Solutions by Text · 6 hours ago

Account Executive

United States

Full-time

Remote

Mid, Senior Level

6+ years exp

Maximize your interview chances

ConsultingFinTech

Insider Connection @Solutions by Text

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementSales ExperienceSaaSCommunication PlatformsCustomer Relationship ManagementConsultative SellingSalesforceChallenger SalesEnterprise Communication SolutionsSMS SolutionsPayments Technology

Required

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.