Senior Account Manager

Responsibilities

• Own account engagement strategy, conduct thoughtful discovery, build relevant demos, and manage objection handling in a structured yet dynamic full-cycle sales motion.
• Meet or exceed quota on a specific named book of clients by maintaining consistent and thoughtful servicing efforts in line with service expectations.
• Lead account kickoff meetings, project manage product launches, and coordinate handoffs to Partner Success.
• Conduct Quarterly Business Reviews (QBRs) to review program data, demonstrate value, and identify growth opportunities.
• Gather and share competitive intelligence regarding market share, practices, and industry trends.
• Advocate for operational changes in coverage and processes to drive revenue.
• Facilitate client feedback loops by conducting product review calls and collaborating with Marketing on case studies.
• Execute day-to-day responsibilities related to managing, adjusting, and expanding existing business with accuracy, timeliness, and consistency.
• Analyze, review, or maintain account engagement, performance, and risk data to support business needs.
• Partner with Partner Success, GTM, Marketing, and Customer Success to support expanding business and creating successful client launches.
• Communicate updates, risks, blockers, and recommendations clearly and proactively.
• Identify opportunities to improve pitch processes, script quality, talk track efficiency, and objection handling while maintaining compliance with insurance regulations.
• Use data, judgment, and business context to inform decisions and recommendations.
• Manage assigned work independently and follow through on commitments, deadlines, and deliverables.
• Ensure work is completed in accordance with applicable policies, procedures, standards, and regulatory requirements.

Requirements

• 4+ years of experience in B2B sales.
• Experience with Hubspot (or a similar CRM), Google Suite, Excel, LinkedIn SalesNav, Zoom (or similar video conferencing tools).
• Strong understanding of pipeline management and selling through a structured sales methodology like Challenger, with the ability to apply that framework dynamically in new contexts.
• Demonstrated ability to manage B2B sales cycles, partner with GTM, Partner Success, Customer Success, and Marketing, and deliver high-quality work in a dynamic business environment.
• Bachelor’s degree in Business, Finance, English Literature, Communications, Psychology, or equivalent practical experience.

Nice-to-Haves

• Experience working in a regulated, client-facing environment.
• Experience using Power BI, ZoomInfo, Monday.com, Enable.Us (or similar data room tools), Gong, and ALN.
• Exposure to the commercial multifamily real estate industry, proptech, or insurance.
• Prior experience in the commercial multifamily real estate industry, consumer credit, lending, or B2B SaaS.

Compensation & Benefits

• Base salary range: $85,000 - $100,000 annually (OTE $180,000 - $235,000 first year).
• Medical, dental, & vision insurance, beginning day one.
• Health savings account with employer contribution.
• Flexible spending accounts (healthcare, dependent care, commuter).
• 401(k).
• Generous PTO and paid holidays.
• In-office lunch Perk.
• Flexible working hours.
• Paid parental leave.
• Company sponsored short and long term disability.