Account Manager

We get financial data.

Role: Account Manager
Business Area: Sales & Account Management
Reporting to: Commercial Director
Location: Remote US CST or PST time zone preferred
Salary: $125000 base commission

About Validis
Validis is a dynamic fintech company with a leading software platform built for the extraction and standardisation of accounting data. Validis is both a B2B and SaaS with operations across the UK US & Australia. We specialize in providing quality data for both audits and financial services with the guarantee that our product will streamline processes for the financial industry.

Our current client base holds a number of blue chip companies mainly comprising audit firms and financial institutions who utilize our software to gather financial information from their clients. Validis has experienced significant growth since its inception and to support this we are looking to expand our teams across number of strategic areas.

At Validis we have a core focus on the two interconnected concepts of diversity & inclusion. We are a collaborative business who empower equal opportunities across all departments. With our innovative approach to hiring we enable employees to be individual contribute openly and embrace the integrity of their own ideas. Validis believe in unbelievable talent and in turn provide a valuable and integrated workplace for you to excel in.

We believe in the power of being... YOU!


About the role
We are looking for an experienced Account Manager who has proven experience within a client relationship account management or customer success position. As an Account Manager at Validis you will be responsible for managing and nurturing a portfolio of key client accounts in the audit industry. Your primary focus will be on driving client satisfaction promoting product usage and adoption and encouraging longterm partnerships that lead to retention and growth.At Validis we take pride in becoming a close partner with our customers. You will play a lead role interacting with youre assigned customers on aweekly basisto create the necessary trust required to build upon this relationships. Youll leverage your accounting industry expertise and account management skills to deliver exceptional value to clients. By implementing best practices and staying attuned to client needs youll play a crucial role in ensuring the success and expansion of Validis client relationships.

About You
The ideal candidate will have the following;

• 4 years experience within account management or client relationships.
• MUST have understanding of b2b SaaS
• Proven experience managing a portfolio of 20 customers with a strong track record of success
• Public accounting firm experience with focus on audit is a plus
• Exceptional communication skills with the ability to clearly articulate complex ideas and concepts.
• Able to followup effectively ensuring that customer needs and expectations are consistently met.
• Demonstrated project management experience with the ability to lead and manage multiple projects simultaneously
• Strong problemsolving skills with a proactive and solutionsoriented mindset.

Key responsibilities of the Account Manager;

• Secure client renewals and drive additional usage of client contracts
• Effectively and proactively engage clients in discussions on product adoption and alignment with clients strategic initiatives
• Forecast and track key account metrics
• Develop customer loyalty & retention strategies for each account
• Be the primary point of contact and build longterm relationships with clients
• Support clients via email phone online presentations screenshare and both virtual & in person meetings
• Develop a trusted advisor relationship with key accounts customer stakeholders and executive sponsors
• Ensure the timely and successful delivery of our solutions according to client needs and objectives
• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders
• Enhance department and organizations reputation by accepting ownership for accomplishing new and different requests
• Responsible for keeping current clients satisfied and delivering exceptional client service; monitor and analyze customers usage of our product
• Responsible for working with the Sales/client delivery teams to onboard and integrate new clients and developing existing client relationships

Information around our benefits & culturecan be found on our careers homepage