Associate Account Manager

About the role

Kyriba is a global fintech leader empowering CFOs and finance teams with cloud-based treasury, payments, risk management and working capital solutions. We serve 3,000+ customers worldwide, managing $15 trillion in payments annually and helping businesses optimize liquidity performance across the enterprise. We're on a mission to become the most sought-after cloud technology company globally.

Responsibilities

• Aligning with the Account Managers that you support to determine the strategy for your account portfolio to maximize and protect revenue through weekly 1:1 and quarterly territory planning
• Management of smaller dollar transactions, such as adding banks, users, etc., including the creation and delivery of change orders in coordination with the AMs
• Generating and maturing pipeline for customer portfolio, through customer interactions (meetings, emails, etc.) as well as campaigns coordinated with AMs / AM Leadership
• Coordination of consulting services scope and pricing for ad-hoc professional services needs
• Participation and support of other key events led by customer-facing roles (AM, SAM, Product) such as Executive Business Reviews, strategic meetings, demonstrations, Support Cadences as needed
• Partnering with cross-functional teams (Sales, CEEs, Support, Professional Services, Product, and Marketing) to ensure a smooth and consistent customer experience
• Preparation and/or review and analysis of renewal audits in advance of renewal timeframes (2+ quarters ahead of contract expiration)
• Handling routine issues and escalating and managing customer issues if needed or if beyond the scope of the role
• Working with the Renewal team to review the renewal packets and strategize with the account management team on renewal options for their clients
• Complementing the services of the AM, but not duplicating efforts, meeting attendance, etc.
• Preparation and delivery of QBR to review goals and achievements from previous quarter as well plan for upcoming quarter
• 80% revenue focused tasks (pipeline build, deal maturation, deal closure, renewal retention)
• 20% admin and support functions

Requirements

• Organizational Skills: The ability to manage upwards of potentially 40+ change orders or client inquiries simultaneously.
• 2-3 years of business experience in customer-facing roles, preferably SaaS software.
• Sales, BDR, or Customer Success Experience.
• Ability to learn quickly and adapt to new tools and technologies.
• Proficiency in MS/Google tools: Word, PPT, XLS.
• Proficiency in Salesforce or a comparable tool.
• Passionate about building relationships and working directly with customers.
• Comfortable managing through conflict and escalation.
• Self-starter with strong time management and organizational skills.
• Prioritize multiple priorities at a time.
• Excellent communication skills - oral and written.
• Ability to work across multiple teams internally.
• Comfortable being measured to targets.
• Ability to travel, up to 20% to be onsite with clients or at events.
• Strong interpersonal skills and comfortable working with lots of different people.
• Degree in Finance, Accounting, Treasury, Business Management, or equivalent preferred.
• Background working in Treasury, Cash Management or equivalent is preferred.

Qualifications

• Salary Range: $63,560.00 - $80,412.50 based on a full-time schedule.
• Variable Compensation: Performance bonus or commission-based plan.
• Long-Term Incentives.

Skills

• Cloud-based treasury, payments, risk management, and working capital solutions.
• Customer-facing roles, preferably in SaaS software.
• Account management and portfolio strategy.
• Change order management and delivery.
• Customer interaction and campaign coordination.
• Professional services scope and pricing.
• Renewal audit preparation and analysis.
• Customer issue management and escalation.
• Team collaboration and cross-functional support.
• Quarterly business reviews (QBR).
• Revenue-focused tasks and admin/support functions.

Benefits

• Comprehensive health, welfare, and wellbeing benefits.
• Equal opportunity employer committed to diversity and inclusion.