Business Account Executive (SMB Sales) Bear Creek — TX - Houston, 18500 Kieth Harrow Blvd. Apply via Workday.
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Smb Senior Account Executive Jobs
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We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Our Sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities Identify use cases and prospect high growth companies that are ~100 employees and beyond Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion Own mastery of Plaid solutions and evangeli
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The SMB Account Management team is a core part of Plaid's mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing solutions that drive growth, and ensuring Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals while fostering a culture of continuous learning and development. The Account Management team leverages our deep technical, product, and industry knowledge to help our SMB customers build and scale amazing applications and businesses. We act as partners, advisors, and advocates for our customers to help shape how their customers interact with their finances. As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships. You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers. You'll collaborate cross-functionally across product and go-to-market t
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid is looking for customer-facing professionals to manage and grow Plaid’s relationships with high-growth SMB customers. The right candidate has the ability to grow a customer’s revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. Responsibilities Own the overall relationship with your portfolio of customers in our fastest growing customer segment Build relationships with the C-Suite and Product teams to retain and grow revenue Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid Solve complex customer challenges through creative problem solving by working cross-function
At Trustpilot, we're on an incredible journey. We're a profitable, high-growth FTSE-250 company with a big vision: to become the universal symbol of trust. We run the world's largest open customer review platform, and while we've come a long way, there's still so much exciting work to do. Come join us at the heart of trust! As a SMB Account Manager, you are responsible for retaining and growing a defined portfolio of existing customers on the UK market. You act as the commercial owner of each relationship — driving renewals, expanding accounts, and positioning Trustpilot as a long-term partner that delivers measurable business value. You combine commercial acumen with relationship depth, collaborating closely with Customer Success Managers to ensure adoption, satisfaction, and sustainable revenue growth. You are accountable for contributing to strong Gross Renewal Rate (GRR) and Net Revenue Retention (NRR) results by executing defined renewal processes, maintaining Salesforce accuracy, and supporting customers to achieve measurable value. What you'll be doing: Retention & Renewal: Own the end-to-end renewal process, delivering high Gross Renewal Rates (GRR) and predictable retention. Growth & NRR: Drive portfolio expansion through upsell and cross-sell to achieve strong Net Revenue Retention (NRR) and overall portfolio growth. Account Planning: Build and maintain detailed account plans, stakeholder maps, and accurate forecasts in Salesforce. Customer Engagement: Lead commercial and strategic conversations, including business reviews and contract discussions. Cross-Functional Collaboration: Partner with Customer Success to ensure value realization, with Marketing on customer stories, and with Product on feedback loops. Operational Excellence: Ensure accurate data, forecasting discipline, and pipeline visibility across your portfolio. Who you are: You have experience in account management, renewals, or a similar customer-facing role within a SaaS or subscripti
Job Title: Client Onboarding & Product Specialist Company: Paytm Location: Noida Department: Business / Customer Success / Product Role Overview We are looking for a proactive and customer-focused professional to manage the onboarding and adoption journey of new clients at Paytm. The role involves conducting product demos, guiding clients through setup and integrations, resolving onboarding challenges, and ensuring smooth adoption of Paytm’s solutions. The ideal candidate should have strong communication skills, a problem-solving mindset, and the ability to work closely with Sales, Support, and Product teams. Key Responsibilities Lead new clients through a smooth and structured onboarding process, ensuring successful product setup and activation. ● Conduct product demos, product tours, and personalized training sessions to help clients understand and effectively use Paytm’s solutions. ● Guide clients through WhatsApp Marketing integrations, campaign setup, and relevant product functionalities. ● Act as the primary point of contact during onboarding, addressing setup-related queries and troubleshooting issues to ensure a seamless experience. ● Monitor client adoption and proactively identify opportunities to improve product usage and engagement. ● Simplify complex product or technical processes and help clients move from initial onboarding challenges to confident product usage. ● Collaborate with Sales, Customer Support, and Product teams to resolve client issues and share actionable customer feedback. ● Track onboarding progress, client requirements, and issue resolution while ensuring adherence to defined SLAs. ● Monitor campaign performance and support clients in optimizing their multi-channel campaigns. ● Identify recurring client challenges and work with internal teams to improve processes, product experience, and onboarding journeys. ● Maintain accurate records of client interactions, onboarding status, feedback, and resolutions. Key Skills ●
