Account Manager - Expansion Representative
Skills
About the Role
You will lead strategic account initiatives for high-value enterprise clients. You will execute whitespace analysis to identify expansion opportunities, develop multi-year account plans, and drive cross-sell and up-sell motion. You will cultivate and manage executive relationships with CFOs and Treasurers, lead negotiations, coordinate legal and product stakeholders, and close complex, high-value deals.
Requirements
- Proven track record managing and closing high-six and seven-figure enterprise deals
- Expertise in consultative and value-based selling
- Ability to build and influence relationships at CFO and Treasurer levels
- Mastery of whitespace analysis and account mapping to drive expansion revenue
- Strong knowledge of treasury and finance software landscapes and competitive positioning
- Extensive senior account or strategic sales experience with consistent quota attainment
- Experience managing long-cycle complex deals involving technical discovery and legal/regulatory reviews
- Deep understanding of cash management, multi-currency liquidity management, and financial risk mitigation
- Excellent communication and presentation skills
- Bachelor's degree in Business, Finance, or a related field; advanced sales training or certifications preferred
Responsibilities
- Serve as the primary strategic lead for a portfolio of enterprise accounts
- Execute whitespace analysis to identify cross-sell and up-sell opportunities
- Convert identified whitespace into high-contract-value business and expand across subsidiaries
- Develop and maintain multi-year account plans mapping stakeholders, budgets, and technical roadmaps
- Maintain high share of voice with CFOs, Global Treasurers, and Heads of Risk
- Lead deal negotiations and coordinate cross-functional teams to close enterprise deals
Benefits
- Bonuses
- Equity
- Health care coverage (physical and mental)
- Retirement benefits
- Family forming and family support benefits
- Employee giving match
- Mobile phone stipend
- Professional development budget
- R&R days
- Wellness reimbursement and onsite and virtual wellness programming
- Generous vacation policy
- Industry-leading parental leave policies and family planning benefits
- Catered lunches and fully-stocked kitchens