Account Manager - Boca Raton, FL (In-Office)
Yesware (Vendasta)
Account Manager I
Boca Raton, Florida - USA (In-Office)
Are you energized by helping small businesses grow through meaningful digital solutions? Do you thrive in a fast-paced sales environment where your ability to build relationships and identify growth opportunities directly impacts revenue? We're looking for an Account Manager to join our Direct Sales team and drive success for our SMB clients through strategic onboarding, client enablement, and smart digital adoption.
About the Job
As an Account Manager in our Direct Sales team, you'll be a trusted advisor to a growing portfolio of small and medium-sized businesses (SMBs), helping them adopt digital tools, improve retention, and unlock new growth. You'll own the onboarding experience, lead performance reviews, and play a critical role in helping clients transition to Vendasta's platform and services, especially as part of our Partner Take Over strategy. This is a role for someone who's passionate about consultative selling, has high attention to detail, and thrives on building strong client relationships that drive real business outcomes.
Your Impact
As an Account Manager, you'll work with our Direct Sales team, Account Executives, and cross-functional partners to:
- Conduct 12 to 16 strategic sales or success calls daily, including onboarding, check-ins, and business reviews
- Lead SMB onboarding and ensure full platform adoption within the first 60 days
- Identify upsell opportunities in your book of business and route them to the Account Executive team
- Execute on "Partner Take Over" transitions by onboarding acquired SMB clients and ensuring successful migration to the Broadly brand
- Maintain strong retention, drive platform engagement, and support revenue growth through regular client enablement and follow-up
- Leverage AI tools to enhance prep, communication, and documentation across the sales process
- Collaborate with Regional Account Managers and travel as needed to support in-market client engagements
What You Bring to the Table
- 3+ years of B2B sales or client-facing experience, ideally in a high-velocity or SMB-focused environment
- Proven track record of managing a book of business and driving client retention, platform adoption, and revenue growth
- Strong consultative selling skills, with experience leading onboarding, check-ins, and strategic business reviews
- Proficiency using CRM tools like Salesforce, HubSpot, or Outreach to manage pipeline and document client activity
- Comfortable leveraging AI-enabled tools (e.g., email generators, call summaries, auto-research) to increase efficiency and personalization
- Excellent communication and relationship-building skills, able to quickly build rapport and influence decision-makers
- Highly organized and self-motivated, with the ability to manage a large volume of daily interactions in a performance-driven environment
- Adaptable and quick to learn new products, sales tactics, and market changes
- Experience with digital marketing platforms (e.g., Google Ads, Meta) is an asset
- Willingness to travel domestically and internationally for in-market meetings with high-value clients
About Vendasta
We're on a mission to build the most trusted AI-powered platform for small businesses and the partners who support them. At Vendasta, You'll be part of something ambitious: helping bring AI transformation to local businesses at scale. As a team member, You'll enjoy:
Competitive health benefits, flex time, and annual work-from-anywhere options Equity opportunities and a chance to directly shape our AI future A vibrant workplace culture that embraces experimentation, thought leadership, and continuous learning A place where building AI isn't just a buzzword, it's the core of everything we do
Perks
Join the Vendasta family, where your growth, adaptability, and long-term career trajectory are our top priorities. We're building for a rapidly changing, AI-powered world, and we're committed to helping our people learn, evolve, and lead through it. At Vendasta, you'll work alongside driven, curious teammates in a culture rooted in Drive, Innovation, Respect, and Agility, solving meaningful problems that shape the future of local business. We invest deeply in your development through continuous learning opportunities, hands-on exposure to emerging technologies, in-house training, education reimbursement, and leadership development programs designed to help you grow as the world evolves. Our Employee Options Program ensures you can share in the impact you help create. We support this growth with flexibility, wellness benefits, and an environment that trusts you to do your best work - whether that's learning something new, taking on bigger challenges, or building the next chapter of your career. At Vendasta, you're not just keeping up with change. You're growing with it.
Equal Opportunity Employer
We are proud to be an equal opportunity employer. Vendasta promotes diversity and inclusivity in all forms, which helps to shape our company culture and industry leading products. Vendasta provides equal employment opportunities (EEO) to all employees and job applicants without regard to race, color, religion, national origin, sex, gender identity, sexual orientation, disability, age, or any other characteristic protected by applicable laws. We are committed to providing a diverse and inclusive workplace for all employees, and we proudly support the Crown Act.
Please note that all applicants are subject to background checks prior to hire, and are required to provide proof of employment eligibility upon hire. The Company may utilize e-verify.
Help us lead the AI revolution from right here in Boca Raton.
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