Job Overview
We are seeking a highly motivated and results-driven Account Manager to join our dedicated sales team. In this role, you will take ownership of a portfolio of key accounts and be responsible for driving revenue growth through upselling and expanding our suite of Product solutions. You will work closely with our existing clients to understand their evolving needs, identify opportunities, and strategically position our products and services to achieve mutual success.
What you’ll do
- Account Management: Cultivate strong, long-lasting relationships with existing customers by becoming their dedicated point of contact.
- Understand their unique business needs and financial objectives.
- Upselling Strategy: Analyze customer usage patterns and needs to identify opportunities for upselling our financial technology solutions.
- Develop and execute tailored upselling strategies.
- Product Expertise: Maintain an in-depth knowledge of our product offerings, features, and updates.
- Articulate the value and benefits of our solutions to customers, aligning them with specific pain points and growth opportunities.
- Strategic Planning: Collaborate closely with customers to develop strategic plans that align our solutions with their business objectives.
- Provide consultative guidance based on industry best practices.
- Performance Metrics: Set and achieve upselling targets and revenue goals within your account portfolio.
- Monitor key performance indicators (KPIs) and take proactive measures to ensure consistent growth.
- Customer Feedback: Act as a conduit for customer feedback within the organization.
- Gather insights and suggestions from customers to inform product development and enhancements.
- Contract Negotiation: Skillfully negotiate contract terms, pricing, and agreements with existing customers, ensuring profitability while maintaining customer satisfaction.
- Market Awareness: Stay informed about industry trends, competitive developments, and market conditions.
- Leverage this knowledge to refine upselling strategies and maintain a competitive edge.
What we’re looking for
- Proven experience in account management, preferably within the AP or fintech sector.
- Solid understanding of financial technology products and services.
- Exceptional communication and presentation skills.
- Strong analytical capabilities to interpret customer data and insights.
- Effective negotiation and contract management skills.
- Self-driven, results-oriented, and capable of working independently.
- Strategic thinker with problem-solving skills.
- Customer-centric mindset and a commitment to delivering outstanding service.
- Typically requires a University Degree or equivalent experience and minimum 3 years of prior relevant experience.
- Knowledge of accounting (AR/AP), accounting systems, Credit/Treasury, wealth management
- Competitive Knowledge of the AP Landscape
About AvidXchange
AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,500 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®.
Who you are:
- A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown.
- Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships.
- Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential.
What you’ll get:
AvidXchange teammates (we call them AvidXers) get the perks and prestige of a growing tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, and competitive benefits. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.
AvidXers enjoy:
- 18 days PTO*
- 11 Holidays (8 company recognized & 3 floating holidays)
- 16 hours per year of paid Volunteer Time Off (VTO)
- Competitive Healthcare
- High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage
- 100% AvidXchange paid Dental Base Plan Coverage
- 100% AvidXchange paid Life Insurance
- 100% AvidXchange paid Long-Term Disability
- 100% AvidXchange paid Short-Term Disability
- Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
- Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
- 401(k) Match: 100% match on the first 3% of your salary, plus 50% match on the next 2%
- Parental Leave: 8 weeks 100% paid by AvidXchange**
- Discounts on Pet, Home, and Auto insurance
- WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers
- Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more
- Onsite gym fitness center, yoga studio, and basketball court
- Tuition Reimbursement up to the federal maximum of $5,250***
- Hybrid Workplace Flexibility
- Free parking
*Fully granted from beginning of year, pro-rated if hired mid-year
**Must be full-time for at least 3 months
***Must be full-time for at least one year
Equal Employment Opportunity
AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.
Skills Required
- Proven experience in account management
- Experience in AP or fintech sector
- Solid understanding of financial technology products and services
- Exceptional communication and presentation skills
- Strong analytical capabilities to interpret customer data
- Effective negotiation and contract management skills
- Self-driven and results-oriented, able to work independently
- Strategic thinker with problem-solving skills
- Customer-centric mindset and commitment to service
- University degree or equivalent experience and minimum 3 years relevant experience
- Knowledge of accounting (AR/AP), accounting systems, Credit/Treasury, wealth management
- Competitive knowledge of the AP landscape
AvidXchange Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about AvidXchange and has not been reviewed or approved by AvidXchange.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, spanning medical, dental, vision, disability, life insurance, mental health support, and FSAs. On-site fitness and wellness resources at the Charlotte headquarters further strengthen the perceived health-and-wellbeing offering.
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Retirement Support — Retirement support includes a 401(k) with a company match and immediate vesting, which can improve perceived value early in tenure. This feature supports longer-term financial planning without delayed eligibility.
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Leave & Time Off Breadth — Time-off options include PTO, floating holidays, and paid volunteer time, providing multiple avenues for planned and purpose-driven time away from work. These programs can improve overall perceived total rewards even when base-pay sentiment varies.
AvidXchange Insights
What We Do
AvidXchange is the accounts payable automation industry leader for mid-market businesses serving more than 5,550 customers & 400,000 suppliers nationwide.
