Senior Account Manager, Financial Services

How You'll Make an Impact

• Customer Relationship Management:
  • Build and nurture multi-threaded relationships with key stakeholders and decision-makers within customer organizations.
  • Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges.
  • Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes.
• Revenue Retention and Growth:
  • Through territory planning, manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy for your customer portfolio.
  • Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process.
  • Maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets. 
  • Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed, to secure opportunities in a predictable manner.
  • Address SLA, security/compliance requests, invoice collections issues, and/or other commercial terms as needed to support Vena’s revenue goals.
• Customer Health:
  • Utilize data-driven insights by leveraging technology and reporting to monitor account health, identify and track renewal and expansion opportunities, and report on key performance metrics.
  • Proactively identify risks and take steps to prevent churn (cancellation or downsell of services) with support from Vena’s Customer Success team members and relevant cross-functional teams to ensure customer satisfaction, adoption, and value realization goals are met.
• Collaboration with Internal Teams: 
  • Partner with cross-functional departments that support delivering an exceptional customer experience including Solutions, Customer Success, Professional Services, Application Support, Marketing, Product and Technology, Finance, and Operations to proactively address any potential churn risks, ensuring customer satisfaction and retention with a focus on net revenue growth
• Advanced Negotiation and Influence:
  • As a Senior Account Manager, use your strong negotiation skills to handle important contract discussions, resolve issues, and manage challenging customer situations. 
  • Work closely with key decisionmakers at customer organizations to help grow and strengthen Vena’s presence.
• Enablement: 
  • Embrace a growth mindset by actively engaging in learning and development opportunities, while also occasionally leading or supporting internal enablement or training initiatives to enhance team efficiency, drive productivity, and mentor junior team members.
• Other duties, as assigned.

We'd Love to See

• 4+ years of proven and consistent success managing the retention and growth strategy of an established client base or equivalent experience working directly in FP&A or corporate finance including 1+ year(s) of internal experience in the Account Manager role, with a track record of exceeding targets and performance goals.
• Experience driving adoption and change management within tech organizations. You will ideally have applicable experience in “sell to a Finance audience” and Finance Process and Accounting expertise/knowledge.
• Drive performance through creativity, lead-by-example leadership, compelling communication and inspiration. 
• You will have excellent presentation and communication skills with the ability to build initial and sustained relationships with senior management and C-suite Finance stakeholders.
• High level of organization in your workflows. You understand how to be responsible for a client portfolio and how to prioritize your time.
• Proven reputation as an account management professional who exemplifies Vena’s values.
• A growth mindset where you are committed to your own personal and professional development including the growth of those surrounding you.
• Team player who can also thrive in self-managed and independent environments

About
At Vena, we’re reimagining how businesses plan and grow: powered by data, collaboration, and innovation 🌱 Headquartered in Toronto with a global reach, we help finance teams work smarter using the tools they already love (yes, we’re talking about Excel!). Trusted by over 1,800 organizations and 150,000+ users every day, Vena Solutions brings clarity to complexity. We're a people led company that leads with our CORE values (Customer Trust, One Team, Respect & Authenticity and Execution Excellence) and are driven by our mission We’re growing fast, thinking big, and having fun along the way. The future of finance is being built here, and we’d love for you to be part of it 🚀Why Choose Us:💰 CompensationWe offer competitive and comprehensive total rewards packages that we review yearly to stay ahead of the market! Transparency is key, we keep you in the loop on how we design our comp programs. Build your future with our Employee Stock Option Program, Retirement Savings, Support & 401k Matching Programs.🎓 Personal Growth & LearningLevel up your skills with Vena!  We support your journey with education subsidies, professional development programs, and learning opportunities to help you grow your career and reach your goals. Your future is bright and we’re here to invest in it!🧘‍♀️ Health & WellnessYour well-being = our priority!  Great health & dental plans, wellness sessions (virtual & in-person), Employee Assistance Program (EAP), and a free Headspace subscription to support your mental health.🌍 Global ReachVena is everywhere you are!  With offices in Toronto, London, and Indore, as well as team members across the United States, EMEA and beyond, we're a truly global company. Collaborate with colleagues around the world and bring diverse ideas to life: no passport required!🌴 Time OffRecharge with generous leave options - perfect for vacation, wellness, personal time, parental support, volunteering, and more.🏡 FlexibilityWe embrace a flexible culture that supports different ways of working, depending on the role and location. While some of our teams enjoy hybrid arrangements, others thrive in-office or remotely. With modern workspaces in Toronto, Indore, and London, we offer inspiring environments when you need them - and the freedom to work in ways that work best for you and your team.✨ AI-Powered InnovationAt Vena, we don’t just keep up, we're leading the way! 🚀We empower team members at every level to actively explore AI best practices, identify meaningful opportunities to apply AI in their work, and champion innovative solutions that drive impact.By fostering a culture of curiosity, innovation, and responsible use, we’re building a future where AI enhances how we work, think, and lead. From automating workflows to enhancing insights, AI is woven into everything we do.While every hiring decision is made by people, we may use AI to support application review.👉 Check us out:▶️YouTube💼 LinkedIn🔗GlassDoor* Vacancy Disclosure: Unless otherwise stated, all job postings on our careers site are for existing vacancies. Where explicitly stated, certain postings may be for anticipated vacancies that we expect to open in the near future.