Senior Account Manager
Modernize · Foster City, CA · 1 wk ago
RemoteRemoteBusiness Development$80k/yrFull-time
Job Category
- 360 Finance is seeking a driven and adaptable Senior Account Manager to fuel success and growth for our customers within our rapidly expanding point-of-sale financing product.
- Preference given to applicants living in the Northeast or Midwest United States and/or Eastern time zone.
About the Role
This role goes beyond traditional account management. You’ll be responsible for strategically upselling, consulting, and nurturing partnerships with decision-makers at home services companies generating $5M–$400M in annual revenue. Your primary focus will be helping contractors successfully implement and adopt 360 Finance solutions to increase close rates and drive revenue.
Responsibilities
- Own revenue performance across assigned accounts and branches, driving increased financing adoption, close rates, and overall revenue growth through proactive branch-level engagement and performance management.
- Understand clients' objectives, approaches, results, and challenges to create strategic account plans that drive satisfaction, retention, and lifetime value.
- Engage directly with decision-makers—from office managers to C-level executives and owner-operators—to present financing solutions that drive adoption and long-term value.
- Work cross-functionally with account management leadership, lender ops, sales, product, and engineering to ensure high standards of service across the organization.
- Demonstrate in-depth knowledge of 360 Finance’s platform, operational processes, and best practices to provide value to account base.
- Maintain account health, identify risk factors, and proactively drive product satisfaction and usage.
- Analyze data and client feedback to identify risk factors and optimize performance.
- Prepare and deliver ongoing account performance reports.
Requirements
- 4+ years of total account management experience, including: 2+ years of account management experience in home improvement sales, lending, or financing experience with proven success in upselling and cross-selling; enterprise experience is a plus.
- Experience in Home Service financial services, lending, or point-of-sale financing is strongly preferred.
- Previous team leader experience is strongly preferred.
- Proficiency in Salesforce and intermediate to strong Excel skills; familiarity with BI tools like Tableau is a plus.
- Willingness and ability to travel extensively (up to 40% of the time), including overnight and multi-day trips.
- Excellent communication skills with the ability to influence and present to large groups, executive-level stakeholders, and train sales representatives on how to use the 360 Finance platform.
- Strong analytical skills and business acumen to drive performance and decision-making.
- Proven ability to manage onboarding through renewal while building strategic partnerships.
- Comfortable navigating ambiguity and managing shifting priorities.
- Highly organized and process-driven with strong attention to detail.
Qualifications
- Bachelor’s degree preferred or equivalent experience.
Skills
- Strong interpersonal and communication skills.
- Ability to work independently and as part of a team.
- Strong problem-solving and analytical skills.
- Ability to manage multiple tasks and prioritize effectively.
Benefits
- The expected salary range for this position is $80,000 USD to $95,000 USD annually.
- This salary range is an estimate, and the actual salary may vary based on the Company’s compensation practices.
- The position is also eligible to receive performance bonus or commission and equity in the form of restricted stock units.
- This position is eligible to participate in the Company’s standard employee benefits programs, which currently include health care benefits; (2) retirement benefits; (3) the amount of paid days off (paid sick leave, parental leave, paid time off, or vacation benefits); (4) any other tax-reportable benefits.
Pay
- The expected salary range for this position is $80,000 USD to $95,000 USD annually.
Schedule
- The position is eligible to receive performance bonus or commission and equity in the form of restricted stock units.