Account Manager

Posted Yesterday
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Sydney, New South Wales, AUS
Hybrid
Mid level
Fintech • Payments • Security • Software
The Role
Manage small and mid-tier SaaS client accounts to drive retention and expansion. Serve as primary contact, identify upsell/cross-sell opportunities, run full sales cycle, collaborate with internal teams, monitor account health and satisfaction, and meet activity and meeting targets (40 touches/day, 40 meetings/month).
Summary Generated by Built In

Role Summary:

As an integral part of the Go-to Market team, you will be instrumental in driving the retention and expansion of our existing customer base. The Account Manager will be responsible for managing our small and middle tier client accounts, cultivating strong relationships, identifying revenue opportunitiesand delivering exceptional service to ensure customer satisfaction and loyalty.

As a valued member of the Eftsure team you will be responsible for:

  • Serving as a point of contact for client inquiries, issues, and requests.

  • Identify growth opportunities within existing accounts, promoting upsell and cross-sell opportunities

  • Collaborate with internal stakeholders, including Sales, Customer Success, Product, Marketing and Technical Support teams, to provide comprehensive support to clients.

  • Act as a trusted advisor to clients, offering strategic guidance and best practices to optimize their use of Eftsure's platform.

  • Monitor customer satisfaction metrics and take proactive steps to address any concerns or areas for improvement.

  • Track account health metrics, analyse trends, and proactively address churn risks with the assistance of the Retentions team

  • Make at least 40 touch points a day

  • Book a minimum 40 meetings a month

  • Run the full sales cycle from meeting to closing upsell/cross deals

Experience & Qualifications:

  • Experience in Account Management, Customer Success or Sales in a SaaS environment.

  • Experience using CRM systems to effectively manage customer relationships and sales pipelines (HubSpot preferred)

  • Passion for understanding customer needs and delivering measurable value

  • Proven success in achieving monthly, quarterly, and annual revenue targets.

Skills and attributes:

  • Excellent communication skills

  • Strong organisational skills

  • Ability to build and maintain strong relationships with clients

  • Sales experience

  • Consistent revenue attainment

  • Problem-solving skills

  • Ability to manage multiple accounts simultaneously with attention to detail

  • Strong sense of prioritisation

Skills Required

  • Experience in Account Management, Customer Success, or Sales in a SaaS environment
  • Experience using CRM systems to manage customer relationships and pipelines
  • HubSpot (preferred)
  • Proven success in achieving monthly, quarterly, and annual revenue targets
  • Sales experience including running full sales cycle and closing upsell/cross deals
  • Excellent communication skills
  • Strong organisational skills and ability to manage multiple accounts simultaneously
  • Problem-solving skills and strong sense of prioritisation
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The Company
304 Employees
Year Founded: 2014

What We Do

Eftsure is a fintech and software company providing end-to-end B2B payment protection. Its platform helps businesses onboard, verify, and securely manage vendor information while keeping data current and accurate. Eftsure’s solutions validate business payment data, protect payments, and combat financial fraud. The company serves a growing international market, including Europe, and aims to prevent payment fraud across business transactions.

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