A trusted leader in business financing is seeking an Account Manager to manage a portfolio of existing clients. The inbound SDR role will work to deepen the relationship while securing renewal business and identifying new opportunities for growth through upsells and cross-sells You’ll be the go-to resource for business owners looking to extend or expand their access to capital. This is a high-impact role in a fast-paced, performance-driven environment where strong communication, persistence, and customer empathy are key. We are seeking someone motivated, relationship-driven, and ready to help our business partners thrive. Current or former SDRs seeking to break into customer success / renewals / account management are a great match for this position. Account Manager Responsibilities Proactively engage with clients approaching renewal dates to explore refinancing, renewal, and additional funding opportunities Identify and present additional financing solutions that support business growth goals Serve as the primary point of contact for your clients and providing updates, answering questions, and building trust Guide clients through the renewal process Track pipeline activity and customer interactions using Salesforce Meet or exceed monthly renewal, retention, and upsell targets Account Manager Requirements Proven success in high-volume, transactional sales environments Strong relationship management and negotiation skills Tech-savvy with CRM experience (Salesforce preferred) Hunter mentality – comfortable prospecting through large database Self-starter with exceptional communication and time management skills Able to thrive in a fully remote, fast-paced environment The position offers a base plus commission structure with an OTE of $85,000-$95,000 first year. It is fully remote with a flexible full time schedule. The company offers a comprehensive benefits package including medical, dental, and vision and 401(k) with company match. Generous PTO, sick leave and paid holidays. There is excellent growth potential into a more senior position that will exceed $100,000 a year in total earnings. Apply now by sending a resume
