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Atomic is building a connected financial landscape that enables consumers to link their payroll and financial data to services that improve their financial lives. The company partners with 8 of the top 10 financial institutions and 13 of the top 20 neobanks in the country.
The Account Development Partner is an embedded member of a sales pod working directly with an Account Executive to drive pipeline creation and account growth. This role combines outbound prospecting for new logos, account expansion within existing customers, and operational support for the sales pod.
Key responsibilities include:
**Account Expansion & Contact Development**
Build and maintain organizational charts for strategic accounts, identifying new stakeholders, champions, and influencers. Partner with the AE to identify cross-sell entry points by persona, department, and use case. Create targeted contact lists and engagement strategies aligned to account strategy. Maintain clean CRM data and relationship intelligence.
**Meeting Generation & Pipeline Support**
Execute outbound sequences into new personas and departments within existing accounts. Set introductory meetings and discovery sessions for the assigned account executive. Manage inbound expansion signals and coordinate next steps.
**Business Review Management**
Own the Monthly/Quarterly Business Review (MBR/QBR) cadence including scheduling, agendas, preparation, follow-ups, and action tracking. Gather inputs from Sales, Product, and Support teams on usage, roadmap, and open issues. Produce customer-ready decks covering goals, KPIs, and upcoming priorities. Ensure commitments are documented and closed-looped.
**Operational Partnership**
Translate account strategy into weekly execution plans. Maintain the single source of truth for account plans and initiatives. Manage internal alignment, prepare for customer calls, coordinate subject matter experts, capture notes, and distribute actions. Proactively identify and resolve gaps.
**Customer Intelligence**
Monitor account changes including organizational shifts, product usage patterns, support trends, and competitive signals. Provide feedback to internal teams on messaging, engagement strategies, and product direction.
**Net-New Opportunity Creation**
Prospect into target accounts to identify new opportunities outside the current customer base. Execute multi-channel outbound strategies to generate qualified meetings. Qualify inbound leads and route them appropriately. Collaborate with Marketing on campaign follow-up and messaging.
Atomic's culture emphasizes innovation, transparency, customer-centricity, and fun. The company is on the cutting edge of fintech, working with leading financial institutions and neobanks.
**Requirements**
The posting does not explicitly state years of experience, required skills, education, or certifications.
