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Director, Account Management (FCN)


EVERFI is an international technology company driving social impact through education to address the most challenging issues affecting society ranging from financial wellness to mental health to workplace conduct and other critical topics. Founded in 2008, EVERFI’s Impact-as-a-Service TM solution and digital educational content have reached more than 41 million learners globally. In 2020, the company was recognized as one of the World’s Most Innovative Companies by Fast Company and was featured on Fortune Magazine’s Impact 20 List. The company was also named to the 2021 GSV EdTech 150, a list of the most transformative growth companies in digital learning. Some of America’s leading CEOs and venture capital firms are EVERFI investors including Amazon founder and CEO Jeff Bezos, Google Chairman Eric Schmidt, Twitter founder Evan Williams, as well as Advance, Rethink Education, Rethink Impact, The Rise Fund, and TPG Growth. To learn more about EVERFI and how you can #answerthecall please visit or follow us on Facebook, Instagram, LinkedIn, or Twitter @EVERFI.

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The Director, Account Management builds, maintains, and grows effective long-term relationships with stakeholders in an assigned group of accounts to deliver retention of existing business and expansion opportunities. The Director achieves these objectives by ensuring successful partner onboarding and implementation, building and growing new and existing relationships, driving internal stakeholders to ensure ongoing success of program, identifying risks and growth opportunities, and finding ways to continue to drive value and deliver on a successful program. The Director owns a defined territory of large, complex accounts and is directly responsible for both the renewal and expansion goals for this territory.


  • Serve as the primary day-to-day contact for customers and internal program stakeholders for a portfolio of accounts in assigned territory
  • Navigate complex, matrixed organizations, identify champions internally, and develop new relationships in these organizations.
  • Achieve revenue targets by securing renewals and increasing revenue spend per account.
  • Drive the onboarding and implementation process with support from internal teams and ensure that deliverables are being executed on time and effectively.
  • Educate and engage customer contacts by using relevant data and other tactics to ensure the customer is getting maximum value from their partnership with EVERFI.
  • Create demand for EVERFI’s products and services by developing trusted advisor relationships with key customer stakeholders and by providing consistent updates and information about new products and capabilities.
  • Create partner-specific account plan that delivers against goals and objectives, identifies key risks, and lays out a path towards future growth opportunities.
  • Establish and maintain a regular and organized cadence of engagement with customers to understand their needs, drive value with EVERFI’s product, deepen existing and develop new relationships, and link them to the EVERFI’s product and future opportunities.
  • Forecast and accurately track account activity through the stages of the sales process in our Customer Relationship Management (CRM) system.
  • Maintain a strong understanding of EVERFI offerings and services and proactively identify solutions and opportunities that address key needs.
  • Partner with the centralized services team to organize, investigate, and resolve partner issues in a timely and effective manner.
  • Mentor and guide less experienced team members by sharing best practices. 
  • Produce case studies in partnership with applicable internal teams.
  • Other job-related duties as assigned 

Skills, Experience and Qualifications

  • Bachelor degree or equivalent combination of education and experience required
  • A minimum of 3 years of experience in account management, customer success or sales roles preferably focusing on upsells and renewals, 5 years preferred
  • SaaS Account Management experience preferred
  • Proven track record of meeting and exceeding goals 
  • Experience using a Customer Relationship Management (CRM) system to forecast and track activities and opportunities
  • Experience building and maintaining long-term, trusted relationships with clients and providing exceptional support
  • Experience working with C-level customer contacts and across entire organizations
  • Ability to effectively present to individuals and groups and create rapport and engagement
  • Entrepreneurial attitude and strong business acumen
  • Experience managing negotiations and handling objections
  • Ability to collaborate and work with team members and other departments
  • Strong organizational and time management skills
  • Strong attention to detail, problem solving skills, and solutions oriented
  • Strong oral and written communication and active listening skills
  • Ability to travel 25% of time as needed

Work-life, Culture, & Perks:

  • Competitive base salary and bonus potential
  • 401k program and equity plan
  • Comprehensive health care and excellent parental leave benefits
  • Flexible PTO and generous holiday schedule
  • Casual work environment
  • Annual company-wide retreat
  • Opportunity to work with talented people who have fun in the workplace

Company Values:

We’re looking for future team members who are energized and inspired by our values, as well as people who bring new backgrounds, perspectives, and experiences. At EVERFI, our eight core values are an active part of everything we do:

  • Relationships First
  • Demand Excellence
  • Embrace Diversity of Thought & Drive Change
  • Act Like an Owner
  • Always Show Up
  • Share the Credit
  • Require Honest & Positivity
  • Always Ask: “Did I Matter Today?”



EVERFI appreciates your interest in our company as a place of employment. It is EVERFI policy to provide equal opportunity for employment to all qualified employees and applicants, regardless of race, religion, religious affiliation, ancestry, citizenship status, marital status, familial status, sexual orientation, gender identity, color, creed, national origin, sex, age, disability, or veteran status or any other characteristic protected by local, state or federal law. This policy applies to all areas of employment including recruitment, placement, training, transfer, promotion, termination, pay, and other forms of compensation and benefits. EVERFI will provide reasonable accommodations to qualified individuals with disabilities.

Job ID: 3979457
Employment Type: Other