Job Description

  • - Sales
  • Bloomington, MN, USA
  • Full Time

Manager, Account & Portfolio Development/SaaS/SMB


This role will oversee an Account Management sales team of 10-15 employees, each managing a portfolio of 300-500 clients, focused on improving customer activation & client retention, with an emphasis in maximizing revenue growth of existing clients through new product sales, account/portfolio growth, and increased usage in a SaaS/technology setting.
This team works directly with existing clients using demand generation tools, such as webinars, live & recorded video sessions, coaching, outbound calling and emails to identify a client's greatest path to increased usage.


Performance Metrics will include:

The cross selling of new products, portfolio management and growth/retention of our existing clients relative to monthly/quarterly/annual objectives


Role & Responsibilities:

Conducts one-on-one coaching and portfolio review sessions with each team member to identify opportunities to maximize portfolio penetration, this to include cross selling, driving end user usage & growth/retention with our existing clients
Provides strategic direction, develops "cross selling & client retention plans", and coordinates internal company resources to drive portfolio revenue growth
Develops, establishes and manages activity metrics, this to include tracking & analyzing sales & pipeline activities as compared to goals


Position Requirements:

3-5 years of account management and portfolio development experience in the payment and/or technology industry
BA/BS preferred; ideal educational focus in Finance, Economics, or Business Administration
Fluent in the use of sales management technologies including CRM (Salesforce.com preferred), inbound marketing automation, dashboard and reporting tools, sales automation technologies.
Strategic ability to establish processes & measurements of success for a growing business
Excellent communication skills that allow for strong partnerships and information sharing through formal & informal channels to stakeholders, up to and including senior management
Strong leadership skills that include negotiation, conflict management, influencing, facilitation, collaboration, and teamwork/cooperation across all levels of the organization

Application Instructions

Please click on the link below to apply for this position. A new window will open and direct you to apply at our corporate careers page. We look forward to hearing from you!

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