Head of Account Management at Veryfi, Inc. – San Mateo, California

Veryfi empowers organizations to transform their unstructured data in the form of receipts, invoices, purchase orders, checks, W2s and other business documents into structured data at scale. Their suite of data transformation APIs can be leveraged for many use cases in financial services to deliver valuable business intelligence in seconds. Trusted by enterprises and technology companies alike, Veryfi’s AI-based platform is being leveraged by companies worldwide.

Veryfi is backed by NewView Capital (NVC), Act One Ventures, TI PLatform, Y Combinator and Zillionize

Veryfi Raises $12 Million To Use AI To Tackle The Unstructured Data Entry Market https://www.forbes.com/sites/rebeccaszkutak/2021/04/26/veryfi-raises-12-million-to-use-ai-to-tackle-the-unstructured-data-entry-market/?sh=886fe19183f8

The Untapped Potential of Unstructured Data https://nvc.vc/perspectives/veryfi-the-untapped-potential-of-unstructured-data/

Capterra Reviews https://www.capterra.com/p/141684/Veryfi-Receipts-and-Expenses/reviews/

COME AND SAY G'DAY!

We are seeking an enthusiastic and proactive Account Manager to join our team at Veryfi. As an Account Manager, your primary focus will be on existing client relationships, identifying upsell opportunities, providing finance support for collections, and collaborating with Account Executives to drive expansion opportunities with customers.

• Upsell Opportunities: Identify and capitalize on upsell opportunities within our existing customer base by understanding their evolving needs and suggesting additional Veryfi solutions.
• Finance Support: Assist the finance team with collections by maintaining open communication with clients, addressing payment concerns, and ensuring timely resolution of billing issues.
• Support Account Executives: Collaborate with Account Executives to support expansion opportunities with customers, providing valuable insights from existing accounts and participating in client meetings as needed.
• Cross-functional Collaboration: Work closely with internal teams, including sales, marketing, and product development, to ensure a cohesive approach in meeting client needs and driving revenue growth.

• Experience: 5 years of experience in account management, sales, or a related field, with a proven track record of upselling and customer retention.
• Financial Acumen: Understanding of financial processes, particularly collections, and experience in supporting finance teams with customer-related financial matters.
• Contractual Acumen.
• Collaborative Skills: Ability to collaborate effectively with Account Executives and cross-functional teams to support expansion initiatives.
• Communication and Negotiation: Excellent communication and negotiation skills to engage with clients and internal stakeholders.
• Analytical Skills: Strong analytical abilities to interpret data and derive insights for business growth opportunities.
• Adaptability: Comfortable in a dynamic startup environment with the flexibility to adapt to changing priorities and requirements.

• Bachelor’s Degree in Business Administration, Finance, Marketing, or a related field.
• Experience with CRM Software: Proficiency in using HubSpot to manage client interactions and track progress.