Account Manager

Account Managers are critical for customer retention and happiness. We are the real, live humans on the other side of the screen. Experts in the product and exceptional in sensitive and skillful communication. Our approach is to serve the customer by providing the knowledge and assistance they need to achieve their individual goals.

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Hi, we're Webconnex!

We are an ambitious team of passion driven people. We love to make software but our true priority is our intentional company culture. Headquartered in Sacramento, California, with employees all over the country, we believe a team performs best when individuals are empowered, honored, and trusted.

Our team is comprised of smart, passionate, and humble people who love what they do. The results speak for themselves. We currently have over 60,000 customers who have processed over $3 billion dollars for their events and fundraising. If you want to join a talented team doing big things, you’ve found the right place.  We hope you apply!








This role is based in Sacramento, California at our headquarters in Old Sacramento.

But we can assure you, Sacramento won't be the only place you'll work.

We host frequent trips during the year to bring our whole team together for extended periods of face-to-face time to build deeper relationships.  Some examples of trips include our domestic excursions to San Diego, Newport Beach, and Lake Tahoe. Along with international trips to Costa Rica, Belize, and the Dominican Republic.

About the job

As an Account Manager, you are responsible for growing and nurturing a segment of customers that are of strategic importance to the company.

By building a deep knowledge of  and relationship with your customer segment, you will develop creative strategies to help your customers overcome challenges, save time, increase revenue and maximize the value they are receiving from our products and team year over year.

Salary & Benefits

  • $55,000 - $85,000 annually. Opportunity for growth and bonuses.
  • 401k with company match and equity pool opportunities
  • Blue Shield health care package, vision plan, and health savings account (HSA)
  • Dependent Care Flexible Spending Account (DCFSA)
  • Benevolence Fund for larger medical expenses
  • $1,200 annual mental health benefit
  • Connection Credits for team experiences
  • Participation in 3 company trips (including tropical summer experience with company & families)
  • 10 vacation days (15 vacation days after 2 years), 5 sick days, 1 floating holiday, and 2 personal days

Essential functions & expectations

  • Creative problem solver
  • An expert in our products
  • Build referrals
  • Implement integrations
  • Help re-onboard customers as you see fit
  • Communicate in an emotionally intelligent and tactful way (GREAT Conversations)
  • Problem solve and negotiate
  • Stay up-to-date on latest software advancements and changes
  • Help customers in a way that makes them feel valued, prioritized and safe


Point Person
You will serve as the primary and consistent point person for your customer segment. Knowing they have a trusted advisor who is in their corner, an expert in their account and our products and whom they can look to for guidance and support will provide great peace of mind.
Host strategy meetings
Schedule and conduct regular calls/screenshares with customers to advance the relationship and review their account to assure they are setup for success and realizing the most value possible.
promote & upsell
Keep your customers up-to-date when new features are released and help to onboard them when you see fit. Grow revenue within existing accounts by identifying new sales opportunities and successfully helping the customer realize the value.
Know when and what your customers are in need of and assure any necessary deadlines are met.
You will have dedicated team members who you will collaborate with to provide the best support and strategy to your customers. You will help lead that team and coordinate strategies with them.


  • Experience in sales and providing solutions based on customer needs
  • Great presentation and communication skills along with high confidence in engaging with decision makers
  • Proven ability to juggle multiple projects at a time while maintaining a sharp attention to detail
  • Great organizational and time management skills along with reliable follow up skills
  • Positive, can-do attitude that is ready and willing to do what it takes to overcome obstacle
  • High emotional intelligence to be able to read the customer and identify any perceived needs or concerns


Nurturing your customers in a way that ensures they happily stay with us year after year and do not turn to the competition or an alternative solution.
Increase the amount of revenue your customer segment is bringing in by gaining referrals and by helping customers maximize use of our product offerings.
What customers are saying about their experience working with you and how educated and supported they felt.

Required learning

Never Split the Difference
by Chris Voss
by Clayton Christiensen
by Chip Heath