Teams at Jonas Software

Manage high-touch client accounts, support platform implementation, document interactions, resolve complex issues, and maintain strong client relationships. Identify upsell and revenue-growth opportunities, provide proactive service and root-cause analysis, coordinate with product and engineering teams on platform improvements, and manage special projects. The role requires prioritization, mentoring, communication, conflict de-escalation, and a strong client-focused mindset.

Build and expand relationships with senior financial services clients, identify business challenges, shape enterprise software solutions, negotiate complex deals, and achieve quarterly and annual sales targets. The role requires consultative enterprise selling, collaboration with product, delivery, marketing, and presales teams, client business planning, and maintaining long-term profitable partnerships. Travel of 25–50% is required.

Manage strategic post-sale client relationships across the customer lifecycle, driving product adoption, value realization, renewals, retention, and expansion. Develop client success plans, monitor health and usage indicators, lead value discussions and account reviews, and proactively address risks. Collaborate with Sales, Product, Support, Marketing, and Professional Services to resolve issues and improve customer outcomes. The role also requires staying current on product capabilities and industry trends.