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Account & Relationship Management in San Francisco
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Account & Relationship Management
San Francisco
Salary
Job Type
Workplace type
Unit
Location:San Francisco
Category:Account & Relationship Management
Account Executive63391993812481120
Workable
Account Executive
PLUM is a fintech company that helps other financial institutions do more business by using our suite of software that utilizes the most powerful AI and data science techniques purpose built for lenders and others within the ecosystem.  As an Account Executive, you will be responsible for owning the sales process from first contact to contact to closing, building upon Plum’s impressive list of customers across financial services. ​​You can be based anywhere in the US as long as you have a strong internet connection. This is a fully remote position and while we have in person meetings a few times a year, we plan to keep this position remote. You'll be working with a strong team of commercial real estate experts and data scientists who stay in touch via slack chats, group and company meetings.  This team knows how to have fun, work hard together, and individually have an impact on the success of the business. Responsibilities: Own the entire sales cycle - from outreach and discovery to negotiation and closing. Research prospective customers and execute strategic outreach into ideal accounts Build pipeline through outbound prospecting, presenting online demos, and leveraging online platforms to identify and engage potential clients Use consultative selling techniques to offer a unique perspective on each customer’s business; understand pain points across industries, and sell solutions Collaborate cross-functionally with marketing, product, and account management Independently build presentation decks and conduct prospective customer research to present at the executive level with polish, poise, and confidence Diligently manage pipeline to ensure quota attainment on a consistent basis Negotiate, structure, price, and efficiently close deals Requirements Minimum of 2 years at the Account Executive level, with consultative technology sales experience with a verified track record of exceeding quota Experience selling to multiple customer segments, including enterprise and mid-market Extensive understanding of data and its many applications/use cases Ambitious, driven, and detail-oriented, with an ability to manage time effectively Strong written and verbal communication skills Must be able to remain focused in the face of many competing interests Extensive experience with outbound prospecting and building a robust pipeline Extensive experience with sales tools - Salesforce, LinkedIn, Docusign, etc. Preferred Qualifications: Experience selling B2B software in a high-growth startup environment Understanding of CRM technology & APIs Understanding of financial and lending ecosystem Benefits Comprehensive training Equity in a financial technology startup Generous health, dental and vision coverage for employees and family members, and 401K Eleven paid holidays and unlimited discretionary vacation days Opportunity to make a meaningful impact in building a company and culture. Autonomy, flexibility, and a flat corporate structure that gives you the opportunity for your direct input to be realized and put into action.  The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. We also offer a comprehensive benefits package. Plum is a national financial services brand, utilizing our corporate leadership in data science and AI to service a broad variety of CRE and other financial firms, enabling them to become more profitable as a result of our proprietary technology.  Plum is backed by leading investors including Softbank, Elliot Management, and others. Our CEO, Bill Fisher, has a seasoned history of building successful startup businesses, including GetSmart.com, Xing and Trivago. Our team includes senior leaders and talent from AIG, Goldman Sachs, KKR, PWC, Bank of America, Meridian Capital, JP Morgan, Freddie Mac, US Bank, Truist Bank, Guggenheim, Trimont, and Wells Fargo.
San Francisco, CA, USA
Negotiable Salary
Key Account Manager - West Coast63499906271745121
Workable
Key Account Manager - West Coast
About our Client: They are a leading software development and IT consulting company, providing end-to-end solutions to global clients across various industries. Headquartered in New York City, they specialize in delivering high-quality digital products by leveraging cutting-edge technologies such as AI, IoT, and cloud services. They are a top-tier software engineering company operating in over 20 offices and encompassing a team of 3,000 talented professionals across Europe, Central Asia, Georgia, and Latin America. They have separate offices for business development, serving markets where our clients are based, like the USA, the UK, and the EU (Vienna and Berlin). We collaborate closely with a diverse range of clients, from startups to industry leaders, delivering custom products that drive their business to new levels of success. Services they provide: Software Development, Quality assurance and Test Automation, AI and machine learning, DevOps, Big Data, Business Intelligence, Cybersecurity, UI/UX and design thinking. Industries they provide services for: EdTech, Healthtech, Fintech, Real Estate, Logistics, Transportation, Marketing and AdTech.  For over 20 years, they have been striving to be the first choice for the most sought-after talent, clients, and partners - for that reason, Deloitte, Global Outsourcing 100, 5000, and Financial Times have repeatedly recognized them among the world’s fastest-growing premier technology companies. Partnerships with such tech companies as Amazon, Google, Microsoft, Salesforce, MongoDB gives access to their engineers to the newest technologies and certifications. Position Overview: They are seeking an experienced Key Account Manager to manage and grow their existing portfolio of clients on the West coast of the USA market. This portfolio requires strong technical engagement, which is why we are looking for someone with a solid technical background for the San Francisco role. You will be responsible for overseeing a diverse portfolio of clients across a range of industries and maturity levels, driving client satisfaction, and fostering long-term relationships with key clients. As a Key Account Manager, you will play a critical role in ensuring the retention and growth of existing accounts whilst supporting the furtherance of our offering and position in the market. Key Responsibilities: Ensuring client needs are met and trust is established and grown Demonstrated experience in growing a portfolio through upselling and cross-selling including identifying opportunities Developing account-specific strategies and growth plans integrating data and market insights and identifying strategic expansions Proactive management of potential account risk and formulation and execution of mitigation strategies Creating and executing structured client engagement plans or Quarterly / Annual Reviews to further drive client satisfaction Collaborate with cross-functional teams, including sales, delivery, and marketing to align client goals with company capabilities Monitor and report on account performance, client satisfaction, and other KPIs, providing strategic insights to leadership Ensure client retention through regular engagement, identifying and mitigating risks before they impact the partnership Drive continuous improvement initiatives within the account management team to optimize processes and client outcomes Stay up to date with industry trends and market developments to anticipate client needs and adapt services accordingly Requirements Experience managing a portfolio of over $20m-$30m across 20-30 accounts 5+ years of experience in account management, client services, or customer success Proven experience in developing and maintaining strong relationships with senior stakeholders within key accounts, ensuring long-term partnerships and cross-threading accounts Experience in setting a high bar in service and experience for clients Strong relationship-building and communication skills, with a track record of managing key accounts Demonstrated success in growing client relationships and driving revenue through upselling and cross-selling Ability to work effectively in a fast-paced environment and manage multiple priorities Experience in the software development or IT consulting industry is highly desirable Strong negotiation and interpersonal skills Strong analytical skills with the ability to leverage data to drive decisions Full understanding and hands-on knowledge of Software Development Life Cycle (SDLC) and Agile methodologies is essential for success in this role Technical background or experience enabling effective engagement with software development teams and technical stakeholders
San Francisco, CA, USA
$20,000,000/year
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