Overview As a Small Business Account Manager at Egnyte, you will nurture a portfolio of Financial Services customers, ensuring their ongoing success with our SaaS platform. You will become a product expert, drive adoption, and identify upsell opportunities to grow revenue. You'll collaborate with cross-functional teams to resolve issues and shape product enhancements based on customer needs. This role offers hands-on impact in a rapidly expanding, customer-focused company that values candid conversations and invested relationships.
Compensation / Benefits- Competitive salaries and comprehensive benefits
- 15 days of Paid Time Off (PTO)
- Paid holidays and sick time
- 401(k) with company match
- Health Savings Account (HSA) with employer contribution and FSA options
- Parental and Adoption Leave
Responsibilities- Become an Egnyte product expert and understand its technical workings and business applications
- Manage a customer portfolio, ensuring success and protecting revenue while identifying upsell opportunities
- Onboard new customers and guide them through implementation to drive adoption
- Conduct regular account reviews and propose strategies to optimize ROI
- Collaborate with internal teams such as Customer Advocacy to meet customer expectations
- Maintain alignment with Product Management and Product Engineering to relay customer needs for enhancements
Key requirements- Experience selling SaaS into Financial Services
- Ability to understand customer needs and provide effective solutions
- Experience coordinating across multiple internal teams to resolve issues
- Excellent written, listening, and verbal communication skills
- Team player with high performance and flexibility in a dynamic environment
- College degree or equivalent work experience
- excellent communication
- team collaboration
- flexibility/adaptability
- SaaS sales
- portfolio management
- cross-functional coordination