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Account Manager, Mid Market

Vena SolutionsToronto, Ontario, Canada | California, United StatesOnsite

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely.
#LI-REMOTEThe Account Manager acts as the primary point of contact for their portfolio of Vena customers and is responsible for strategically helping deliver an exceptional customer experience while driving net revenue growth through renewals, cross-selling, and upselling. As a key player in our growth strategy, Account Managers will build trusted multi-threaded relationships across multiple levels of the organization and operate as a conduit between Vena’s customers and Vena’s supporting teams to ensure satisfaction and value realization.

What you will do:


  • Customer Relationship Management: Build and nurture multi-threaded relationships with key stakeholders and decision-makers within customer organizations. Develop and execute account plans for growth potential accounts by conducting effective discovery sessions with customers to understand their top priorities and business challenges. Act as a trusted advisor by demonstrating how aligning their unique challenges to Vena’s platform capabilities can solve their business challenges and deliver measurable business outcomes.
  • Revenue Retention and Growth: Through territory planning, manage and own the net revenue growth strategy and execution for your assigned portfolio of accounts by driving the renewal and expansion/upsell strategy for your customer portfolio. Lead the quote to order process by preparing and presenting bespoke pricing proposals and facilitating the contract creation and execution process. You will maintain an accurate forecast on a weekly basis to consistently meet and exceed annual revenue targets. Actively manage both expansion sales and renewal cycles, leveraging workback plans and/or mutual close plans as needed, to secure opportunities in a predictable manner. Address SLA, security/compliance requests, invoice collections issues and/or other commercial terms as needed to support Vena’s revenue goals.
  • Customer Health: Utilize data-driven insights by leveraging technology and reporting, to monitor account health, identify and track renewal and expansion opportunities and report on key performance metrics. Collaborate with Vena’s Customer Success team and cross-functional partners to proactively address any potential churn risks, ensuring customer satisfaction and value realization are consistently achieved.
  • Collaboration with Internal Teams: Partner with cross functional departments who support delivering an exceptional customer experience including Solutions, Customer Success, Professional Services, Application Support, Marketing, Product and Technology, Finance and Operations to proactively address any potential churn risks, ensuring customer satisfaction and retention with a focus on net revenue growth.
  • Enablement: Have a growth mindset by participating in ongoing learning and development training and contribute to internal enablement initiatives aimed at improving team efficiency and overall productivity.
  • Other duties, as assigned.

Does this sound like you?


  • 3+ years of proven and consistent success managing the retention and growth strategy of an established client base or equivalent experience working directly in Sales, FP&A or corporate finance with a track record of exceeding targets and performance goals.
  • Experience driving adoption and change management within tech organizations. You will ideally have applicable experience in “sell to a Finance audience” and Finance Process and Accounting expertise/knowledge.
  • Drive performance through creativity, lead-by-example leadership, compelling communication and inspiration. You will have excellent presentation and communication skills with the ability to build initial and sustained relationships with senior management and C-suite Finance stakeholders.
  • High level of organization in your workflows. You understand how to be responsible for a client portfolio and how to prioritize your time.
  • Proven reputation as an account management professional who exemplifies Vena’s values.
  • A growth mindset where you are committed to your own personal and professional development including the growth of those surrounding you.
  • Team player who can also thrive in self-managed and independent environments

Life at Vena Solutions

Vena Solutions is intuitive budgeting, planning and revenue forecasting software for medium to large sized organizations. Vena embraces Microsoft® Excel® and turns it into an enterprise cloud solution with a centralized database, sophisticated workflow, powerful reporting and advanced analytics. Unlike traditional software that replaces Excel with rigid, hard-to-use applications with a steep learning curve, Vena is the easiest way for finance and sales professionals to get trusted numbers and insights – fast. Visit us on Twitter: www.twitter.com/venasolutions and Facebook: https://www.facebook.com/venasolutions
Thrive Here & What We Value1. Developer-focused team culture encourages self-motivation and self-direction2. Values leadership and passionate individuals who take ownership in product development within the growing business space3. Embraces continuous integration with automated testing4. Offers flexible work options, including full-time or remote positions in Canada5. Collaborates across Vena organization for cross-functional alignment6. Drives performance targets through quarterly and annual revenue generation, pipeline build, and customer success efforts7. Customer-centric core values with a focus on building a winning culture8. Promotes continuous learning and growth within an amazing team environment9. Advocates for customers in a fast-paced, successful business setting10. Encourages storytelling to share customer experiences across teams
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