Account Manager
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. 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 are responsible for growing our company’s bottom line by recognizing areas of opportunity within an account. You will identify current clients needs on our platform while using a solution sales approach. Ultimately, this will help our clients get more automated by taking more electronic payments.
Account Managers own the client relationship, and are the primary post-sale point of contact for our clients. You’ll leverage data to create a cadence for proactive reach-out and touch points throughout the customer life cycle. From there, the Account Manager will track progress and account growth using our CRM and analytics dashboards.
As an Account Manager, you will be responsible for driving revenue, focusing on developing new accounts, and expanding existing accounts.
Responsibilities and Duties
Identify revenue opportunities by proactively contacting customers and continually focusing on increasing product usage
Conduct initial Account Management set-up calls and maintain long term relationships
Must have direct sales experience with a successful track record of meeting or exceeding assigned individual quota
Utilize the company’s CRM 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
Identify upsell opportunities and sell the value of under-utilized features
You may be a good fit if
You have experience working at a fast paced SaaS company
You’re a self-starter who is highly analytical, detail oriented, and has the ability to articulate clear, informed recommendations
You’ve been an account manager and enjoy helping clients adopt new services
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 you seek to understand how we can improve and over-deliver on expectations
You're often the first to volunteer, take initiative to think about the next project, and you have a real passion for service
You're able to pick up new concepts quickly and teach others
You thrive working in a team environment
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’re a good teammate and always do what is in best interest of your team
You have a growth mindset and love getting feedback so you can improve
Why ePayPolicy
Competitive salary
Comprehensive benefits package with employer-paid Life and Disability premiums
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
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.)
We will only consider a local Austin-area candidate to fill this position. This person is expected to be in-person during training and expect some level of in-person collaboration we transition back to the office over the next several months.
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.