Account Manager – Existing

AvidXchange, Inc.

Account Manager managing key accounts to drive upselling for AvidXchange's financial technology. Collaborating with clients on their business needs and product solutions.

Posted 6/8/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Hard Skills

account managementfinancial technology productsupselling strategiescontract negotiationperformance metricsanalytical capabilitiescustomer data interpretationaccounting systemsCredit/Treasurywealth management

Soft Skills

communication skillspresentation skillsnegotiation skillsproblem-solving skillsstrategic thinkingcustomer-centric mindsetself-drivenresults-orientedindependent workconsultative guidance

Certifications & Qualifications

University Degree

Industry Keywords

AP sectorfintech sectormarket awarenesscustomer feedbackKPI monitoringcompetitive knowledgeindustry best practicesbusiness objectivesgrowth opportunitiescustomer satisfaction

About the role

Key responsibilities & impact

Account Management: Cultivate strong, long-lasting relationships with existing customers by becoming their dedicated point of contact.
Understand their unique business needs and financial objectives.
Upselling Strategy: Analyze customer usage patterns and needs to identify opportunities for upselling our financial technology solutions.
Develop and execute tailored upselling strategies.
Product Expertise: Maintain an in-depth knowledge of our product offerings, features, and updates.
Articulate the value and benefits of our solutions to customers, aligning them with specific pain points and growth opportunities.
Strategic Planning: Collaborate closely with customers to develop strategic plans that align our solutions with their business objectives.
Provide consultative guidance based on industry best practices.
Performance Metrics: Set and achieve upselling targets and revenue goals within your account portfolio.
Monitor key performance indicators (KPIs) and take proactive measures to ensure consistent growth.
Customer Feedback: Act as a conduit for customer feedback within the organization.
Gather insights and suggestions from customers to inform product development and enhancements.
Contract Negotiation: Skillfully negotiate contract terms, pricing, and agreements with existing customers, ensuring profitability while maintaining customer satisfaction.
Market Awareness: Stay informed about industry trends, competitive developments, and market conditions.
Leverage this knowledge to refine upselling strategies and maintain a competitive edge.

Requirements

What you’ll need

Proven experience in account management, preferably within the AP or fintech sector.
Solid understanding of financial technology products and services.
Exceptional communication and presentation skills.
Strong analytical capabilities to interpret customer data and insights.
Effective negotiation and contract management skills.
Self-driven, results-oriented, and capable of working independently.
Strategic thinker with problem-solving skills.
Customer-centric mindset and a commitment to delivering outstanding service.
Typically requires a University Degree or equivalent experience and minimum 3 years of prior relevant experience.
Knowledge of accounting (AR/AP), accounting systems, Credit/Treasury, wealth management
Competitive Knowledge of the AP Landscape

Benefits

Comp & perks

18 days PTO*
11 Holidays (8 company recognized & 3 floating holidays)
16 hours per year of paid Volunteer Time Off (VTO)
Competitive Healthcare
401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
Parental Leave: 8 weeks 100% paid by AvidXchange**
Discounts on Pet, Home, and Auto insurance
WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more
Onsite gym fitness center, yoga studio, and basketball court
Tuition Reimbursement up to the federal maximum of $5,250***
Hybrid Workplace Flexibility
Free parking