Account Manager for the leader in online insurance payments

ePayPolicy is the nation’s leading provider of payment processing exclusively for the insurance industry. Our company was founded in 2014 by industry veterans with one goal in mind: Use tech to improve how insurance professionals accept payments. ePayPolicy has the support and backing of Serent Capital, one of the top private equity firms in the US that invests in high-growth software and services firms and manages over $2B in committed capital. The team here is a vibrant, creative group that doesn’t shy away from challenges, continues to hit ambitious goals, and loves doing what we do.

Job description

Account Managers own the client relationship and are the primary post-sale point of contact for our clients. Account Managers leverage data to create a cadence for proactive reach out and touch points throughout the customer life cycle. You’ll be meeting with your customers regularly to ensure that they are getting the most of our system and help them accelerate their transition to electronic payments. Each customer's situation is different. We are looking for problem solvers who can listen to customers, understand their unique situation, and craft creative solutions. This person will also be responsible for growing our company’s bottom line by recognizing areas of opportunity within an account.

As an Account Manager, you will be responsible for driving revenue, focusing on developing new accounts and expanding existing accounts.

**Must have sales experience to be considered for this role**

Responsibilities and Duties

• In-office 3+ days per week and 4-5 days during training (some remote)
• Own, drive, and manage the end-to-end customer relationship – ensuring customer satisfaction, renewal, and expansion
• Manage a customer pipeline of ~200 accounts of varying size
• Build and maintain relationships with key customers through consistent engagement. This engagement will primarily be focused on setting up Account Reviews, helping customers increase their electronic payments adoption, grow revenue, and showcase new product offerings through identified upsell/cross-sell opportunities
• Delight every ePayPolicy customer with each interaction and play a key role in developing the market reputation of ePayPolicy as we scale and evolve our products to meet customer’s needs
• Provide insightful answers to customers questions, and recommend creative ways to get the most out of ePayPolicy’s services
• Utilize the company’s CRM (Salesforce) and other project management tools to work efficiently and track progress
• Leverage all available data on customer payment processing to prioritize customers touch points and create growth plans for agencies

You may be a good fit if:

• If you have had 2+ years in a quota carrying Sales or Account Management role, consistently hitting individual/team targets, and driving revenue
• You have experience working at a fast-paced SaaS company
• You’re a self-starter who is highly analytical, detail oriented, and have the ability to articulate clear recommendations
• You're flexible, resourceful, and thrive while working autonomously
• You're able to think on your feet and solve problems
• You can prioritize tasks and incoming requests accordingly
• You love being customer-facing, talking with customers, and seek to understand how we can improve and over-deliver on expectations
• You're often the first to volunteer, take initiative to bring new ideas to the table, and have a “customer first” mindset
• You're able to pick up new concepts quickly and teach others
• You thrive working in a team environment and always do what is in the best interest of the team
• You enjoy juggling multiple projects at once and use consistent organizational techniques to ensure not a moment is wasted
• Familiarity with the insurance or payments industry is a plus
• You have a growth mindset and love getting feedback to continue to grow & develop in different areas

Why ePayPolicy

• Competitive salary
• Comprehensive benefits package with employer-paid basic life and disability premiums; generous parental leave policy
• 401K
• Unlimited PTO
• Company-sponsored quarterly “ePayItForward” initiatives
• Supportive and inclusive company culture with a focus on work/life balance
• Fully-stocked kitchen; safety protocols in place for those that choose to work onsite
• Free lunch stipend for those working onsite
• Open communication (We won’t box you in! If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let’s talk about it. We value everyone’s ideas and opinions.)
• Huge opportunity for growth

ePayPolicy Hiring Practice

We value diversity at ePayPolicy. The company will hire, recruit, and promote without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every member of our team.