Teams at InvoiceCloud

Manage a defined portfolio of clients to drive adoption, retention, and expansion of the InvoiceCloud platform. Build strategic relationships, identify upsell opportunities, troubleshoot integrations, use Salesforce and analytics to inform action plans, and execute scalable engagement cadences. Periodic onsite travel and cross-functional collaboration required to resolve issues and deliver measurable client outcomes.

The Enterprise Account Director is responsible for driving customer acquisition in insurance and financial services, managing the full sales cycle, and enhancing customer engagement through tailored solutions and efficient prospecting using AI tools.