Senior Account Manager
WFA Digital Insight
Tapcheck’s Senior Account Manager sits at the commercial heart of a fast‑moving fintech platform that lets employees cash out earnings on demand. The role isn’t just about keeping the lights on; it demands ownership of the entire renewal cycle, from pricing negotiations to multi‑year contract adoption, while actively hunting upsell and cross‑sell opportunities. What sets this position apart is the direct partnership with Customer Success to turn adoption signals into measurable revenue growth, and the mandate to steer executive‑level business reviews that tie product value to ROI. Candidates should be comfortable navigating high‑stakes churn scenarios, crafting strategic growth plans, and acting as the customer’s voice inside a cross‑functional organization.
Job Description
About the Job
The Senior Account Manager is the commercial owner of the customer relationship — responsible for driving retention, renewals, and revenue expansion across an assigned portfolio. You will partner closely with Customer Success to maximize Net Revenue Retention (NRR), accelerate multi-year contract adoption, and build the kind of long-term customer relationships that become a competitive advantage.
This role is built for a proactive operator with an ownership mentality. You're comfortable leading executive-level negotiations, navigating difficult renewal conversations, and identifying strategic growth opportunities before they're obvious. If you thrive in high-accountability, high-growth environments — this is the role.
This role offers both a remote and hybrid option. Employees located within 30 miles of Plano TX, are required to be in-office Tuesday through Thursday each week.
If remote, Ideally, candidates will sit in the following states: AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MI, MA, MO, NC, NH, NJ, NV, NY, PA, OR, OH, RI, SC, TX, UT, VA, WA, WI.
What You'll Do
Commercial Ownership
Own retention strategy, expansion revenue, and renewal outcomes across your assigned account portfolio
Lead pricing, packaging, contract, and negotiation conversations with customers
Drive multi-year contract adoption and renewal predictability
Maintain accurate renewal and expansion forecasting in Salesforce
Expansion & Growth
Identify and execute upsell and cross-sell opportunities within existing accounts
Build and manage an expansion pipeline across your book of business
Partner with Customer Success to convert adoption signals into revenue growth
Identify whitespace opportunities and develop strategic account growth plans
Risk Management
Engage proactively in churn-risk scenarios and lead commercial save strategies
Lead recovery conversations with at-risk customers, centered on business value and partnership
Develop and execute retention plans for high-risk accounts
Executive Relationship Management
Build trusted relationships with decision-makers and executive stakeholders across your portfolio
Lead Executive Business Reviews (EBRs) and strategic account planning sessions
Drive business-focused customer conversations centered on ROI and long-term partnership
Cross-Functional Partnership
Collaborate with Customer Success, Support, Product, Operations, and Leadership teams to improve customer outcomes
Act as the commercial voice of the customer internally — bringing market feedback and customer insights to cross-functional partners
What You've Done
Required
Spent 5–10+ years in SaaS Account Management, Customer Growth, Renewals, or Strategic Accounts
Carried and consistently achieved a retention and/or expansion quota
Managed a complex renewal cycle end-to-end, including pricing conversations, multi-year structuring, and contract negotiations
Driven measurable NRR improvement and maintained disciplined forecast accuracy
Led executive-level customer conversations focused on ROI, business outcomes, and strategic partnership
Built and managed an expansion pipeline within existing accounts
Operated with a high degree of ownership in a fast-paced, high-growth SaaS environment
Preferred
Worked in Fintech, HRTech, Payroll, Benefits, or a PE-backed SaaS environment
Navigated segmented account models with clear ownership across CSM and AM functions
Used Salesforce and CS platforms such as Gainsight, ChurnZero, or Catalyst
Balanced customer empathy with commercial outcomes in high-stakes situations
About Tapcheck
Tapcheck is a digital platform offering an easy and convenient way to access on-demand earnings early. Available at no cost to employers, our app-based on-demand pay solution helps relieve the financial stress that many employees experience on a daily basis.
The Tapcheck team is passionate about our mission to improve financial wellness and boost business productivity. By giving workers the ability to transfer wages they've earned directly to their bank account or pay card without waiting for payday, Tapcheck eliminates the need for high-interest payday loans or employer-funded cash advances.
How We Get Things Done
Our core values act as a steadfast guide, directing our decisions and anchoring our actions. We consider these values non-negotiable, especially when it comes to our hiring process.
Humility: We believe in the power of humility. We value team players who are down-to-earth, respectful, and open to learning from others. Our employees approach challenges with a positive attitude, acknowledging their strengths and weaknesses while celebrating the achievements of their colleagues.
Grit: We admire individuals with grit – those who demonstrate unwavering determination and resilience in the face of obstacles. At Tapcheck, we take pride in overcoming challenges together, pushing the boundaries of what is possible, and embracing failure as an opportunity for growth.
Raising the Bar: Continuous improvement is at the heart of our culture. We are committed to setting high standards and pushing ourselves to exceed them. We seek employees who are innovative and strive for excellence, constantly seeking ways to enhance our products, services, and processes.
Striving for Growth: We foster an environment that encourages personal and professional development. Our employees are driven to learn, grow, and adapt to new circumstances. We support individuals who take initiative, seek out new challenges, and actively contribute to their own growth and the growth of the company.
Why Join Tapcheck?
Mission that matters. We're changing how Americans access their pay — giving workers financial flexibility without the debt trap of payday loans.
Flexible PTO. No accrual caps, no counting days. Take the time you need.
10 paid holidays. Including both Christmas Eve and New Year's Eve.
Comprehensive health coverage. Medical through Blue Cross Blue Shield of Texas (PPO and HDHP options, HSA-eligible with employer contribution), plus dental and vision through MetLife.
FSA, Basic Life/AD&D, and an Employee Assistance Program (EAP).
401(k) with a 100% match up to 3% of your salary. Through Mutual of America. Eligible after 90 days.
A team that lives its values. Humility, grit, and a genuine drive to raise the bar — every day.
Compensation
Compensation at Tapcheck is competitive and benchmarked to your role and the market. We're committed to a total rewards package that reflects your impact. Full details are shared as part of our hiring process.
Equal Employment Opportunity Policy
Tapcheck, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
How to Stand Out
- Highlight concrete examples where you closed multi‑year SaaS contracts or turned at‑risk accounts into renewals; quantifiable outcomes resonate with interviewers.
- Prepare a brief case study showing how you used Salesforce to build an expansion pipeline and forecast renewals with accuracy.
- Demonstrate familiarity with fintech or payroll solutions; even a short discussion of industry‑specific pain points shows relevance.
- Practice executive‑level storytelling: frame past successes in terms of ROI, business outcomes, and strategic partnership.
- When negotiating compensation, reference the equity component and remote‑work stipend as part of the total package.
- Watch for any vague language around “hybrid” expectations; clarify office attendance requirements early to ensure fit.
This is a remote position listed on WFA Digital, the platform for professionals who work from anywhere. Browse more remote jobs across all categories.