Customer Account Manager
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-07-16
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Sales
Account Manager, B2B Sales
About the role
This is your opportunity to step into a growth‑focused role at the intersection of fintech, payments, and customer success. As a Customer Account Manager, you’ll partner with senior finance, accounting, and IT leaders, guiding them through their ongoing digital transformation journey while expanding their use of Versapay’s payments and AR automation solutions.
Rather than the traditional hunt, you’ll own and grow a portfolio of existing customers, building long‑term relationships, identifying new value opportunities, and collaborating closely with Customer Success Managers to unlock expansion.
What you’ll do- Own and grow a portfolio of existing customers
, identifying opportunities to expand adoption of Versapay’s payments, AR automation, collaboration, and cash application solutions. - Partner closely with Customer Success Managers to develop coordinated account strategies and execute strategic account plans that drive customer outcomes and revenue growth.
- Engage finance, accounting, and IT executives to understand their priorities, challenges, and transformation goals—positioning Versapay as a critical partner in increasing efficiency and accelerating cash flow.
- Lead the commercial motion within your accounts, including opportunity identification, qualification, value articulation, proposal development, and commercial negotiation.
- Serve as the primary point of contact for all sales‑related activities
, ensuring customers have a seamless experience throughout the expansion cycle. - Track and forecast pipeline activities
, providing reliable updates to management and ensuring full visibility across customer stakeholders. - Collaborate cross‑functionally with Product, Marketing, Solutions Consulting, and Implementation to bring the right expertise to each opportunity.
- Act as a trusted advisor
, teaching best practices, uncovering inefficiencies, and recommending tailored solutions that reduce manual work, strengthen controls, and increase the speed and volume of payments.
- 3‑5 years of B2B SaaS sales experience – bonus points for previous experience in a tech startup selling into finance and exposure to accounting.
- Experience managing and growing existing accounts, with a strong focus on relationship building and client retention.
- Excellent communication, negotiation, and presentation skills, with the ability to articulate value propositions effectively.
- Able to close mid‑market deals without executive sponsorship.
- A competitive attitude with an aptitude for developing your own business opportunities and seeing them through to final sale.
- Strong track record of success crushing sales quotas and comfortable closing deals with an average selling price of $50K+.
- Great energy that people gravitate toward and the ability to sell the vision of digital transformation in the invoice‑to‑cash process to create a customer‑centric experience for our clients’ end‑customers.
- A Challenger – able to lead with commercial insight, teaching your customers, tailoring your conversations, and taking control of the sales process.
- A natural learner – curious, confident, and enthusiastic. You love to ask questions and deeply understand your customer’s problems.
- Well organized and can handle managing a lot of moving pieces at once, coordinating internal teams to bring the best that Versapay can offer to your clients.
- Process‑oriented and an expert at maintaining excellent pipeline hygiene and accurate forecasting.
- A bias toward action, love to dive in, and get stuff done, over‑delivering on expectations and creating plans to close gaps in the forecast as they arise.
- Proficiency in CRM software (e.g., Salesforce) and Microsoft Office suite and experience using Sales Engagement Platforms (Salesloft, Outreach, HVS, etc.).
$80,000 - $90,000 a year. Above is base salary. OTE can range from 135k-150k.
Remote position.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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