Account Development Partner

Atomic Fi

United States

RemoteCareer-pivot friendly

Who this role is best for

Geared toward process-oriented candidates comfortable with coordination and outbound prospecting, this role is ideal for those with experience in account management and collaboration within sales teams.

Best fit for

Candidates with experience in account expansion and stakeholder management within financial services
— “expanding stakeholder coverage and uncovering cross-sell opportunities within existing customer accounts”
Individuals who thrive in a collaborative, customer-centric environment and coordinate sales execution
— “Operational Partner with the lead AE”
Professionals adept at outbound prospecting and generating qualified meetings for sales teams
— “Execute multi-channel outbound strategies to generate qualified meetings”

Things to consider

The role requires managing internal alignment and coordination with multiple teams.
— “Manage internal alignment: prep for customer calls, coordinate SMEs, capture notes, distribute actions.”
Candidates must be comfortable with maintaining detailed CRM data and relationship intelligence.
— “Maintain clean CRM account/contact data and relationship intelligence.”

How to stand out

Highlight experience with stakeholder mapping and cross-sell strategy development in your resume.
— “Partner with AE to identify cross-sell entry points by persona, department, & use case.”
Demonstrate your ability to create and execute outbound sequences for new personas.
— “Run outbound sequences into new personas / departments within existing accounts.”
Showcase your skills in preparing customer-ready decks for MBR/QBR meetings.
— “Produce customer ready decks to include but not be limited to goals, KPIs, upcoming priorities.”
Emphasize your ability to monitor account changes and provide actionable insights to teams.
— “Monitor account changes: org shifts, product usage patterns, support trends, competitive signals.”
Demonstrate your ability to identify and resolve gaps in account strategy execution.
— “Identify any gaps and proactively resolve them.”

Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

pipeline creation
account growth
cross-sell opportunities

Typical background

sales experiencecustomer success

Skills & requirements

Required

Account DevelopmentSales SupportOutbound ProspectingCustomer Relationship ManagementCRM ManagementSales Operations

Preferred

Sales EnablementSales Strategy

Stack & domain

SalesBusiness DevelopmentConsultingTransit TechnologyTransportationMobilityResearch And Analytical SkillsCommercial JudgmentNegotiationsProduct DevelopmentConsultative ThinkingBuilding RelationshipsUnderstanding Complex Client NeedsUsing Research And DataPersuasive CommunicationProactiveAdaptableTaking OwnershipFast-paced EnvironmentsNot Deterred By Setbacks Or PivotsThriving In High Responsibility RolesFintechFinancial InstitutionsNeobanksUser ExperiencesMoney Management

About the role

Original posting from Atomic Fi via Ashby

WHO WE ARE:
Atomic https://atomic.financial/ is building a more connected financial landscape that enables consumers to connect their payroll and financial data to services that will better their financial lives.
At Atomic we're focused on building an incredible business while also having a huge social impact. We work with 8 of the top 10 financial institutions and 13 of the top 20 neobanks in the country to deliver exceptional user experiences and help people manage their money.
ROLE SUMMARY
The Account Development Partner is an embedded member of a sales pod who partners directly with the Account Executive (AE) to drive pipeline creation and account growth. This role is responsible for generating qualified meetings and opportunities through outbound prospecting for net-new logos, expanding stakeholder coverage and uncovering cross-sell opportunities within existing customer accounts, and operational support of the pod’s execution cadence by coordinating Monthly/Quarterly Business Reviews (MBRs/QBRs), gathering inputs from internal teams, and managing follow-ups and action tracking.
Account contact expansion (within customers)
Build and maintain org charts for strategic accounts (new stakeholders, champions, influencers, etc).
Partner with AE to identify cross-sell entry points by persona, department, & use case.
Create targeted contact lists and engagement strategies aligned to overall account strategy.
Maintain clean CRM account/contact data and relationship intelligence.
Meeting generation and pipeline support
Run outbound sequences into new personas / departments within existing accounts.
Set introductory meetings/discovery sessions for the assigned account executive.
Manage inbound expansion signals to the AE and coordinate next steps.
Monthly Business Review (MBR/QBR) management
Own the MBR cadence: scheduling, agendas, preparation, follow-ups, and action tracking.
Gather inputs from Sales, Product, and Support (examples: usage, roadmap, open issues).
Produce customer ready decks to include but not be limited to goals, KPIs, upcoming priorities.
Ensure commitments are documented, assigned, and closed-looped.
Operational Partner with the lead AE
Turn account strategy into weekly execution plans (who/what/when).
Maintain the “single source of truth” for account plans & initiatives.
Manage internal alignment: prep for customer calls, coordinate SMEs, capture notes, distribute actions.
Identify any gaps and proactively resolve them.
Customer intelligence and insights
Monitor account changes: org shifts, product usage patterns, support trends, competitive signals.
Provide feedback to teams for messaging, engagement strategies, and products.
Net-new opportunity creation
Prospect into target accounts to identify new opportunities outside the customer base.
Execute multi-channel outbound strategies to generate qualified meetings.
Qualify inbound leads and route them to the appropriate pod/AE with next steps.
Collaborate with Marketing on campaign follow-up and messaging feedback.
ATOMIC'S CULTURE IS:
Innovative - we're on the bleeding edge of the fintech space empowering some of the coolest brands in the world.
Transparent - we believe in being transparent with everyone in our company. Feel free to ask how we deliver on this promise during the interview process.
Customer-centric - we're wild about our customers.
Fun - We all spend a big portion of our lives with colleagues, so we want it to be fun. Our last company activity was a virtual escape room. Each team competed and we had a blast!
Atomic is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Source: Atomic Fi careers (Ashby)