[Hiring] Account Development Partner @Atomic Fi

Role Description

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.
• 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.

Qualifications

• Experience in sales or account management.
• Strong communication and interpersonal skills.
• Ability to work collaboratively in a team environment.
• Proficiency in CRM tools and data management.

Requirements

• 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.
• 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.
• 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.
• 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.
• Monitor account changes: org shifts, product usage patterns, support trends, competitive signals.
• Provide feedback to teams for messaging, engagement strategies, and products.
• 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.

Benefits

• Innovative work environment in the fintech space.
• Transparent company culture.
• Customer-centric approach.
• Fun team activities and events.

Company Description

Atomic 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. 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.