Account Executive

November 27, 2024

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Solutions by Text

WebsiteLinkedInAll Job Openings

Two-Way Texting • API Integration • Pay By Text • Compliance • Texting Resources

51 - 200 employees

Founded 2008

💸 Finance

💳 Fintech

📋 Compliance

💰 Private Equity Round on 2021-11

Description

• Client Relationship Management: Serve as the primary point of contact for a portfolio of existing clients, focusing on strengthening relationships and increasing customer satisfaction. • Consultative Selling: Work closely with clients to understand their strategic goals and business vision, exploring how SBT’s solutions can drive meaningful outcomes within their organizations. • Identify Growth Opportunities: Develop a deep understanding of each client's business to identify potential expansion opportunities and additional use cases for SBT’s solutions, including upselling and cross-selling where appropriate. • Collaborate Across Teams: Partner with internal teams (Customer Success, Product, Engineering) to ensure a seamless client experience and resolve any product-related inquiries or issues. • Industry Knowledge & Expertise: Stay informed about industry trends and competitors, particularly in communication platforms (call center solutions, email systems, etc.), to position SBT’s texting solution effectively. • Pipeline Management: Manage forecasting and account activity in Salesforce to ensure accurate and up-to-date account information, enabling data-driven decision-making and revenue forecasting. • Customer Advocacy: Act as an advocate for the customer’s needs within SBT, providing insights to drive product enhancements and service improvements.

Requirements

• 6+ years of account management or sales experience in SaaS, ideally with exposure to financial services, consumer finance, auto finance, or banking. • Experience working with communication platforms (e.g., call center, SMS, email solutions) is highly valued. • Demonstrated success in managing and expanding customer accounts, particularly within a software or technology environment. • Excellent communication skills with the ability to establish trust and build lasting client relationships. • Knowledge of the Challenger Sales approach, or comparable sales methodologies, is a plus, enhancing consultative selling capabilities and the ability to tailor solutions to client needs. • Consultative selling skills and the ability to guide clients in recognizing the potential value of SBT’s solutions. • Strong organizational and time-management abilities, with experience using Salesforce or similar CRM systems. • A collaborative mindset with the ability to work cross-functionally.