About InvoiceCloud:
InvoiceCloud is a leading provider of online bill payment services. Founded in 2009, the company has grown to be one of the leading disruptors in the cloud-based electronic bill presentment and payment (EBPP) space, helping institutions put customer experience first. By switching to InvoiceCloud, clients can improve customer engagement, loyalty, and efficiency while reducing churn and missed payments in the process. With over 50 million payments processed annually, InvoiceCloud is one of the most secure, innovative, and inclusive fintech solutions in the market. To learn more, visit www.InvoiceCloud.com.
As an Account Manager, Insurance, you’ll play a pivotal role in growing InvoiceCloud’s footprint within our existing insurance client base. Your mission: to build strong, consultative relationships with key stakeholders across top insurance carriers, understand their evolving needs, and drive cross-sell and upsell opportunities that maximize customer value and product adoption.
You’ll collaborate closely with Customer Success, Product, and Marketing to deliver strategic growth within your book of business—while helping clients unlock the full potential of our platform.
Key Responsibilities
- Own a portfolio of Insurance clients and be expansion through consultative engagement.
- Drive cross-sell and upsell opportunities across InvoiceCloud’s product suite (e.g., digital disbursements, text-to-pay, enhanced communications, and self-service tools).
- Understand each client’s business model and digital strategy to align InvoiceCloud’s capabilities with their customer engagement and payment goals.
- Build trusted advisor relationships with executive sponsors, operations leaders, and IT stakeholders.
- Develop and execute strategic account plans, identifying whitespace and growth paths for each customer.
- Achieve quarterly revenue targets through expansion, selling, renewals, and solution positioning.
- Partner with Marketing and Product to share customer feedback, identify trends, and co-create campaigns that support adoption and upsell efforts.
- Track account health, product usage, and engagement metrics to identify risk and opportunity areas.
- Stay informed on industry trends and competitive insights within P&C and Life & Health insurance markets.
What You Bring
- Strong sales skills, including prospecting, closing deals and managing the sales cycle.
- 5+ years of experience in account management, customer success, or solution sales—preferably in insurance, SaaS, or payments.
- Proven track record of hitting or exceeding cross-sell/upsell targets in a B2B environment.
- Strong understanding of insurance operations, billing workflows, and policyholder experience.
- Excellent relationship-building, communication, and presentation skills.
- Strategic thinker with the ability to analyze data, uncover insights, and translate them into action.
- Experience using Salesforce or similar CRM tools to manage pipeline and forecast revenue.
- Highly organized, self-directed, and passionate about customer success and growth.
Preferred Qualifications
- Experience working with P&C insurance carriers or MGAs.
- Familiarity with insurance billing platforms or payment technology.
- Prior involvement in digital transformation or customer experience initiatives.
Why InvoiceCloud?
- Award-winning culture and leadership team.
- Fast-growing company in a high-impact vertical.
- Mission-driven focus on improving digital customer experiences.
- Competitive compensation, equity opportunities, and flexible remote work policy.
Base salary is one component of total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The above represents the expected base compensation range for this job requisition. Ultimately, in determining your pay, we’ll consider many factors including, but not limited to, skills, experience, qualifications, geographic location, and other job-related factors.
InvoiceCloud is an Equal Opportunity Employer.
InvoiceCloud provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
If you have a disability under the Americans with Disabilities Act or similar law, or you require a religious accommodation, and you wish to discuss potential accommodations related to applying for employment at our company, please contact [email protected].
Click here to review InvoiceCloud's Job Applicant Privacy Policy.
To all recruitment agencies: InvoiceCloud does not accept agency resumes. Please do not forward resumes to our job’s alias, employees, or any other organization location. Invoice Cloud is not responsible for any fees related to unsolicited resumes.
Top Skills
InvoiceCloud Braintree, Massachusetts, USA Office
30 Braintree Hill Office Park, Braintree, MA, United States, 02184
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