About us
At WorkFusion, we're building software products that are changing the world & transforming the workplace, for the better. Our technology automates data intensive repetitive work so people can be freed from the mundane to pursue the meaningful, while companies can grow further & customers can be served faster & better.
WorkFusion is widely recognized as the world leader in intelligent process automation with its Intelligent Automation Cloud which combines RPA, machine learning & work analytics in one unrivaled platform that is easy to deploy & unlimited to scale. We compete in the fastest growing segment in software & are growing at record pace with customers spanning the globe. Our headquarters are in New York City (on Wall Street) with operations all over the world.
Our teams are dedicated to building & marketing AI-powered software for all business types, ranging from high growth startups to large enterprises with particular focus on banking, insurance, healthcare, retail, consumer products, energy, high-tech & transportation.
Position
WorkFusion's Account Executive is a strategic, results-oriented leader who is responsible for the entire customer lifecycle from investment to implementation, ROI through automation maturity. As a trusted advisor, the Account Executive builds strong partnerships within the customer organization to drive adoption of our solutions, & to maximum the return on investment. The Account Executive is ultimately responsible for the health of the customer, including generating sales, increasing revenue, uncovering new opportunities & guaranteeing renewals
Key responsibilities
Customer Partnership
Build & maintain a trusted advisor relationship with customer stakeholders & executive sponsors by providing actionable insights that enable them to capture the full value from WorkFusion products
Foster innovation sharing best practices & new ways customers can mature in their automation journey & leverage WorkFusion solutions
Provide continuous analysis of customers' needs & promote upgrades and/or additional features to meet their requirements
Be the voice of the customer internally at WorkFusion- sharing process improvements & asks back into the internal ecosystem
Ensure client satisfaction & engagement
Identify Customer risk & work with extended WorkFusion team to create & execute on get well plans
Identify & recommend training for customers in order to advance the adoption/establishment of an automation COE
Lead development & delivery of structured, metrics-driven quarterly business reviews
Travel up to 50% domestically and/or internationally as needed
Business & Financial
Drive all financial aspects of the account, including P&L, forecasting, & leakage mitigation, towards designated targets
Drive WorkFusion platform adoption & in-turn incremental revenue through increased use
Collaborate in the negotiation, drafting & execution of SOWs, ELAs & other contractual agreements with customers
Ensure security compliance is understood & practiced by WorkFusion, partners & other contractors (including GDPR & other applicable privacy regulations)
Cross-functional team leadership
Effectively network within accounts in order to achieve successful execution of the customer's strategy & roadmap
Supervise the timely & successful delivery of our solutions according to customer needs & objectives by coordinating with program management & delivery teams
Evaluate, coordinate, onboard & engage partner suppliers involved in WorkFusion implementation & delivery
Gather product & service feedback for use by other team members & inform the WorkFusion product roadmap
Communicate policies & oversee compliance in areas such as privacy, information security, & license usage
Program Management (as & when needed)
Develop customer governance model that aligns objectives to initiatives while ensuring customer success
Together with the customer develop a program roadmap that clearly articulates success criteria
Facilitate overall execution of program & value delivery
Proactively track & report on all initiatives that make up the program
Facilitate the creation of a program roadmap, in close collaboration with the Customer & other relevant stakeholders
Facilitate the creation of project/program documentation
Minimum Qualifications/Experience
Minimum of 8+ years of experience as an Account Mgr; BA/BS degree or equivalent required, MBA preferred
Strong analytical & problem-solving skills
Strong communication & interpersonal skills, with the ability to effectively navigate & mediate conflict & foster joint partnership
Demonstrated experience in delivering customer success
Self-motivated, team-oriented, very responsible, & focused on exceeding client expectations
Ability to prioritize, multi-task, & perform effectively under pressure
Preferred Qualifications/Experience
Experience as an Account Manager working in a Software/Solutions environment preferred
Experience in a consulting environment
Familiarity with RPA/ML Software
High degree of Emotional Intelligence (EQ)
Skilled at Program Management, helping to effectively drive change across groups by engaging key stakeholders
Proven effectiveness at leading & facilitating executive meetings & workshops
Proven experience with account planning & customer success plans
Demonstrated ability to communicate, present, & influence at all levels of the organization, including C-level
Proven ability to manage multiple projects at a time while paying strict attention to detail