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Head of Account Management

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 By helping them move from manual, outdated forms of payment collection to modern payment tools, we help their companies work faster and more efficiently.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

ePayPolicy is looking for an accomplished, dynamic, and driven Head of Account Management to lead our Account Management organization. As the Head of Account Management, you will oversee the growth and retention of our client base and drive the strategic direction of the account management organization. 

In this role, you will:

  • Support the Account Management organization by helping them develop and execute customer growth and retention strategies through relationship expansion and new product/new feature cross-sales.  

  • Lead a high-performing account management team by setting clear goals consistent with ePayPolicy’s growth strategies.

  • Serve as a senior point of contact for key accounts.  

  • Collaborate across the ePayPolicy organization to ensure clients receive exceptional support and derive maximum value from our solutions.

  • Stay informed about industry trends, competitor activities, and market changes to identify opportunities and potential challenges.

  • Monitor account performance, manage sales pipeline, and prepare regular reports for senior management highlighting KPIs and insights.

  • Continuously assess and improve account management processes, incentives and tools to optimize our growth objectives.


What you bring:

  • Bachelor's degree in Business, Marketing, or a related field.

  • 4+ years of experience leading account management or a related role, with a demonstrated history of successfully growing client accounts and selling new products into a customer base.

  • Strong leadership and team management skills including goal setting, performance management, etc.

  • Demonstrated experience creating and refining compensation plans that align with business objectives. 

  • Exceptional communication, negotiation, and presentation abilities.

  • Strategic mindset with the ability to identify and capitalize on business opportunities.

  • Proven data analysis skills related to portfolio analysis, forecasting, etc. 

  • High proficiency in Salesforce and Google Suite.

  • Thrives in the fast-paced, dynamic start-up environment inherent to a high-growth technology company like ePayPolicy

  • Knowledge of the insurance industry is a plus.


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

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What You Should Know About Head of Account Management, ePayPolicy

ePayPolicy, a rapidly growing company in Austin that helps insurance companies streamline their payment processes, is on the lookout for a Head of Account Management to spearhead our Account Management team. If you're a dynamic leader, ready to take charge of client growth and retention, this role is perfect for you. You'll be responsible for crafting strategies that enhance customer relationships and drive the sales of new products and features to our existing clients. The Head of Account Management will also act as a senior point of contact for key accounts while collaborating with different teams to ensure our clients receive the utmost support and value from our innovative payment solutions. With a focus on monitoring account performance and analyzing market trends, you'll have the opportunity to continuously improve our processes and tools aimed at achieving our ambitious growth goals. A successful candidate should have at least a Bachelor's degree and 4 years of experience in account management, showcasing a proven track record of growing client accounts and leading teams. Exceptional communication skills and a strategic mindset are crucial for identifying business opportunities. At ePayPolicy, we cherish an inclusive culture that values your ideas and supports your professional growth. Join us and help redefine the payment landscape for insurance companies while enjoying competitive benefits, unlimited PTO, and an environment that nurtures innovation and your well-being.

Frequently Asked Questions (FAQs) for Head of Account Management Role at ePayPolicy
What are the key responsibilities of the Head of Account Management at ePayPolicy?

As the Head of Account Management at ePayPolicy, you'll oversee client growth and retention strategies, lead the account management team, and serve as the senior contact for key accounts. You'll also collaborate with various teams to ensure top-notch client support, analyze account performance, and continuously improve account management processes.

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What qualifications do you need to become the Head of Account Management at ePayPolicy?

To qualify for the Head of Account Management position at ePayPolicy, candidates should have a Bachelor's degree in Business, Marketing, or a related field, along with at least 4 years of experience in account management or a similar role. Strong leadership, communication, and analytical skills are essential for success in this role.

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How does ePayPolicy support its Head of Account Management in achieving their goals?

ePayPolicy supports the Head of Account Management by providing access to industry insights, a collaborative environment, and tools such as Salesforce. The company encourages innovative strategies for client growth and retention while regularly monitoring KPIs and offering ongoing training to enhance team performance.

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What opportunities for professional growth are available for a Head of Account Management at ePayPolicy?

The Head of Account Management at ePayPolicy has significant room for professional growth through leadership development, attendance at industry conferences, and participation in cross-departmental projects. The company's culture encourages open communication and values new ideas that can drive business improvements.

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What is the company culture like at ePayPolicy for someone in the Head of Account Management role?

The culture at ePayPolicy is supportive and inclusive, prioritizing work-life balance and open communication. Employees are encouraged to share their ideas for product improvements and enhance customer experiences, making it an engaging environment for someone in the Head of Account Management role.

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Common Interview Questions for Head of Account Management
What strategies would you implement to improve client retention as the Head of Account Management?

In the interview, emphasize strategies that focus on proactive communication, regular check-ins, feedback collection, and cross-selling opportunities. You could mention using data analytics to track client satisfaction and how to respond to any concerns swiftly.

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How do you prioritize the different needs of your clients within ePayPolicy?

Explain your approach to understanding each client's unique challenges. Discuss methods like client segmentation based on their needs, prioritizing high-value accounts, and consistently gathering feedback to ensure that all clients receive tailored support.

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Can you give an example of a successful account management strategy you have implemented in the past?

Prepare to share a specific example, detailing the context, the strategy you employed, and the measurable outcomes. Highlight how you engaged the team, utilized data, and maintained strong client relationships to achieve these results.

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How would you address an underperforming account under your management?

Discuss your method for identifying the reasons for underperformance, including analyzing data and conducting client interviews. Emphasize the importance of collaboration with your account team to develop a tailored recovery plan.

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What metrics do you consider crucial for tracking account management success?

Mention key performance indicators such as Net Promoter Score (NPS), customer retention rates, upsell percentages, and overall growth in revenue. Show your understanding of how these metrics contribute to the overall success of account management.

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Describe your leadership style when managing an account management team.

Share your collaborative and motivational leadership approach that focuses on goal-setting, performance reviews, and providing support for team members. Stress the importance of fostering an environment where team members feel empowered to share their ideas.

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How do you stay updated on industry trends that affect account management for companies like ePayPolicy?

Discuss various methods you use, such as attending webinars, following industry news, engaging with professional communities, and participating in industry-specific events to stay on top of the latest trends and best practices.

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What role does data analysis play in your account management strategy?

Emphasize your experience with employing data analytics to assess account performance, forecast trends, and identify areas for improvement. Highlight how data-driven decisions contribute to better customer experiences.

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How do you foster collaboration within the account management team and across other departments at ePayPolicy?

Explain your approach to fostering collaboration through regular meetings, cross-functional projects, and establishing clear communication channels. Also, mention how you ensure shared goals and collective success.

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Why do you want to work as the Head of Account Management at ePayPolicy?

Express your genuine interest in ePayPolicy’s mission and culture, and how your values align with the company. Discuss your excitement for contributing to a high-growth company and the impact you hope to make in this role.

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ePayPolicy is the simplest way to collect digital insurance payments. Austin, Texas-based ePayPolicy is the nation's foremost provider of payment processing developed exclusively for independent agencies, brokers/MGAs and premium finance agencies....

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DATE POSTED
March 18, 2025

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