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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management and software sales within the fintech and payments sectors, focusing on driving product adoption and revenue growth through strategic upselling and cross-selling. Possesses strong analytical skills and the ability to build trusted relationships with senior stakeholders while effectively collaborating across functions.
Highest-signal resume keywords
Account ManagementSalesforce CRM ExperienceValue-Based Solution SellingFinancial Technology ExpertiseAnalytical Problem-Solving
About the role
Key responsibilities & impact- Own a portfolio of approximately 200 US-based small and medium-sized business accounts, including businesses operating across multiple countries
- Build trusted relationships with founders, CFOs, CEOs, and other senior stakeholders
- Help customers achieve their goals and obtain more value from Airwallex's global financial platform
- Drive product adoption
- Identify high-impact upsell and cross-sell opportunities using customer insight, product knowledge, usage data, and account signals
- Expand customers' use of Airwallex solutions, including FX, Cards, Online Payments, and other products supporting financial workflows
- Partner with Account Executives, Customer Success, Strategy and Operations, Marketing, Product, Risk, Support, and other internal teams
- Resolve customer challenges and improve the client experience
- Act as the voice of the customer by sharing emerging needs, product feedback, and operational issues
- Improve Airwallex's products and processes
Requirements
What you’ll need- 4+ years of account management or software sales experience in technology, SaaS, fintech, payments, or a related industry
- Strong sales skills, including value-based solution selling and commercial judgment
- Ability to navigate complex sales cycles
- Demonstrated success managing a substantial book of business and driving revenue growth through account expansion, upselling, cross-selling, or product adoption
- Strong communication and relationship-building skills
- Ability to build trust and present effectively to CFOs, CEOs, and other senior stakeholders
- Experience using Salesforce or another CRM
- Experience using spreadsheets, dashboards, or similar tools to organize account data, prioritize opportunities, and manage customer activity
- Bachelor's degree or equivalent professional experience
- Preferred: experience in fintech, payments, financial services, API sales, or technology serving merchants and internationally operating businesses
- Preferred: experience acting as a strategic payments or financial technology advisor
- Strong analytical and problem-solving skills
- Organized and methodical approach to managing a high-volume portfolio
- Ability to work with ownership, curiosity, and a customer-first mindset in a fast-paced, high-growth environment
- Ability to collaborate across functions
- Track record of hitting targets and motivation by stretch goals
- Ability to make decisions with incomplete information
- Ability to communicate clearly and directly across cultures
- Ability to connect dots across functions while maintaining attention to detail
Benefits
Comp & perks- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Short-term disability
- Long-term disability
- Basic life insurance
- Well-being benefits
- 20 paid days of vacation
- 12 paid days of company holidays
- Paid annual leave and public holidays according to statutory minimums
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ExpansionUpsellingCross-SellingProduct AdoptionSales StrategyData AnalysisPortfolio ManagementRevenue GrowthCustomer InsightCommercial Judgment
Soft Skills
Relationship BuildingCommunication SkillsOrganizational SkillsCuriosityCustomer-First Mindset
Tools & Technologies
SalesforceSpreadsheetsDashboardsFinancial WorkflowsOnline Payments
Industry Keywords
FintechPaymentsSaaSFinancial ServicesAPI Sales