Account Manager, SMB Client Sales
Core
Drive revenue for SMB clients by upselling and cross-selling cloud-based travel, expense, AP, and payments solutions.
Role type
SMB Account Manager (SaaS/Fintech)
Builds
Cloud-based travel, expense, AP, and payments solutions for small-to-mid-sized businesses
Domain
Fintech / Expense Management
Required skills
SaaS sales, prospecting, pipeline management, presentation skills, negotiation, Salesforce proficiency, AP/Finance domain knowledge
Preferred skills
Fintech sales experience, travel & expense management knowledge, AP automation knowledge, closing 5-figure ARR deals
Technologies
Salesforce, Zoom, email, AI tools
Responsibilities
Upsell and cross-sell additional products to existing clients, execute prospecting cadences, maintain client meetings and build pipeline, articulate solution value, lead sales opportunities using GAP Selling methodology, manage sales pipeline and forecast, document sales status in Salesforce.
Seniority
Mid-level, individual contributor
