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Full Cycle Account Manager: Partner & Provider Relations

Remote

Exactera has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina. 

Full Cycle Account Manager: Partner & Provider Relations
Compensation starts with a base salary of $100,000+ depending on experience and a proven track record of success. Competitive uncapped commission structure on top of salary.

We are a remote-first company, with offices in Tarrytown NY, St. Petersburg FL, London, and Argentina. For this role, we are open to US-based candidates in the following states: CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, UT, VA, WA, and WI, with preference to Eastern time zone residency. 

 

Role Overview:
The Full Cycle Account Manager (FCAM) will focus on prospecting, building, and nurturing relationships with partner and provider firms. This individual will take ownership of the full client journey, from initial outreach and partnership development to post-sale support, ensuring successful adoption and long-term success. This role will also collaborate closely with the marketing team to drive outreach initiatives and help generate leads within the partner/provider market. 


Key Responsibilities: 

 Prospecting & Partner Development:

   - Identify and engage new partner and provider firms through research, networking, and outreach efforts. 

   - Build a strong pipeline of partner opportunities, including B2B outreach and relationship-building activities. 

   - Develop and present tailored proposals to partners and providers, addressing their business challenges and how the company’s solutions can help. 

 
Relationship Building & Account Growth:

   - Cultivate long-term, strong relationships with partner and provider firms to drive ongoing engagement and loyalty. 

   - Act as the main point of contact for partners and providers, ensuring clear and consistent communication. 

   - Develop a deep understanding of each partner/provider's business model, needs, and pain points to offer value-added solutions. 

   - Create and execute account strategies to enhance partner/provider success and growth within the partnership. 

 
Post-Sale Process & Client Onboarding:

   - Manage the post-sale process by ensuring smooth onboarding and transition for partners/providers. 

   - Collaborate with internal teams (e.g., technical support, product, customer success) to provide seamless implementation, troubleshooting, and support. 

   - Lead partners through successful adoption of the company's product or service, offering guidance on best practices. 

   - Actively monitor partner health metrics and client satisfaction, making necessary adjustments to drive improved outcomes. 

 
Technical Support & Education:

   - Coordinate with appropriate resources for hands on client support  

   - Offer training sessions and resources to partners/providers to maximize their product adoption and effective usage. 

   - Act as a liaison between the partner/provider and the technical support team to resolve any issues and concerns promptly. 

 
Cross-Functional Collaboration:

   - Partner with the marketing team to help define and execute marketing strategies tailored to the partner/provider market. 

   - Collaborate with sales and technical teams to align goals, expectations, and ensure that partner needs are met throughout the lifecycle. 

   - Provide feedback from partners/providers to influence product development, marketing materials, and sales collateral. 

 
Performance Metrics & Reporting:

   - Report on the effectiveness of partnership initiatives and provide actionable insights to leadership. 

 
Market Outreach & Lead Generation Support:

   - Work closely with the marketing team to develop partner/provider-focused campaigns, including webinars, events, and content. 

   - Assist in creating marketing collateral that resonates with the partner/provider audience, ensuring brand alignment. 

   - Actively participate in outreach activities, such as attending industry events, building brand awareness, and promoting partnerships. 

 

Required Skills and Experience: 

- 3+ years of experience in account management, business development, or partner relations within a B2B environment. 

- Strong understanding of sales cycles, partner relationship management, and post-sale support processes. 

- Ability to communicate complex technical concepts to both technical and non-technical stakeholders. 

- Exceptional interpersonal, communication, and negotiation skills. 

- Experience working with cross-functional teams, including sales, marketing, technical support, and customer success. 

- Proven track record of driving adoption and success for partner accounts. 

- Strong problem-solving skills and an ability to think strategically to address client challenges. 

- Experience working in a technology or SaaS environment is preferred. 

 

Preferred Skills: 

- Familiarity with our existing tech stack:  Salesforce, Salesloft, LinkedIn Navigator, Zoominfo, 

- Experience working with partner-focused marketing strategies and campaigns. 

   

This role provides a unique opportunity for an experienced account manager to lead partner and provider relationships, drive success, and contribute to the company's overall growth while working closely with internal teams and supporting marketing initiatives. The Full Cycle Account Manager will be instrumental in shaping long-lasting, successful partnerships that benefit both the company and its partners/providers. 

 

What We Offer:
(The following only applies to US-based positions)

  • A collaborative team culture with opportunities for career development. 
  • Ample opportunities to be recognized, build valuable skills, and grow your career. 
  • Generous vacation policy, including paid parental leave and Summer Fridays. 
  • Comprehensive health plans with FSA and HSA options. 
  • 401(k) retirement plan. 
  • Life and disability insurance coverage. 
  • Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program. 

 

About Us:

At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all. 

 

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