companies.
We are actively looking for successful companies to join Togetherwork and help us build the future. Please contact [email protected] for more information.