Account Manager

Solen Software Group

Account Manager owning a book of 100+ community bank and credit union accounts at FMSI. Driving renewals, negotiating price increases, identifying upsell opportunities, and maintaining key relationships.

Posted 6/24/2026full-timeRemote • Utah • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage.
Lead pricing conversations confidently, including presenting and defending annual price increases to customers.
Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success.
Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules to single-module customers).
Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals.
Partner with the product and CS teams to surface customer needs that can be converted into expansion revenue.
Maintain deep relationships with key stakeholders (branch operations, technology, and executive sponsors) across your book.
Conduct regular business reviews to demonstrate ROI, align on strategic priorities, and generate an expansion pipeline.
Keep Zoho CRM updated with accurate account data, deal stages, and forecasted revenue.

Requirements

What you’ll need

3–6 years of experience in SaaS account management, with a demonstrated track record of quota attainment in an expansion/upsell capacity.
Proven ability to negotiate price increases and multi-year contracts — you are comfortable owning the commercial conversation.
Experience managing a large book of accounts; organized, process-driven, and skilled at prioritization.
Strong executive communication skills — equally comfortable presenting to a branch manager, a COO, and everyone in between.
CRM discipline and data hygiene habits (experience with Zoho CRM, HubSpot, or equivalent).
Self-starter with a high tolerance for ambiguity; this is an early-stage function and you will help build it.
Background in fintech, banking technology, or community financial institution (bank/credit union) markets (preferred).
Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts (preferred).
Experience selling or expanding SaaS solutions to community banks, credit unions, or regional banks (preferred).

Benefits

Comp & perks

Competitive base salary plus variable commission tied directly to expansion and upsell performance.
Commission is uncapped — your earnings scale with the results you drive.
Willingness to travel for customer meetings, QBRs, and company offsites is expected (estimated 10–20%).

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

SaaS account managementquota attainmentnegotiationcontract managementaccount expansionupsellingbusiness reviewsdata hygiene

Soft Skills

executive communicationorganizationprocess-drivenprioritizationself-startertolerance for ambiguity