Strategic Sales Consultant, Existing Accounts; SMB SaaS
Listed on 2026-02-16
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Sales
Business Development, Sales Representative, Sales Development Rep/SDR, B2B Sales -
Business
Business Development
It's a new day with a new opportunity at 8am!
About the role8am is looking for Account Managers to join our SMB sales team. As an Account Manager, you will play a crucial role in driving revenue growth by leveraging our existing customer base. You'll collaborate closely with Customer Success, Marketing, and Product teams to understand customer needs and strategically position complementary solutions. You'll own the strategy for expanding business with our current clients, driving value and revenue, without handling support escalations.
About usAt 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world‑class outcomes for their clients and exceptional financial results for their business. They count on our purpose‑built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.
Founded in 2005, 8am™ (formerly Affini Pay) is the professional business platform built to help legal, accounting, and other client‑focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000's fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!
Whatyou'll do
- Proactively engage with existing customers to identify needs and opportunities for additional products.
- Build and maintain strong relationships with key decision‑makers and influencers within our customer accounts.
- Use a consultative approach to present tailored solutions that align with the customer's goals and objectives.
- Partner with internal teams, including Customer Success, Marketing and Product, to deliver seamless customer experiences.
- Manage and maintain a robust pipeline of customer sales opportunities, ensuring accurate forecasting and timely follow‑ups.
- Consistently achieve or exceed sales targets for Account Manager initiatives.
- Gather insights from customer interactions to inform product development and marketing strategies.
- Create high impact presentations designed to highlight additional value to clients
- Formulate and present formal proposals
- Forecast and report sales activity and metrics
- Track sales activity in and report information to management
- Follow 8am sales methodologies and sales processes and documents in Salesforce
- Understand our products and how the use of the technology benefits customers
- Effectively build trust and find value in sales conversations, being the trusted advisor
- Develop comprehensive understanding of clients' key business drivers
- Apply coaching from management to master the role and continue to improve
- Self‑motivated to develop product skillset, sales skillset, and industry knowledge, to prepare for future career growth
- Operate with a growth mindset - open to change and constant development
- 1+ years of consultative, B2B sales experience, SaaS preferred
- Excellent communication and interpersonal skills, with the ability to influence stakeholders at all levels.
- Passion for quota‑bearing sales and a self‑driven sense of motivation
- The ability to act as a consultant and get prospects to think differently about their business
- Attention to detail & ability to thrive in a growing environment
- Ability to build strong relationships while connecting with prospects, especially via a webcam and customized deck.
- Consistently maintains a positive outlook on their business.
- Ability to take constructive feedback and apply it
- Proficiency with CRM systems and sales tools
- Strong problem‑solving skills and the ability to think strategically
- Ideally located in one of our hub locations:
Austin, TX (HQ), San Diego, Vancouver, Denver or Toronto!
If you live near one of our offices in either San Diego or Austin - we work in a hybrid capacity!
Estimated on‑target earnings (OTE): $113,000. This role includes uncapped commission, giving you the opportunity to exceed your earnings…
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