Enterprise Account Manager

WHO WE ARE
Founded in 2018, Zogo has been on a remarkable journey in financial education. Over the years, we've had the privilege of partnering with 250 financial institutions and assembling a dedicated team of passionate and skilled team members. Our impact is something we're incredibly proud of, with a user-base that has grown to over 1.5M people who have diligently completed more than 10 million education modules. At Zogo, we want everyone to be empowered to reach their financial goals - and we need your help to make it happen.
ABOUT THIS ROLE
Zogo is currently seeking a focused, highly motivated, full-time Enterprise Account Manager to join our team in Austin, Texas. Zogo has reached over 250+ partnerships because of our fast-paced, team- oriented attitude. We don't set goals to meet them, we set goals to exceed them. This role will focus primarily as a liaison between our top Enterprise clients and the Zogo team and play a critical role in executing Zogo's revenue goals through renewals and upsells.
The Enterprise Account Manager role will be critical for onboarding and maintaining enterprise accounts, and ensuring that enterprise clientele are on track to renew. Individuals in this role will also be responsible for coordinating with Sales team members around new client information and pre-sale conversations. Enterprise Account Managers will oversee every step of the enterprise client journey, from onboarding to establishing KPI's, creating upsell opportunities, QBR's, and preliminary renewal discussions.
RESPONSIBILITIES:

• Determining and understanding the needs and problems of an enterprise clientele in order to effectively enable Zogo as a solution.
• Reporting to Lead Enterprise Account Manager
• Effectively onboard clientele using relevant tools and software.
• Consistently meeting and exceeding enterprise client expectations.
• Comfortable working in a fast-paced environment and effectively responding to change when needed.
• Coordinating with Client Success, Revenue, Marketing, and Product team members.
• Collaborating on data documentation, reporting, and metric tracking.
• Operational excellence to meet and exceed the needs of a developing team.
• Understanding areas of growth per account by leveraging established relationships and building new ones with clientele.
• Driving adoption and growth by fostering strong, collaborative relationships with customers, and acting as a trusted advisor for their specific needs.
• Proactively identify and mitigate risks for customers at different stages in the customer lifecycle.
• Translate customer feedback into actionable insights, contributing to the enhancement of Zogo's products and services.

YOUR EXPERIENCE:

• Bachelor's degree or equivalent experience.
• Experience (with examples) of building trusted, long-term relationships with enterprise customers
• The ideal candidate is 3-5 years years of experience or proven experience as an Account Manager, CSM, Sales, or similar role.
• Well-spoken and comfortable speaking / presenting.
• Demonstrated success with account management involving six-figure ARR deals.
• Ability to prioritize opportunities, overcome obstacles, and obtain results.
• Excellent written and verbal communication skills.
• Ability to multitask, organize, and manage competing priorities.
• Excited to join a fast-growing, fintech startup.
• Strong customer focus and service orientation.
• Experience working with virtual meeting platforms, such as Zoom, to conduct virtual meetings.
• Preferred experience with SaaS products and/or products within the fintech space.
• Preferred experience using Zoom, GSuite, Hubspot (or another CRM platform).

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OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
Zogo is committed to creating a diverse environment and is proud to be an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Zogo is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
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