Account Manager [REMOTE]
Department: Operations & Account Management
Employment Type: Full Time
Location: United States (Remote)
Description
Plate IQ helps fast growing businesses automate accounts payables on their terms. We simplify everything from invoice management to payments for both recurring and one-off expenses with a cloud-first approach that enables remote work. Plate IQ’s AP Automation and VendorPay Network helps businesses pay and get paid faster.
At Plate IQ, passion generates excitement for what we do and how we do it. With passion at the heart of everything we do, we nurture ideas, inspire excellence, and find creative ways to eliminate obstacles for cultivating growth. The positive attitude with which we assist one another develops open, honest, and genuine connections. Above all, we celebrate and embrace our differences. We invest in each other because we win or lose as a team.
Our values are at the center of our company and culture. At Plate IQ, we value: Growth, Customer Focus, Innovation, Accountability, and Communication.
The Role
The Account Management team at Plate IQ serves as the main point of contact in all matters relating to client concerns and needs, after the client has been successfully onboarded. The team is responsible for ensuring customers are successful, satisfied with the product, and profitable.
The Account Manager’s objectives are to: (a) build and strengthen client relationships to achieve long-term partnerships; (b) maintain accurate client records, keeping track of any contract updates and renewal;, and (c) develop a thorough understanding of our products and service offerings to better upsell and cross-sell to clients. You will be measured by client satisfaction, churn rate, client utilization of Plate IQ products , and ability to upsell clients on additional Plate IQ products.
Key Responsibilities
- Meet regularly with your clients in quarterly business reviews (QBRs) to get their feedback on what is working vs. needs improvement, obtain product feedback, and identify opportunities for upsell
- Develop client relationships and identify opportunities to deliver more value to specific accounts
- Develop trusted relationships with key accounts, customer stakeholders and executive sponsors
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives
- Develop new business with existing clients and/or identify areas of improvement to meet upsell quotas
- Negotiate contracts and close agreements to maximize profits
- Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
- Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
- Assist with challenging client requests or issue escalations as needed
- Serve as a feedback loop from clients about potential product enhancements
Ingredients
- Proven track record of Account Management/Customer Success meeting or exceeding quotas and receiving positive customer feedback
- Proficiency with common customer relationship management software (e.g. Salesforce)
- Excellent problem-solving skills and ability to juggle competing priorities in a fast-paced environment
- Experience with SaaS offerings and supporting client relationships
- Great attention to detail and organizational skills
- Excellent verbal and written communication skills
A Recipe For Total Rewards
We care deeply about making Plate IQ an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.
The specific benefits/perks we offer are continually evolving, but currently include:
- Compensation: $65 – 85K + $15K OTE
- Work from home in an energetic remote-first environment that supports flexible working hours and understands work-life balance.
- Competitive salary based on skills & experience.
- Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
- Employer sponsored 401(k) with company match.
- Paid Time Off (and the encouragement to use it).
- Annual company retreats.
- Promote from within philosophy.
Beyond the tangible benefits though:
- You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
- You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you’re constantly challenged and developing.
- You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.
- Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
- We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
- Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
- We truly love what we do and who we do it with – and we think you will too!
Plate IQ is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.
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