Offer summary

Qualifications:

Bachelor's degree preferred or equivalent relevant experience, 3+ years of experience in sales or account management, ideally in financial services or retail, Proven track record of driving revenue growth and exceeding sales targets, Strong relationship-building and communication skills, with proficiency in CRM systems like Salesforce..

Key responsabilities:

Develop and maintain strong relationships with key stakeholders across assigned accounts

Achieve or exceed sales goals by identifying growth opportunities within existing accounts

Conduct regular client meetings to deliver tailored sales and training presentations

Utilize data analytics tools to monitor account performance and develop actionable insights.

Job description

At Koalafi, we believe in a world where no one has to put an important purchase on hold. That’s why we’re making it easier for more people to pay for big purchases over time.

Over 17,000 retailers rely on us to match their customers to a payment plan clearly and quickly, all while reflecting well on their brand. Their 2M+ customers love us because we provide a flexible way for them to make payments, and give them an opportunity to improve their credit. Our 200+ Koalafi teammates enjoy inspiring and challenging work that accelerates their careers.

Interested in learning more about how we’re transforming the financing experience and joining our team?

What You’ll Do

As the Outside Strategic Account Manager, you will play a critical role in fostering and expanding relationships with our mid-market strategic accounts within a designated geographical territory. Your primary objective will be to drive customer satisfaction, product adoption, and revenue growth through proactive account management and strategic engagement. You will serve as the primary point of contact for assigned clients, ensuring their needs are met and identifying opportunities to enhance their business performance through our financial solutions. This role requires up to 75% travel.

Strategic Account Management: Develop and maintain strong, trusted relationships with key stakeholders across assigned accounts, understanding their business objectives and challenges
Revenue Growth & Retention: Achieve or exceed established sales goals and key performance indicators (KPIs) by identifying and capitalizing on growth opportunities within existing accounts
Client Engagement & Communication: Conduct regular client meetings (both in-person and virtual) to deliver tailored sales and training presentations, ensuring optimal product utilization and satisfaction
Performance Analysis & Reporting: Utilize Salesforce CRM and other data analytics tools to monitor account performance, identify trends, and develop actionable insights to drive strategic initiatives
Action Planning & Execution: Develop and implement comprehensive account plans ("playbooks") to maximize product adoption and achieve client success, providing regular progress updates to the Regional Sales Director
Client Advocacy & Problem Resolution: Serve as a proactive liaison between clients and internal teams, addressing inquiries, resolving issues, and advocating for client needs to ensure a seamless experience
Territory Management & Optimization: Efficiently manage a designated geographical territory, conducting regular client visits and maintaining a high volume of meaningful touchpoints (e.g., 120+ monthly)
Market Intelligence & Feedback: Gather and relay valuable customer feedback and market intelligence to inform product development and strategic decision-making

About You

Bachelor's degree preferred, or equivalent relevant experience
3+ years of experience in sales or account management, ideally within the financial services or retail sector
Proven track record of driving revenue growth and exceeding sales targets within existing accounts
Strong relationship-building and communication skills, with the ability to effectively present to and influence key stakeholders
Proficiency in utilizing CRM systems (Salesforce preferred) for account management and reporting
Excellent analytical and problem-solving skills, with the ability to interpret data and develop strategic recommendations
Demonstrated ability to work independently, manage multiple priorities, and thrive in a fast-paced environment
Valid driver's license and reliable transportation, with the ability to travel up to 50% within the assigned territory

Salary Range: $60,000 per year (depending on experience and location)
Additional Compensation: This position is eligible to participate in company bonus and/or commission plan.

The final salary offer will depend on factors including, but not limited to, experience, skills, and geographic location. The actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate’s offer letter.

Why choose Koalafi: A career at Koalafi means opportunities to tackle exciting challenges every single day. We take pride in a culture of innovation, trust, and ownership. You'll get outside your comfort zone, build meaningful relationships, and most of all, take charge of projects that ultimately help people get the things they need most.

Who we are & what we value:

We focus on what’s most important
We set clear expectations and deliver
We embrace challenges to reach our full potential
We ask, “How can this be better?”
We move fast together

Benefits:

At Koalafi, you will have a direct impact on our products and help shape the company’s success. We offer competitive compensation & benefits packages to keep you at your best: