Small Business Account Manager, FSI

Egnyte
Raleigh
Workplace: HybridFull timeUSD 28 - 30 hourlyFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Communication","Teamwork","Problem-solving","Relationship-building"]

Own a portfolio of small business and mid-market financial services customers as their primary point of contact. Serve as an Egnyte product expert, ensure successful onboarding and adoption through implementation, and resolve challenges to protect satisfaction and ongoing revenue. Drive account reviews, recommend upsell/cross-sell opportunities, and partner with internal teams (including Customer Advocacy and Product) to communicate customer needs and improve the service.

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Egnyte
Egnyte
1 week ago

Small Business Account Manager, FSI

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Own a portfolio of small business and mid-market financial services customers as their primary point of contact. Serve as an Egnyte product expert, ensure successful onboarding and adoption through implementation, and resolve challenges to protect satisfaction and ongoing revenue. Drive account reviews, recommend upsell/cross-sell opportunities, and partner with internal teams (including Customer Advocacy and Product) to communicate customer needs and improve the service.
Location: Raleigh
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Become an Egnyte product expert on technical workings and practical business application.
  • •Manage a portfolio of customers to assure success with the software and protect ongoing revenue.
  • •Develop strong customer relationships and identify/recommend upsell and cross-sell opportunities.
  • •Receive new customers and manage them through implementation to ensure successful adoption.
  • •Drive regular account reviews and coordinate with internal teams to resolve issues and communicate needs for future enhancements.

Pay and Benefits

Salary: USD 28 - 30 hourly
Perks:Paid Leave401kHsaFsa

Key Requirements

  • •Experience selling SaaS into Financial Services.
  • •Proven ability to understand specific customers’ needs and provide solutions.
  • •Experience working across multiple internal teams to resolve customer issues quickly and effectively.
  • •Excellent communication skills (writing, listening, phone).
  • •College degree or equivalent work experience.
Experience:SaaSFinancial services
Education:Bachelor's
Skills:CommunicationTeamworkProblem-solvingRelationship-building
Tech Stack:SaaSMulti-cloud

Company Brief

Egnyte
Provides a cloud-based content governance and secure file-sharing platform enabling businesses to manage, protect, and collaborate on files across cloud and on-premises systems with compliance, data protection, and access controls.
Industry: SaaS
Company Size: Large (251 to 1,000 employees)
Growth: Established Company
Headquarters: Mountain View, United States
Founded: 2007
WebsiteLinkedIn