Onboarding Account Manager

Why Choose Bottomline

Are you ready to transform the way businesses pay and get paid Bottomline is a global leader in business payments and cash management with over 35 years of experience and moving more than $16 trillion in payments annually. Were looking for passionate individuals to join our team and help drive impactful results for our customers. If youre dedicated to delighting customers and promoting growth and innovation - we want you on our team!

As anOnboardingAccountManagerwithin Paymode youwillberesponsible forworkingwith the Paymode Implementation Project Managerensuring a seamless and efficient onboarding process fornewPaymode clients. This includes managing relationships fromclient signingthroughgo-live driving alignment across stakeholders andlayingthe groundwork for long-term client success. OAMs will work collaboratively with Implementation Project Managers and Account Managers to ensure smooth transitions and high client satisfaction.

How youll contribute:

1. Client Onboarding Management

• Own the onboarding process for new clients includingdeveloping programstrategiesmeetinginitial success milestonesandlaunching thefirstvendor enrollmentcampaign.
• Participate in weekly client touchpoints to drive alignment with Paymodes core model and strategic levers of adoption.

2. Project Coordination

• Oversee and documentOAMimplementation tasks throughout the project lifecycle.
• Ensure timely achievement of internal and client project deliverables including go-live and campaign launch.
• Collaborate with internal and client teams to resolve bottlenecks and minimize delays.

3. Stakeholder Alignment

• Maintain alignment across client stakeholders with Paymodes campaignmethodology.
• Educate clients on automation opportunities and program adoption levers to maximize value realization.

4. Client Handoff Preparation

• Prepare detailed handoff documentation outlining key stakeholders challenges and onboarding outcomes.
• Coordinate transitions to Account Managers including introductions during Implementation handoff meetings.

5. Performance Metrics Tracking

• Update Salesforce and other business systems ina timelyaccurate and complete manner.
• Identifyprocess improvement opportunities to enhance theclientonboarding experience.

Key Skills:

• Client Relationship Management:Demonstratedability to build strong relationships with diverse client stakeholders andmaintainpositive client sentiment.
• Project Management:Strong organizational skills with the ability to manage multiple implementations simultaneously adhering to strict timelines.
• Communication:Excellent written and verbal communication skills to clearly convey processes timelines and value propositions.
• Problem-Solving:Analytical mindset with a proactive approach toidentifyingand resolving challenges.
• Technical Aptitude:Familiarity with ERP systems file-based integration methods and automation solutions is a plus.
• Collaboration:Proven ability to work cross-functionally with implementation teams account managers and other internal stakeholders.

If you have the attributes skills and experience listed below we want to hear from you:

• 5 years of experience in Client facing roles within salesclientsuccess account management or professional services in an enterprise SaaS company.
• 3 years of experience within a SaaS or payments business preferably in FinTech/Services
• Experience developing relationships and influencing C-Suite decision makers.
• Experience building and executing success plans that drive clients to strategic objectives.
• Process orientation with a keen focus on Client goal achievement KPIs.
• Rigorous attention to detail within CRM applications including activity health and success plans and opportunity tracking.
• Proven ability to effectively engage with and navigate across corporate functions and the C Suite.
• Detailed-oriented organized with effective time management skills.
• Listening well exceptional interpersonal skills and excellent written presentation and verbal communication skills.
• Always positive driven to excel takes ownership works collaboratively.
• Bachelors Degree or higher with a business or technical focus preferred

We welcome talent at all career stages and are dedicated to understanding and supporting additional needs. Were proud to be an equal opportunity employer committed to creating an inclusive and open environment for everyone.