Own existing client relationships by working cross-functionally with new business sales, product, solution, and integration teams to drive adoption, retention, and growth within your assigned book of business
Engage in thoughtful dialogue with key stakeholders and decision makers, providing insightful answers to questions and recommendations for creative solutions tied to ePayPolicy’s products
Build account plans and directly engage clients at multiple levels within the organization by developing and maintaining relationships through consistent engagement
Identify opportunities within your assigned book of business to cross-sell/upsell and execute strategies to win the opportunities
Work with internal partners in other functions to execute workstreams tied to account plans
Share client feedback with internal partners to improve the client experience and support product development
Utilize the company’s CRM and reporting tools to work efficiently and track progress
Requirements
At least five years of experience in a quota-carrying Sales or Account Management role, consistently hitting individual/team targets and driving revenue
Experience working at a fast-paced SaaS company
Familiarity with the insurance or payments industry is a plus
Comfortable leading client discussions at various levels of an organization, including senior leadership
Ability to develop and execute account plans based on client learnings
Familiar with strategies for driving utilization on products and services to grow revenue at assigned accounts
Flexible, resourceful, and thrive while working autonomously
Love being customer-facing, talking with customers, and seek to understand how we can improve and over-deliver on expectations
Thrive working in a team environment and always do what is in the best interest of the team
Enjoy juggling multiple projects at once and use consistent organizational techniques
Have a growth mindset and love getting feedback to continue to grow & develop in different areas
Comfortable with up to 10% travel, typically one conference or event per month