2-3+ years in B2B new-business sales or account management
Proven track record in managing a book of business with measurable retention and expansion results
Experience conducting executive-level business reviews with data-driven insights
Strong business acumen linking product usage to customer outcomes
Excellent communication and interpersonal skills for stakeholder influence
Highly organized with the ability to prioritize across a large portfolio
Adaptable to the fast-paced environment of an early-stage startup
Technical aptitude for quickly learning complex products
Responsibilities
Own a portfolio of startup and small-business accounts, focusing on retention and expansion
Identify and close expansion opportunities across the entire product suite
Conduct executive-level business reviews with data-driven recommendations
Anticipate customer needs and connect product usage to desired business results
Strategically prioritize tasks across a large portfolio while meeting quarterly targets
Collaborate with customer experience, activations, and sales for a seamless customer journey
Contribute to the development of account management playbooks and processes as the team grows
Benefits
Opportunity to shape processes in a growing team
Close collaboration with leadership in customer success
Dynamic work environment in a fast-paced startup
Potential for professional growth and development
Engagement with a diverse portfolio of startup clients
Full Job Description
Location: New York, NY
Work Model: Onsite, 5 days per week
Industry: Payroll and back-office software (B2B SaaS / fintech)
Compensation: $110K-$160K OTE (70/30 split) The Opportunity
This is the third seat on a small account management team, and it is a selling role. You will own a book of startup customers end to end: keeping them, growing them, and making sure the product is actually driving the outcomes they bought it for. Retention and expansion are your numbers, and you will be expected to go find the expansion rather than wait for it to surface.
Because the team is still small, the way you run your book shapes the way the team runs. You will work closely with the Head of Customer Success and, shortly, a dedicated account management manager, in an organization where process is still being written and good ideas land quickly. Responsibilities
Own a portfolio of startup and small-business accounts, carrying retention, expansion and satisfaction targets
Identify and close expansion opportunities across the product suite, not just seat growth
Run executive-level business reviews with data-driven recommendations tied to customer outcomes
Anticipate customer needs and connect product usage to the business results the customer cares about
Prioritize strategically across a large portfolio while hitting quarterly targets
Partner with customer experience, activations and sales to keep the customer journey coherent
Contribute to the account management playbooks and processes as the team scales
Requirements
2-3+ years in B2B new-business sales or account management
Proven track record managing a book of business and driving retention, expansion and customer satisfaction, with numbers you can speak to
Experience running executive-level business reviews and presenting data-driven recommendations
Strong business acumen and the ability to tie product usage to business outcomes
Excellent communication and interpersonal skills, able to influence stakeholders at every level
Highly organized, comfortable prioritizing across a large portfolio
High adaptability and comfort with the pace of an early-stage startup
Technical aptitude to learn a complex product quickly
Based in or relocating to New York and able to work onsite five days a week
