Account Manager

At Budgetly we’re focused on helping companies empower their employees and create a trust culture. Our products help finance teams go paperless and capture expenses as they happen, giving employees the power to make purchases when, where, and how they need to. We are a team of experienced entrepreneurs and operators that have built rapid-growth products and SaaS companies, and together we believe in helping companies create a great employee experience.

You’ll join Budgetly as our first Account Manager as part of the Growth team. Reporting into VP of Growth you’ll help us establish our processes, iterating and learning as we scale. The role helps new customers in getting their business optimally set up on the platform, trained on its use, and ensures their journey to upgrade to the best package for them is as easy and simple as possible. As we grow this role will have the opportunity to grow into a Team Lead role and build the Account Management team. 

Some of the main responsibilities you’ll have:

• Manage post-sales process for customers using strong product knowledge, relationship-building, and project management skills
• Act as a trusted advisor for new customers by guiding them through the implementation and adoption of the product 
• Provide customer training through the onboarding process and maintain training documentation 
• Take ownership of a portfolio of existing clients, and successfully upsell, cross-sell and expand the business in your portfolio
• Work across a large number of accounts and prioritise where opportunities exist
• Collaborate with the Account Executives (Sales) during the customer’s transition to the post-sales team

• Experience in an Account Management role, ideally in a similar SaaS or technology business
• Experience using a CRM to manage the onboarding/implementation process, ideally Hubspot
• Can demonstrate a track record in managing sales pipelines and delivering predictable results
• Ability to communicate complex ideas in ways that are easy to understand 
• Empathic, emotionally intelligent, and driven to provide an outstanding customer experience
• Strong project management skills with high attention to detail
• Ability to prioritise, and manage time effectively and independently 
• Proactive, driven, and self-motivated, able to embrace change in a fast paced evolving environment
• You believe in our mission and our values resonate with you

Working at Budgetly

Our culture is guided by trust, respect, ownership and collaboration. Our four core values - Embrace Change, Carte Blanche, Find Wisdom in Data, and We All ‘Own It’- are key to who we are and are woven into everything we do, from how we hire to how we recognise our team members.

We offer benefits like 5 weeks holiday and fully remote working, but what makes us truly different is that we are Australia’s first inclusive-growth startup. We believe that we don’t have to choose between people and profits, so we’re truly ‘in it together’ with 25% of Budgetly owned by our employees. 

More about us 

Budgetly is a fast-growing Australian based fintech start-up that operates on a fully remote basis, with staff currently in NSW, VIC, QLD, WA and Europe. Employee cards and corporate travel platforms have been enthusiastically adopted by professional businesses across Europe and the US, and Budgetly is the first solution built in Australia specifically for small-to-medium businesses to automate and manage their expenses differently. 

To learn more about us and our products, please visit budgetly.com.au. 

How to apply?

To start your application with us, please submit your CV and a cover letter and we’ll be in touch as soon as we can. If you have any questions please contact us on careers at budgetly.com.au

Budgetly is dedicated to attracting, retaining and developing our people regardless of gender identity, ethnicity, sexual orientation, disability and age. Applications are encouraged from all sectors of the community and we strongly encourage applications from the Aboriginal and/or Torres Strait Islander community.