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$120,000–$150,000/yr
US

  • Facilitate weekly in-person client meetings in order to build strong relationships focused on helping facilitate the change management process within SMB/Consumer clients
  • Identify opportunities to adjust client processes to maximize Ocrolus footprint
  • Communicate client needs, demands and goals to our internal teams

Salesforce FinTech API B2B Account Management

20 jobs similar to New Account Manager - SMB

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  • Provide a exceptional experience to your assigned accounts’ key stakeholders
  • Foster long term customer relationships that grow loyalty to WorkOS and WorkOS products
  • Work cross-functionally both internally and within your user’s organizations to provide and implement operational solutions

WorkOS builds modern developer tools and APIs that make it easy for companies to become Enterprise Ready. They recently raised a $100M Series C, valuing the company at $2B, and power enterprise features for many of the fastest-growing AI companies.

$90,000–$126,000/yr
US

  • Manage a portfolio of merchants to foster long-term relationships, measured by increase in financing volume and share of wallet with each merchant.
  • Support business development and partnerships in closing new deals and assist with the onboarding to Wisetack.
  • Communicate merchant needs and feedback to the broader organization (especially product, marketing, and partnerships).

Wisetack builds consumer lending products for service-based businesses. They are a Series B startup with $84M raised, backed by leading VCs, and have won multiple awards, including recognition from their customers who have given them sky-high NPS ratings.

US 16w maternity

  • Fulfill the role of trusted advisor through strong relationships with clients.
  • Maintain revenue stream through renewals and expand it through up-selling.
  • Proactively prospect, identify, qualify leads, and close business to exceed objectives.

Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies worldwide grow, manage risk, and innovate. They are a diverse, global team that values creativity, collaboration, and bold ideas.

US 4w PTO

  • Own and drive expansion, retention, and long-term success for a portfolio of existing key merchant accounts
  • Execute on strategic account planning, QBRs (Quarterly Business Reviews), and client-facing product training
  • Partner cross-functionally with Sales and Product teams to achieve product adoption and client-led feature requests

Breeze is building the universal payment layer to unify all currencies—fiat and crypto—so businesses and consumers can transact seamlessly. They are a dynamic startup, backed by Sequoia Capital.

US

  • Own and grow a book of existing customers by identifying upsell and cross-sell opportunities
  • Proactively outbound into strategic accounts using creative, personalized tactics
  • Lead customers through consultative discovery to match them with higher-tier solutions that fit their evolving workflows

Instrumentl is a mission-driven startup that helps the nonprofit sector drive impact, aiming to be the most-loved grant discovery and management tool. They are a hypergrowth YC-backed startup with over 3,000 nonprofit clients and emphasize a customer-focused, experimental, and collaborative culture.

$55,000–$95,000/yr
US 3w PTO

  • Manage opportunities within current business accounts, calling on customers about new products.
  • Increase Experian revenue by managing and closing deals with existing customers.
  • Consult with C-level decision makers to understand needs and develop complex solutions.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

$55,000–$95,000/yr
US 3w PTO

  • Be the primary liaison between clients and our teams (Operations, Legal, Compliance, Finance, Project Management, Client Success).
  • Be the lead for client strategic programs, ensuring the smooth execution of Experian-supported projects.
  • Represent the voice of the client internally, advocating for their needs and driving resolution of issues.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company, they have a team of 22,500 people across 32 countries, with corporate headquarters in Dublin, Ireland.

$55,000–$95,000/yr
US 3w PTO

  • Manage existing customer relationships to increase adoption, use and growth of Experian's product's and services.
  • Daily supporting of client's strategic plans to ensure execution of relevant Experian-supported projects.
  • Educate clients on the latest Experian products and services relevant to customer-focused feedback and shared industry insight.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.

US 4w PTO

  • Build client relationships by supporting and owning relationships with a portfolio of clients.
  • Support client performance by helping track and share client performance.
  • Manage requests and support by responding to client questions and requests in a timely manner.

Spiral is an award-winning fintech platform that enables banks and credit unions to grow deposits and retention through banking experiences people love. Spiral is led by a serial fintech entrepreneur and a seasoned leadership team and has raised $44 million in total funding to date.

$100,000–$150,000/yr
US Europe 4w PTO

  • Own the end-to-end sales process, from inbound qualification through to close.
  • Run 5-10 new demos per day, while actively progressing deals across your existing pipeline.
  • Clearly articulate Blinq’s value proposition and customer journey to SMB prospects.

Blinq is a company focused on building the world's #1 digital business card. They aim to reshape how professionals stay connected, offering tools to keep people genuinely connected in a world where follow-ups slip through the cracks and relationships are increasingly fragmented.