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking an Operations Control Analyst - SMB who will support the Vendor Relationship Manager in maintaining the operational integrity and regulatory compliance of third-party vendors within the Small Business Lending unit. This role focuses on the execution of the control framework, ensuring that vendor activities across the entire SMB lifecycle—including sales, servicing, and collections—align with SoFi’s internal policies and external regulatory requirements. What you’ll do: To assist the Vendor Relationship Manager - SMB in maintaining the operational integrity of the Small Business Lending unit, the Operations Control Analyst — SMB will focus on the following structured responsibilities: Process Integrity and Resilience: You will execute consistent monitoring and rigorous testing of vendor processes to ensure all workflows are thoroughly documented, testable, and capable of supporting long-term operational resilience. Risk Mitigation and Compliance: Working closely with the Vendor Manager and the Operations Exam & Control Support Manager, you will assess vendor risk across customer acquisition and servicing to ensure alignment with internal policies and regulatory requirements. Data-Driven Insights: By utilizing advanced Excel or Google Sheets functions, you wil
Fin , now part of Salesforce, is on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system. Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI. Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce. What's the opportunity? The role will lead a team of Account Executives primarily responsible for new business revenue in the North America Region. This person will be responsible for segment strategy and planning, building, and running a high performing team. Goals are focused on accelerating logo and revenue growth with a concentration on Fin. We are looking for a highly effective leader who excels at attracting and developing talent, inspiring others, and working cross-functionally to build efficient and customer-centric sales processes. This leader will also play a critical role in developing and executing our value-led sales strategy. For this big challenge, we are looking for an innovative, agile, and resilient Sales Leader to help us write the next chapter in the AI-first customer support space. What will
Fin , now part of Salesforce, is on a mission to help businesses provide perfect customer experiences. Our AI Agent Fin is the highest-performing AI Customer Agent on the market today, enabling businesses to deliver impeccable, always-on customer support across the customer journey, from service, to sales, to ecommerce. Powered by our own AI models, Fin resolves complex customer issues end-to-end across every channel, with minimal set-up and integration. Fin can also be combined with our natively integrated Intercom help desk, giving modern support teams one single system. Together with Salesforce, the #1 AI CRM, where humans with agents drive customer success, we're building the future of customer experience. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword, it's a way of life. The world of work as we know it is changing, and we're looking for Trailblazers who are passionate about bettering business and the world through AI. Ready to level up your career at the company leading workforce transformation in the agentic era? You're in the right place. Agentforce is the future of AI, and you are the future of Salesforce. What's the opportunity? The role will lead a team of Account Executives primarily responsible for new business revenue in the North America Region. This person will be responsible for segment strategy and planning, building, and running a high performing team. Goals are focused on accelerating logo and revenue growth with a concentration on Fin. We are looking for a highly effective leader who excels at attracting and developing talent, inspiring others, and working cross-functionally to build efficient and customer-centric sales processes. This leader will also play a critical role in developing and executing our value-led sales strategy. For this big challenge, we are looking for an innovative, agile, and resilient Sales Leader to help us write the next chapter in the AI-first customer support space. What will
Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About the team The Startup and SMB Account Executive team is a highly consultative sales team that is responsible for the acquisition and growth of Stripe’s largest and most promising Startup and SMB customers. As an Account Executive, you’ll identify new opportunities for prospects to get the most out of Stripe by quickly understanding our clients’ needs, execute scaled sales strategies to acquire new customers and drive product adoption. What you’ll do Responsibilities Identify high-potential prospective users from inbound leads and outbound prospecting Own the full sales cycle from lead to close for SMBs Develop and implement full sales cycle strategies for driving new logo and product adoption Solve complex client needs and work across product, sales, risk, and operations teams to improve our platform Generate your own leads through cold calling, blitzing, research, networking, and driving your territory Make every potential Stripe user happy with every interaction, regardless of deal size Identify and understand users’ pain points to propose Stripe solutions Set up users for success by coordinating internally with other Stripe teams Who you are We’re looking for a well-rounded strategic seller who can build strong relationships with Stripe’s clients and manage high-velocity deal cycles. If you’re smart, persistent, and a great teammate, we want to hear from you! Minimum requirements 2+ years of closing sales experience with a track record of top perfo
Do work that matters. At AlertMedia, we help organizations protect their people, operations, and brand. Our modern Risk Intelligence and Response platform empowers teams to detect emerging threats, assess impact, and respond with confidence. We believe building resilience should be simpler—and it starts with bringing critical information and workflows together in one unified platform. Our core values drive us in our important mission of keeping people safe & informed: We’re humans not robots Customers always come first We work better together Simplicity is our strength Our reputation is priceless Hard work pays off The Customer Success Specialist will take ownership of managing customer relationships, which we value above all else. This role will focus on emerging customers and partner closely with our Customer Support Team to foster success. In this key role, working closely with Customer Success, Customer Support, Marketing and Sales teams, they are responsible for driving engagement to support customer health, retention, and growth. The right candidate will be determined to achieve effective customer enablement, as well as the highest possible satisfaction rates across the accounts they manage. They will make sure customer needs are always met and problems are solved quickly. As one of the fastest growing software companies in the nation, we’re focused on finding the best talent and building the best team to continue accelerating our rapid growth to keep up with our demand! Who you are: You'd be excited to buy into our "customer love" mentality and are motivated by going above and beyond for the customers you serve. You are a team player, an individual contributor and have a roll-up-your-sleeves mentality when it comes to your customers and there is no task too big or too small to best support them. You enjoy building relationships, commun
About the Team OpenAI is building the next generation of advertising for an AI-powered world. As AI changes how people discover information, explore possibilities, and make decisions, we believe this presents a huge opportunity for small and medium-sized businesses to connect with customers in new ways. The SMB Ads Marketing team is building this opportunity from the ground up. We define how businesses discover OpenAI’s advertising platform, become successful advertisers, and grow their investment over time. Working closely with Product, Ads Engineering, Data Science, and Sales, we combine customer insight, rigorous experimentation, and fast execution to turn early opportunities into scalable growth. About the Role We are looking for an Audience & Content Growth Lead to build the global content and education programs that inspire, inform and engage SMB advertisers. This is a zero-to-one opportunity to shape how small businesses discover and understand advertising with OpenAI. You will turn customer needs, product capabilities and advertiser success stories into compelling content—from webinars and educational video series to case studies, industry-specific playbooks and creator-led programs. The role combines two areas of ownership: developing content specifically for SMB audiences and building effective ways to distribute it. You will lead programs directly while partnering with teams that own web, social, lifecycle marketing, growth and regional channels to reach the right audiences at scale. Success means building an engaged SMB audience and helping businesses move from awareness to understanding, confidence and action. In This Role, You Will Set the global SMB content strategy and editorial roadmap, grounded in customer needs, industry priorities, and advertiser maturity. Create compelling customer stories, case studies, vertical playbooks, guides, videos, and thought leadership that make advertising accessible and actionable. Launch repeatable education pro
