FinFit

PEO and Enterprise Account Manager

FinFit

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • PEO and Enterprise Account Manager is responsible for managing and growing relationships with enterprise and PEO accounts.\n
  • This role focuses on driving account penetration, increasing communication adoption, and identifying new sales opportunities within key partnerships.\n
  • The ideal candidate excels in strategic account management, client communication, and sales pipeline development, ensuring the delivery of measurable results and client satisfaction.\n
  • Qualifications we value\n
  • 5+ years of experience in account management, enterprise sales, or client relationship management.\n
  • Proven ability to manage complex accounts and drive measurable outcomes.\n
  • Strong communication and interpersonal skills, with the ability to influence and build relationships.\n
  • Experience with CRM systems and sales pipeline management.\n
  • Analytical mindset with the ability to translate data into actionable insights.\n
  • Key responsibilities: Enterprise Account Management\n
  • Manage assigned enterprise accounts, focusing on driving deeper penetration and greater adoption of communication strategies.\n
  • Develop and implement tailored strategies to meet client needs and maximize account potential.\n
  • Foster strong relationships with key stakeholders to ensure long-term client success.\n
  • Client Communication and Reporting\n
  • Develop and maintain a schedule for monthly and quarterly client calls to review outcomes, performance metrics, and feedback.\n
  • Promote awareness and adoption of new products and services during client interactions.\n
  • Prepare and deliver comprehensive reports that highlight value and support decision-making.\n
  • PEO Account Management and Sales\n
  • Manage PEO partner accounts and identify opportunities for new sales within payroll channel partnerships.\n
  • Develop and execute strategies to grow revenue and strengthen relationships with PEO partners.\n
  • Ensure alignment between client goals and organizational offerings to maximize success.\n
  • PrismHR Strategic Account Management\n
  • Serve as the primary strategic account manager for the PrismHR partnership.\n
  • Oversee day-to-day account activities, ensuring seamless communication and alignment with client objectives.\n
  • Drive initiatives to enhance the partnership and deliver measurable results.\n
  • Enterprise Sales Pipeline Development\n
  • Develop, maintain, and manage an enterprise sales pipeline, identifying high-value opportunities.\n
  • Work collaboratively with internal teams to close deals and achieve revenue targets.\n
  • Regularly update and report on pipeline performance, identifying areas for improvement and growth.

Requirements

  • 5+ years of experience in account management, enterprise sales, or client relationship management.\n
  • Proven ability to manage complex accounts and drive measurable outcomes.\n
  • Strong communication and interpersonal skills, with the ability to influence and build relationships.\n
  • Experience with CRM systems and sales pipeline management.\n
  • Analytical mindset with the ability to translate data into actionable insights.