North America 3w PTO

  • Manage daily partner relationships and ensuring successful execution, adoption, and ongoing engagement across Experian's indirect client portfolio.
  • Support joint growth plans in partnership with Account / Client Executives and internal teams.
  • Enable partners, making them operationally successful, and positioning them to deliver value using Experian data, software, and analytics.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries and corporate headquarters in Dublin, Ireland.

$107,000–$128,000/yr
US 3w PTO

  • Own and exceed retention (GRR) and expansion (New ARR) targets.
  • Build multi-threaded relationships across business and executive stakeholders.
  • Identify and qualify upsell and cross-sell opportunities based on customer goals.

ABBYY is a trusted partner for purpose-built AI and intelligent automation, solving complex problems for enterprise customers. They have over 600 employees across 15 countries and foster a culture of respect, transparency, and simplicity.

$110,000–$140,000/yr
US 5w PTO

  • Own a portfolio of 25–40 accounts across our digital health and mid-market segment
  • Run onboarding for new customers and get them to their first meaningful milestone as quickly as possible
  • Conduct quarterly business reviews that are actually useful – not just status updates, but conversations that move things forward

Junction is building the infrastructure layer for diagnostic healthcare, making patient data accessible, actionable, and automated across labs and devices. Backed by Creandum, Point Nine, 20VC, YC, and leading angels, they are working to solve one of the biggest challenges of our time: making healthcare personalized, proactive, and affordable.

North America

  • Own key customer relationships to drive measurable business outcomes and expand footprint.
  • Lead new customer onboarding and drive product adoption, while monitoring health metrics.
  • Identify and capitalize on expansion opportunities aligning with customer goals to maximize LTV.

Localize's platform helps over 700 companies automate the translation of their web and mobile applications. They are a fully remote team of around 30 people and offer a culture with an emphasis on work-life balance.

  • Nurture opportunities, building and maintaining strong relationships with all key stakeholders to ensure long-term
  • Manage complete and complex sales-cycles, taking a consultative and detailed approach to presenting the full platform features to often presenting to C-Suite key decision making executives
  • Create proposals and assist with RFP responses, coordinate deal negotiation, arrange on-site visits to close deals and hand-over projects to the delivery team

Mambu is a leading SaaS cloud banking platform that is on a mission to make banking better for a billion people. They offer exciting career opportunities and help shape the future of financial services.

$90,000–$120,000/yr
US Unlimited PTO

  • Lead a book of business for existing mid-market clients to effectively expand partnerships.
  • Work cross-functionally with internal teams such as Customer Success, Sales Engineering, and Sales Operations.
  • Manage accurate renewal opportunities and account information within Salesforce.com.

FloQast's mission is to support accounting and finance departments with workflow automation by accountants, for accountants. Founded in 2013 in Los Angeles, FloQast now has offices in New York, London and Australia and values its Total Rewards.

$65,000–$75,000/yr
US

  • Manage software renewals for assigned accounts, ensuring timely and successful contract renewals.
  • Identify opportunities to upsell and cross-sell additional software licenses, modules, or services to existing clients.
  • Develop account plans and strategies to achieve upselling and renewal objectives.

Panopto is the most customer-centric learning technology company in the world and the leader in visual and audio-based learning. They empower organizations to share knowledge effortlessly. Panopto has been adopted by more than 1,600 companies and universities worldwide with over 11 million end users.

North America

  • Own GRR as your primary metric and ensure every Commercial account renews, resolving any risk to renewal well in advance.
  • Proactively identify expansion opportunities like platform consolidation and services upsell, creating a clear business case.
  • Build strong relationships across accounts, understand stakeholder roles, and connect Upbound's technical progress to business outcomes.

Upbound is redefining how modern infrastructure is built for the Agentic AI Era. They partner with leading cloud providers, ISVs, and open-source communities to help organizations move faster with greater confidence and supports Fortune 500 companies and platform engineers across 100+ countries.

$100,000–$100,000/yr
US

  • Take ownership of the integration process of our API-driven platform with our clients' ecosystem
  • Troubleshoot repeat technical issues and drive issue escalation and problem elimination
  • Own and manage a book of assigned customers, with a focus on the customers' API usage, ensuring retention and growth, and overall customer satisfaction

Talon.One is the most powerful incentives engine that unifies loyalty, promotions and gamification into one holistic platform. Backed by enterprise-grade security and scalability, Talon.One empowers companies to build personalized, profitable promotions and loyalty programs using any data.

US 3w PTO

  • Lead and expand strategic business relationships, driving retention, client satisfaction and growth activities within an assigned portfolio of Global Enterprise accounts.
  • Develop executive-level relationships with clients by researching and understanding complex business needs, responding to client requests, and serving as the primary liaison between the client and internal departments.
  • Create and maintain strategic account plans for top Global Enterprise clients.

Experian is a global data and technology company, powering opportunities for people and businesses around the world. As a FTSE 100 Index company listed on the London Stock Exchange (EXPN), they have a team of 22,500 people across 32 countries.