Account Manager, Customer Success, Digital Storefront (Remote)

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone.  We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.

Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition

Job Purpose:

As a key brand ambassador for Digital Storefront, the Account Manager is responsible for overall account retention by developing long-term relationships with a portfolio of clients and connecting with key business executives and stakeholders to ensure customer success.  This role directly impacts critical Digital Storefront goals by attaining revenue targets through strategic account planning and flawless customer management. Additionally, the individual in this role will bring fintech knowledge, sales experience, customer obsession, a passion for innovation and best-practice sharing, and a proven track record for delivering exceptional results.

Job Responsibilities:

• Partner with customer success leadership to own, define, and build the strategy processes and procedures for the Account Management program with a focus on continuous improvement.

• Cultivate long-term client partnerships by developing a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors.

• Collaboratively work with customers during the contract renewal process to ensure a successful outcome.

• Work proactively to identify opportunities for customers to expand their use of Digital Storefront products via upsell or cross sell.

• Passionately work to meet and exceed revenue targets related to customer retention, product use expansion, and share of wallet.

• Track, forecast and report on key account metrics and progress of monthly/quarterly initiatives to internal and external stakeholders.

• Enhance department and organizations reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.

• Be a product and domain expert. Work closely with the product team to stay informed on new developments and by providing customer feedback as opportunities to enhance the product offering.

The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.

Job Requirements:

• Bachelor’s Degree in appropriate field of study or relevant work experience.

• Minimum 8 years of successful sales and retention experience, preferably in the financial services industry.

• Minimum 5 years relevant work experience with a professional IT services company or SaaS software provider.

• Extensive experience building an account management program from the ground up that demonstrates measured KPI impact.

• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the organization, including executive and C-level.

• Successful track record of meeting and exceeding aggressive revenue targets.

• Experience in delivering creative, client-focused solutions based on customer needs while working within the confines of a SaaS offering.

• Proven ability to efficiently prioritize and manage multiple projects at a time while paying strict attention to detail.

• Proficient understanding of Enterprise API integrations and Web/Mobile app development & architecture.

• Preferred experience working at a startup with the ability to learn and adapt quickly in a high-growth, dynamic environment.

#LI-LT

#LI-Remote

If you’re ready to help make a difference, apply today. Please provide your Work Experience and Education or attach a copy of your resume.  Applications received without this information may be removed from consideration.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStageTM, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan.  Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees.  We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.