Senior Bank Account Executive

Job Overview:

The purpose of the Bank Partner Account Executive position is to grow the AvidXchange customer base from the acquisition of new business, generated through referral bank partnerships. You will work with referral bank partners to identify potential customers (prospects), and subsequently own and drive qualification and discovery calls, ultimately selling the value of the AvidXchange solution set.

In this role, you will lead and manage all aspects of the bank referral relationship.  Your primary objective is to facilitate the identification of bank client ‘leads’ and convert qualified ‘prospects’ to AvidXchange customers.  To accomplish these goals, you will build a successful partner relationship and drive sales growth through sales support and executing sales processes / activities.  You will help establish joint annual sales goals, define, and coordinate sales enablement activities, and manage joint monthly sales pipeline / forecast routines.  You will perform monthly business reviews to assess and aggregate current state and opportunity areas. You will frequently work cross-functionally with teams from the banks and AvidXchange – including Partner Sales Enablement, Product Marketing, Onboarding, Customer Success and other teams to coordinate and support great end to end partner experiences.

Success will be primarily driven by effectively achieving mutually agreed upon sales goals, while building strong relationships that position AvidXchange a trusted partner/solution and optimizing referral sales strategy and tactics.

What you'll do:

• Function as a single point of contact responsible the operation and success of your assigned referral bank partners
• Develop an active and well managed sales referral bank partnership that demonstrates collaboration and accountability to achieving mutually defined sales goals
• Professionally represent the Bank + AvidXchange partnership and its offerings
• Highly skilled at building relationships with Treasury Management Officers – gaining their trust and confidence to build pipeline
• Ability to learn and understand bank customer relationships, joint strategic priorities, business needs, and pain points
• Utilize a “solution selling approach” to advance bank customer prospects through the decision-making process
• Collaborate with Partner Marketing / Product Marketing teams to help the bank deploy assets and campaigns to generate demand for partner co-branded AvidXchange solutions
• Establish sales goals, sales processes, conduct monthly forecasting, and perform MBR and QBRs
• Manage opportunities from lead registration through the established sales process stages to close sales
• Collaborate with internal AvidXchange teams to address issues / escalations

What we're looking for:

• Ability to learn and understand AvidXchange product suite, value propositions, buyer personas & pain points, and the AvidXchange sales process
• Responsive communicator that demonstrates a strong attention to detail and relationship management skills 
• Ability to toggle between partner relationship management and sales management skill sets
• Ability to work well with a team of peers and partners accomplish sales goals
• Ability to analyze performance through both qualitative and quantitative measurements including referral activity, leads, win-loss data, marketing program effectiveness and partner engagement.
• Knowledgeable in finance operations for middle market companies.
• Treasury Management / Accounts Payable knowledge is a plus.
• Proven experience to present effectively in front of groups either in person or via online tools like Microsoft Teams, WebEx for partner sales trainings, prospect sales events and/or webinars.
• Typically requires a University Degree or equivalent experience and minimum 5 years of prior relevant experience
• Relevant experience in partner channel sales, Treasury Management / Banking, preferably with a financial service or fintech company
• Experience with SFDC or other similar CRM solution
• Experience with Channel Sales strategy & tactics
• Highly proficient with Microsoft office
• Must be able to travel domestically up to 30%

About AvidXchange

AvidXchange is a leading provider of accounts payable (“AP”) automation software and payment solutions for middle-market businesses and their suppliers. By trade, we are a technology company, but if you ask anyone who works here, they’ll tell you our people are at the core of who we are. We focus on creating a culture of Diversity, Inclusion & Belonging, and are proud to be a safe place where teammates can bring their whole selves to work. At AvidXchange, mindset is everything. We are Connected as People, Growth Minded, and Customer Obsessed. These three mindsets represent our culture – who we are, who we’ve always been, and they guide us to improve every day. Since our founding in 2000 in Charlotte, NC, we’ve created a company of over 1,600 teammates working across the U.S., or remotely. AvidXchange is proud to be Certified™ as a Great Place to Work®. The prestigious recognition is based on anonymous data from our teammates and makes official what our teammates have known for years – that AvidXchange is a Great Place to Work®. 

Who you are: 

• A go-getter with an entrepreneurial mindset – that means you are not afraid of taking risks, winning big or facing the unknown. 
• Someone who understands that business is people centric. Connecting with others as humans first allows you to develop mutually beneficial working relationships. 
• Focused on making a difference for our customers. AvidXchange exists to help solve complex problems for our customers so we can all realize our potential. 

What you’ll get:  

AvidXchange teammates (we call them AvidXers) get the perks and prestige of a publicly traded tech company paired with the flexibility of a founder-led startup. We help our AvidXers develop as professionals and as human beings, providing work/life balance, development programs, competitive benefits and equity options. At AvidXchange, we are building more than a tech company – we are building an experience. We remain committed to a culture where you can fully be 'you’ – connected with others, chasing big goals, and making a meaningful impact. If you want to help us grow while realizing your potential and creating stories you’ll tell for years, you’ve come to the right place.

AvidXers enjoy:  

• 18 days PTO* 
• 11 Holidays (8 company recognized & 3 floating holidays) 
• 16 hours per year of paid Volunteer Time Off (VTO) 
• Competitive Healthcare 
• High Deductible Heath Plan Option that has $0 monthly premium for teammate-only coverage 
• 100% AvidXchange paid Dental Base Plan Coverage
• 100% AvidXchange paid Life Insurance 
• 100% AvidXchange paid Long-Term Disability 
• 100% AvidXchange paid Short-Term Disability  
• Employee Assistance Program (EAP) - Provides counseling services, legal and financial consultations and health advocacy for Teammates and their eligible dependents
• Onsite Health Clinic with Atrium Health - available to Teammates and their eligible dependents
• 401k Match up to 4% 
• Parental Leave: 8 weeks 100% paid by AvidXchange** 
• Discounts on Pet, Home, and Auto insurance 
• BrightDime Financial Wellness Tool, offered free to teammates 
• WeeCare Childcare Service: helps teammates find affordable daycare, childcare, and tutors 40% less expensive than traditional daycare centers 
• Perks at Work: free discount program that provides teammates the opportunity to save on items from electronics, movie tickets, car buying, vacations, and more 
• Onsite gym fitness center, yoga studio, and basketball court
• Tuition Reimbursement up to the federal maximum of $5,250***
• Hybrid Workplace Flexibility
• Free parking

*Fully granted from beginning of year, pro-rated if hired mid-year 

**Must be full-time for at least 3 months

***Must be full-time for at least one year 

Equal Employment Opportunity

AvidXchange is an equal opportunity employer. AvidXchange is committed to equal employment opportunity in accordance with applicable federal, state, and local laws. AvidXchange will not discriminate against applicants for employment on any legally recognized basis. This includes, but is not limited to veteran status, race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age and physical or mental disability.