Manage and grow relationships within an assigned portfolio of corporate accounts, driving expansion and increased product adoption across departments and locations.
Lead strategic conversations with senior stakeholders in Finance, IT, and Procurement to align Billtrust solutions with initiatives like process automation, cost savings, and improved cash flow.
Deliver impactful product presentations and demos that reflect the customer’s industry, pain points, and growth plans.
Partner closely with Customer Success, Implementation, Product, and Marketing to ensure value realization and exceptional service.
Develop and execute account plans that align Billtrust capabilities to customer goals and evolving business needs.
Understand the customer’s operational environment, including their ERP systems, workflows, and reporting requirements.
Share customer insights with internal teams to help inform product strategy and service delivery enhancements.
Support contract renewals and lead commercial discussions, including procurement coordination and negotiation of deal terms.

Requirements

6-8+ years of success managing corporate or mid-market B2B customer relationships, preferably in SaaS, FinTech, or a related industry.
Proven ability to exceed targets by identifying and closing upsell opportunities and driving product expansion.
Experience selling SaaS platforms into corporate environments with deal sizes typically in the $50K–$250K ARR range.
Familiarity with AR, payments, or financial software and workflows is preferred.
Strong communication and presentation skills, with the ability to influence senior functional leaders.
Experience developing account strategies and leading cross-functional coordination to drive long-term growth.
Familiarity with ERPs like NetSuite, Microsoft Dynamics, or other mid-market platforms is a plus.
Proficiency with sales methodologies (e.g., MEDDIC, Challenger, or similar) and CRM tools such as Salesforce.
Ability to thrive in a fast-paced, team-oriented, and performance-driven culture.
Willingness to travel up to 20% for customer meetings and presentations.

Benefits

Work from Anywhere: Your home, a coffee shop, a company paid WeWork
A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day.
Flexible Working Hours: We support your lifestyle- the results are what count.
Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge.
Sabbatical: A paid leave to reward longevity and commitment to Billtrust.
Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace.
Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs- we foster an environment where all employees can grow.
Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved.
Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance.
Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

SaaSaccount strategy developmentupsellingproduct expansionfinancial softwareARpaymentssales methodologiesCRM toolsERP systems

Soft Skills

communication skillspresentation skillsinfluencingcross-functional coordinationrelationship managementnegotiationstrategic thinkingcustomer insights sharingteam-orientedperformance-driven