Account Manager

Drive Client Success & Growth

• Manage a portfolio of Paymode clients to successful outcomes, driving revenue growth while building strong, trusted relationships.


• Lead Monthly and Quarterly Business Reviews focused on value realization, identifying opportunities for growth, and resolving open issues.


• Apply success planning best practices to align client business goals with Bottomline’s products, solutions, and services.


• Analyze and act on data related to client usage, transaction volume, vendor enrollment, and other key health metrics.


• Build and maintain relationships with C‑level and senior stakeholders to deepen engagement, increase client retention, and drive expansion.


• Partner closely with Sales to uncover and support new business opportunities within existing accounts.


• Communicate product roadmap updates and articulate how new investments and innovations deliver business value.


• Educate clients on best practices through thought leadership, webinars, and targeted content.


• Proactively identify churn risk, defend against competitive threats, and implement mitigation strategies.

Develop Deep Expertise in Clients & Paymode

• Build a strong understanding of Paymode solutions, core use cases, product features, and releases.


• Understand the vendor enrollment process and identify opportunities to improve efficiency and increase enrollment.


• Gain deep knowledge of your clients’ businesses, markets, challenges, and growth opportunities.

Collaborate & Advocate Internally

• Act as a strong client advocate across Paymode, partnering with Sales, Vendor Enrollment, Marketing, Product, Implementation, Operations, Support, and Executive Leadership.


• Share client feedback and insights to influence product direction and facilitate participation in beta programs when appropriate.


• Partner with Marketing to document and share customer success stories, references, and targeted content.


• Provide regular, structured updates on client health and sentiment to internal stakeholders, including weekly updates to the CEO.


• Maintain accurate, timely documentation in Salesforce and other business systems.