Melio

Account Executive

• Hunt and close complex business: Drive strategic outbound prospecting to identify, engage, and win ultra high-value customers with longer consideration phases.
• Navigate multi-stakeholder deals: Seamlessly manage the full sales cycle, engaging with buying groups at all levels—from operators up to the C-suite.
• Deliver advanced, tailored product demos that connect Melio's value directly to high-level business metrics like cash flow, operational efficiency, and ROI.
• Manage pipeline with precision: Maintain rigorous Salesforce hygiene and provide accurate forecasting to leadership.
• Host executive Google Meet meetings and occasionally travel for trade shows, conferences, or strategic client visits.
• Consistently exceed monthly and quarterly targets, while acting as a senior voice to help shape the go-to-market playbook as we scale the UHV team.

Senior Account Executive – UHV Payors

• Identify & Recruit: Prospect and Cold Call: You will aggressively hunt for high-leverage affiliates—think Credit Card Points Consultants, Insurance Brokers who don't accept cards, or Industry-Specific Consultants.
• Pitch the "Business in a Box": You aren't just selling software; you are selling a revenue stream. You will convince these partners that referring their high-spend clients to Melio is a lucrative way to monetize their existing relationships through our Gross Profit revenue share model.
• Creative Sourcing: You will experiment with different verticals to find the "hidden gems"—partners who have trusted access to UHV companies but haven't monetized that influence yet.
• Onboard & Enable: White-Glove Onboarding: Once a partner says "yes," you ensure they (and their clients) are set up for success. You will help them identify the low-hanging fruit in their book of business to get their first wins on the board quickly. Technical & Sales Enablement: Teach partners how to spot a Melio opportunity and how to pitch it to their clients.
• Community Management & Nurture: Drive Portfolio Adoption: You will manage your book of affiliates like a community manager. Your goal is to keep them active, sending leads, and viewing Melio as a significant revenue driver for their business. Build deep, personal relationships with your partners so that Melio remains their exclusive referral of choice.
• Feedback Loop: Since this is a new motion, you will constantly feed insights back to growth and marketing teams.

Senior Account Executive, Strategic Partnerships – Affiliates

Customer Success Manager

• Own all strategic actions associated with customer engagement and retention efforts.
• Build dynamic relationships with your customers through meaningful interactions and comprehensive engagements, developing a deep understanding of their business needs to drive retention.
• Lead customers through early adoption and proactively shepherded them through lifecycle stages, educating on best practices, removing friction, and accelerating time-to-value.
• Continuously evaluate customer health signals and feedback to surface churn risks and growth pathways across the customer lifecycle.
• Execute proven sales methodologies to guide strategic customer conversations, deepen discovery, and influence outcomes for the customer and the business.
• Share ownership of “one-to-many” motions (e.g. webinars), when required, to support customer education at scale.
• Work collaboratively alongside relevant Melio departments to ensure the voice of the customer is constantly elevated in a digestible, actionable format, and that the customer is receiving the utmost support and satisfaction.
• Proactively evaluate best practices when it comes to processes and procedures within the Customer Success role; suggest changes or enhancements to existing procedures to ensure the team’s motions are aligned with the goals of customers and the business.
• Leverage internal tools, such as Salesforce, Tableau, Outreach, and Gong to ensure effective communication and impact assessment.