About the Team OpenAI is building the next generation of advertising for an AI-powered world. As AI changes how people discover information, explore possibilities, and make decisions, we believe this presents a huge opportunity for small and medium-sized businesses to connect with customers in new ways. The SMB Ads Marketing team is building this opportunity from the ground up. We define how businesses discover OpenAI’s advertising platform, become successful advertisers, and grow their investment over time. Working closely with Product, Ads Engineering, Data Science, and Sales, we combine customer insight, rigorous experimentation, and fast execution to turn early opportunities into scalable growth. About the Role We are seeking a Lifecycle Marketing Manager to build, own, and lead lifecycle programs for SMB advertisers at OpenAI. This is a zero-to-one opportunity to establish the strategy and programs that guide businesses from initial interest and their first campaign to sustained success and growth. You will set the lifecycle strategy, own the program roadmap and performance goals, and lead delivery from customer insight and journey design through launch, measurement, and iteration. Combining behavioral insights, experimentation, and personalized engagement across email, product experiences, education, and other channels, you will build programs that scale with the business. Success requires independent judgment, analytical depth, cross-functional leadership, and hands-on execution. In This Role, You Will Own the lifecycle program portfolio across prospect conversion, activation, retention, repeat spend, reactivation, and expansion. Map advertiser journeys using cohort analysis, product behavior, campaign performance, and customer feedback to identify high-impact growth opportunities. Build segmented, triggered journeys that connect advertiser needs, intent, readiness, and behavior to relevant messages and next steps. Lead prospect nurture and email acquisition
About the Team OpenAI is building the next generation of advertising for an AI-powered world. As AI changes how people discover information, explore possibilities, and make decisions, we believe this presents a huge opportunity for small and medium-sized businesses to connect with customers in new ways. The SMB Ads Marketing team is building this opportunity from the ground up. We define how businesses discover OpenAI’s advertising platform, become successful advertisers, and grow their investment over time. Working closely with Product, Ads Engineering, Data Science, and Sales, we combine customer insight, rigorous experimentation, and fast execution to turn early opportunities into scalable growth. About the Role We are looking for a Scaled Programs Lead to build and scale global programs that engage SMB-focused agencies and other partners helping small and medium-sized businesses grow. This is a zero-to-one opportunity to shape how these audiences discover, understand and adopt OpenAI’s advertising solutions. You will develop programs that build awareness, recruit participants, strengthen their capabilities and help them bring the advertising opportunity to their SMB customers. Your remit will span audience segmentation, recruitment campaigns, education, certification, incentives and co-marketing. You will design and launch new programs, validate their impact and scale the approaches that deliver meaningful results. Working across Marketing, Partnerships, Sales, Product and Operations, you will combine strategic judgment with hands-on execution. As the programs grow, you will build and lead a team to expand them globally. In This Role, You Will Set the global program strategy for SMB-focused agencies and scaled partners, defining priority audiences, growth goals, and investment choices. Build awareness and recruit qualified participants through campaigns and outreach that demonstrate the value of OpenAI’s advertising solutions. Segment agencies and partners by ca
Who We Are About Stripe At Stripe, you have an unprecedented opportunity to put the global economy within everyone’s reach. Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. About The Team The Solutions Architecture Team partners with our users to realize their full potential through the adoption of prescriptive solutions that drive their growth and success. We work with C-level executives, finance leaders, product design and engineering teams at large global brands and platforms who are building financial services solutions with Stripe. We work closely with Account Executives, Professional Services, Customer Success Managers, Partners, Technical Account Managers and Product Teams to develop and execute on the account strategy for Stripe’s platform prospects. What You’ll Do As a member of the team, Solutions Architects/Presales Engineer build highly consultative trusted relationships with C-level executives and technical decision makers in the customer’s organization to provide business and technical thought leadership, and become a trusted advisor in solving mission-critical business challenges. We architect business models with them so they can drive new monetization opportunities and growth. Responsibilities Be a key member of the Platform account team with deep involvement in defining the customer strategy; Identify and close new complex opportunities, and accelerate solution adoption. Drive thought leadership and be a trusted advisor for key business and technical stakeholders including CIO, CTO, COO, CRO, CDO, Head of Product Engineering, and Head of Payments. Work to deeply understand the customer’s business objectives, and then design and apply
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