Account Manager

Every day, ePayPolicy helps over 7,500 insurance companies speed up incoming and outgoing payments. By helping them move from manual, outdated forms of payment collection to modern payment tools, we help their companies work faster and more efficiently. (Check out our almost 5-star customer reviews.)

How do we do it? With powerful payment tools that just work. Our secure, online ACH and credit card payment page is the core product for many of our companies. But we also provide an integrated suite of helpful features for insurance companies of all sizes, including point-of-sale financing, payables network tools and check reconciliation, all within a single dashboard.

Our expert, live support team helps deliver exceptional care every day, with an industry-leading 97% customer retention rate. Our customers love us. We love them.

Founded in 2014, our growing team is based in Austin, TX, and has clients in all 50 US states. We’ve grown over 300% in the last three years - with big plans for the future.

Job Description:

Account Managers own the client relationship and are the primary post-sale point of contact for our clients. Account Managers leverage data to create a cadence for proactive outreach and touch points throughout the customer life cycle. You’ll be meeting with your customers regularly to ensure that they are getting the most out of our system and help them accelerate their transition to electronic payments. Each customer's situation is different. We are looking for problem solvers who can listen to customers, understand their unique situations, and craft creative solutions. This person will also be responsible for growing our company’s bottom line by recognizing areas of opportunity within an account. As an Account Manager, you will be responsible for driving revenue, focusing on developing new accounts and expanding existing accounts.

Must have previous sales experience to be considered.

Responsibilities and Duties

• Own, drive, and manage the end-to-end customer relationship – ensuring customer satisfaction, renewal, and expansion

• Manage a customer pipeline of dozens of accounts of varying size

• Build and maintain relationships with key customers through consistent engagement. This engagement will primarily be focused on setting up Account Reviews, helping customers increase their electronic payments adoption, grow revenue, and showcase new product offerings through identified upsell/cross-sell opportunities

• Delight every ePayPolicy customer with each interaction and play a key role in developing the market reputation of ePayPolicy as we scale and evolve our products to meet customer’s needs

• Provide insightful answers to customers questions, and recommend creative ways to get the most out of ePayPolicy’s services

• Utilize the company’s CRM (Salesforce) and other project management tools to work efficiently and track progress

• Hybrid office policy with team expected to be in-office 3+ days per week and 4-5 days during training (some remote)

You may be a good fit if:

• If you have had at least one year in a quota carrying Sales or Account Management role, consistently hitting individual/team targets, and driving revenue

• You have experience working at a fast-paced SaaS company

• You’re a self-starter who is highly analytical, detail-oriented, and can articulate clear recommendations

• You're flexible, resourceful, and thrive while working autonomously

• You're able to think on your feet and solve problems

• You can prioritize tasks and incoming requests accordingly

• You love being customer-facing, talking with customers, and seek to understand how we can improve and over-deliver on expectations

• You're often the first to volunteer, take initiative to bring new ideas to the table, and have a “customer first” mindset

• You're able to pick up new concepts quickly and teach others

• You thrive working in a team environment and always do what is in the best interest of the team

• You enjoy juggling multiple projects at once and use consistent organizational techniques to ensure not a moment is wasted

• Familiarity with the insurance or payments industry is a plus

• You have a growth mindset and love getting feedback to continue to grow & develop in different areas

• You are comfortable with up to 10% travel, typically one conference or event per month

Why ePayPolicy

• Competitive salary

• Comprehensive benefits package with employer-paid basic life and disability premiums

• 401K

• Unlimited PTO

• Company-sponsored quarterly “ePayItForward” initiatives 

• Supportive and inclusive company culture with a focus on work/life balance

• Fully-stocked kitchen

• Lunch stipend when working onsite

• Open communication (We won’t box you in! If you have a cool idea for a product improvement or a suggestion on how to improve the customer experience, let’s talk about it. We value everyone’s ideas and opinions.)

• Huge opportunity for growth

We operate on a hybrid schedule for in-office employees. Standard schedules are three days per week in the office, however, the cadence and days are determined by each team and manager. 

We value diversity here at ePayPolicy and understand the importance of creating a safe and comfortable work environment, encouraging individualism and authenticity in every member of our team. We strive to create an accessible and inclusive experience for all candidates. If you need an accommodation during the application or recruiting process, please submit a request to our team via this Interview Accommodation form: https://forms.gle/xKppyKTSqfTUi7hz5