AccountDevelopmentPartner

WHO WE ARE: Atomic https://atomic.financial/ is building a more connected financial landscape that enables consumers to connect their payroll and financial data to services that will better their financial lives. At Atomic we're focused on building an incredible business while also having a huge social impact. We work with 8 of the top 10 financial institutions and 13 of the top 20 neobanks in the country to deliver exceptional user experiences and help people manage their money. ROLE SUMMARY The Account Development Partner is an embedded member of a sales pod who partners directly with the Account Executive (AE) to drive pipeline creation and account growth. This role is responsible for generating qualified meetings and opportunities through outbound prospecting for net-new logos, expanding stakeholder coverage and uncovering cross-sell opportunities within existing customer accounts, and operational support of the pod’s execution cadence by coordinating Monthly/Quarterly Business Reviews (MBRs/QBRs), gathering inputs from internal teams, and managing follow-ups and action tracking. Account contact expansion (within customers) - Build and maintain org charts for strategic accounts (new stakeholders, champions, influencers, etc). - Partner with AE to identify cross-sell entry points by persona, department, & use case. - Create targeted contact lists and engagement strategies aligned to overall account strategy. - Maintain clean CRM account/contact data and relationship intelligence. Meeting generation and pipeline support - Run outbound sequences into new personas / departments within existing accounts. - Set introductory meetings/discovery sessions for the assigned account executive. - Manage inbound expansion signals to the AE and coordinate next steps. Monthly Business Review (MBR/QBR) management - Own the MBR cadence: scheduling, agendas, preparation, follow-ups, and action tracking. - Gather inputs from Sales, Product, and Support (examples: usage, roadmap, ope