Bottomline
business payments and cash management
OnboardingAccountManager
“Onboarding Account Manager at Bottomline. Skills: Client Onboarding Management, Project Coordination, Stakeholder Alignment. Own the onboarding process for new clients, including developing program strategies, meeting initial success milestones, and launching the first vendor enrollment campaign.. Participate in weekly client touchpoints to drive alignment with Paymode’s core model and strategic levers of adoption.”
What You'll Achieve.
meeting initial success milestones; launching the first vendor enrollment campaign; Ensure timely achievement of internal and client project deliverables, including go-live and campaign launch.; maximize value realization; drive clients to strategic objectives; Client goal achievement KPI's
Industry & Context.
Analytical mindset with a proactive approach to identifying and resolving challenges.; resolve bottlenecks
What They're Looking For.
Must Have
5+ years of experience in Client facing roles within sales, client success, account management, or professional services in an enterprise SaaS company., 3+ years of experience within a SaaS or payments business, preferably in FinTech/Services, Experience developing relationships and influencing C-Suite decision makers., Experience building and executing success plans that drive clients to strategic objectives., Process orientation, with a keen focus on Client goal achievement KPI's., Rigorous attention to detail within CRM applications including activity, health and success plans, and opportunity tracking., Proven ability to effectively engage with and navigate across corporate functions and the C Suite., Detailed-oriented, organized with effective time management skills., Listening well, exceptional interpersonal skills and excellent written, presentation and verbal communication skills., Always positive, driven to excel, takes ownership, works collaboratively., Bachelor’s Degree or higher, with a business or technical focus preferred
Nice to Have
Familiarity with ERP systems, file-based integration methods, and automation solutions is a plus.
What You'll Do.
Own the onboarding process for new clients
including developing program strategies
meeting initial success milestones
and launching the first vendor enrollment campaign.
Participate in weekly client touchpoints to drive alignment with Paymode’s core model and strategic levers of adoption.
Oversee and document OAM implementation tasks throughout the project lifecycle.
Ensure timely achievement of internal and client project deliverables
including go-live and campaign launch.
Collaborate with internal and client teams to resolve bottlenecks and minimize delays.
Maintain alignment across client stakeholders with Paymode’s campaign methodology.
Educate clients on automation opportunities and program adoption levers to maximize value realization.
Prepare detailed handoff documentation
outlining key stakeholders
and onboarding outcomes.
Coordinate transitions to Account Managers
including introductions during Implementation handoff meetings.
Update Salesforce and other business systems in a timely
Identify process improvement opportunities to enhance the client onboarding experience.
How You'll Work.
Team & Collaboration
Collaborate with internal and client teams to resolve bottlenecks and minimize delays.; Work collaboratively with Implementation Project Managers and Account Managers to ensure smooth transitions and high client satisfaction.; Proven ability to work cross-functionally with implementation teams, account managers, and other internal stakeholders.
Communication Scope
Excellent written and verbal communication skills to clearly convey processes, timelines, and value propositions.; excellent written, presentation and verbal communication skills.
Process & Methodology
organizational skills with the ability to manage multiple implementations simultaneously, adhering to strict timelines., Project Coordination, Oversee and document OAM implementation tasks throughout the project lifecycle., Ensure timely achievement of internal and client project deliverables, including go-live and campaign launch.
Applying for this Onboarding Account Manager role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Greenhouse
- Create a Greenhouse profile before applying — it saves time across multiple applications.
- Upload your resume as a PDF; the parser handles it better than Word.
- Answer all knockout questions carefully — wrong answers auto-reject before a human sees you.
- Enable email notifications to track application status in real time.
ANONYMOUS · UNFILTERED
What do employees actually say about Bottomline?
Real rants from real employees. Read before you apply.