Account Executive – Retention, Upsell
North
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,000 - $65,000 per year
Job Level
About the role
- Meet or exceed monthly targets for retention rate, churn reduction, and upsell revenue.
- Maintain accurate CRM records including customer interactions, account status, and opportunity pipeline.
- Track competitive trends and communicate common reasons for churn to leadership.
- Proactively contact at-risk merchants to understand concerns and deliver tailored solutions that resolve pain points.
- Conduct regular account health checks to identify declining usage, support needs, or early churn indicators.
- Respond to customer inquiries related to billing, statements, chargebacks, pricing, and product functionality.
- Analyze merchant processing patterns to identify opportunities for increased volume, new product adoption, or feature upgrades.
- Educate merchants on advanced capabilities and upsell additional services to drive incremental revenue.
- Execute targeted outbound campaigns for cross-selling initiatives.
Requirements
- 1-3+ years of experience in payment processing, fintech, SaaS account management, customer success, or inside sales.
- High school diploma or equivalent
Benefits
- Medical, Dental, & Vision Coverage
- Flexible Paid Time Off
- 401(k) + Match
- Education Assistance
- Paid Maternity & Paternity Leave
- Mental Health Support & Well-Being Program
- Company-funded Lifestyle Spending Account
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
CRMpayment processingfintechSaaS account managementcustomer successinside salesdata analysisupsellingcross-sellingaccount management
Soft Skills
communicationproblem-solvingproactivecustomer servicerelationship managementanalytical thinkingadaptabilityattention to detailteam collaborationleadership
Certifications
high school diploma