Solen Software Group

Account Manager

United States

Sponsorship not specified$10k-$20kDetected 29 days ago

HubSpotCRMAccount ManagementNegotiationLeadershipCommunicationPublic Speaking

About the role

This role is central to FMSI's growth strategy.
Specific ranges will be shared during the screening process.
Willingness to travel for customer meetings, QBRs, and company offsites is expected (estimated 10-20%).

FMSI (Financial Management Software, Inc.) gives financial institutions a white-glove SaaS platform to manage appointments, lobby traffic, staff scheduling, and branch analytics.

3-6 years of experience in SaaS account management, with a demonstrated track record of quota attainment in an expansion/upsell capacity.
Proven ability to negotiate price increases and multi-year contracts - you are comfortable owning the commercial conversation.
Experience managing a large book of accounts
CRM discipline and data hygiene habits (experience with Zoho CRM, HubSpot, or equivalent).

Background in fintech, banking technology, or community financial institution (bank/credit union) markets.
Familiarity with branch operations, lobby management, appointment scheduling, or workforce management concepts.
Experience selling or expanding SaaS solutions to community banks, credit unions, or regional banks.
Working knowledge of contract structures, multi-year deal mechanics, and pricing negotiations in a SaaS context.

Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage.
Lead pricing conversations confidently, including presenting and defending annual price increases to customers.
Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success. Upsell & Cross-Sell
Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules to single-module customers).
Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals.
Partner with the product and CS teams to surface customer needs that can be converted into expansion revenue. Relationship & Account Management

you will be on a small team at a company actively investing in its GTM function.
no bureaucracy, short feedback loops, and a leadership team that values initiative.
More than 150 community financial institutions already rely on us, and we're growing our revenue team to deliver even greater value to the customers we serve.
Role Summary We are hiring an Account Manager to own and grow a book of 100+ community bank and credit union accounts.

This listing is sourced directly from Solen Software Group's careers page and normalized into a canonical job model.