Account Manager

At Simply Easier Payments, we are passionate about providing innovative software to streamline payment processes for our customers (​​insurance agencies, brokers, MGAs, carriers, and premium finance companies). With over 15 years in the industry, we pride ourselves on providing safe, secure, and compliant transactions while providing top-quality customer service. We strongly believe in fostering a safe, positive, and diverse working environment for all our employees to thrive. 

As our company grows, so does our team. We are seeking an Account Manager with previous experience supporting B2B SaaS clients. We are looking for candidates who are located in Florida or North Carolina to work remotely.

This individual will deliver excellent customer service for strategic accounts, maintaining high levels of customer satisfaction and retention. This role will be a primary point of contact for key clients, starting with the application process and continuing into the daily servicing of their accounts. The ideal candidate will have an impressive sales background (preferably in the FinTech industry), ready to drive our sales strategies and processes for customer success. 

So what's in it for you? We offer: 

• Competitive Salary
• Health Insurance
• Generous paid time off
• 401K
• Life Insurance
• Disability Insurance
• Mentoring and ongoing support with opportunities for growth within our company 

On an average day, you will:

• Develop and implement strategic account plans, including regular business reviews, account health monitoring, and forecasting
• Recommend, advise, and implement configuration options for clients, including integrations, specialized features, branding, etc.
• Identify and capture opportunities to expand services with assigned clients.
• Onboard assigned new accounts, including shepherding the account through the application process to ensure their excellent experience starts the moment they decide to open an account with us. 
• Assist other team members with onboarding other accounts as needed. 
• Liaise with banking partners and suppliers to provide the best possible onboarding and ongoing experience while fully complying with all applicable regulations. 
• Train individuals or groups of users based on their specific needs.
• Answer customer’s product, service, and account-related questions in a timely manner.
• Troubleshoot technical support on the Simply Easier Payments system with customers via phone and email.
• Collect, measure, and report on performance metrics.
• Provide awareness of processes and offer improvement suggestions.
• Use CRM software to input, track, and research customer data.

To qualify for this job, you must have:

• Bachelor’s Degree and 4+ years experience supporting B2B SaaS clients or High School Diploma and 8+ years experience supporting B2B SaaS clients
• Ability to demonstrate strong enterprise technology acumen 
• Ability to demonstrate strong written and verbal communication skills
• Proficiency in English
• Ability to travel 10% of the time

We'd also love it if you have:

• Proficiency in Spanish
• Deep understanding of P&C Insurance
• Deep understanding of payment processing
• Deep understanding of web-based SaaS applications
• Ability to commute to the office in Durham, NC, occasionally

EEO Statement:

Simply Easier Payments is an equal opportunity employer committed to workplace diversity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, gender identity, protected veteran status, status as a disabled individual, or any other protected group status or non-job characteristic as directed by law.

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