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Director, Enterprise 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 FacebookInstagramLinkedIn, or Twitter @EVERFI.

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The Director, Enterprise Account Management builds, maintains, and grows effective long-term relationships with stakeholders in an assigned group of Enterprise accounts to deliver retention of existing business and expansion opportunities. The Enterprise 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 Enterprise Director manages a defined set of top tier, complex Enterprise accounts and also contributes to management of the largest accounts in the team’s portfolio.


  • Partner with Enterprise team lead and executive team members to ensure enterprise renewal targets are met, partnership goals are understood and executed against, and that there is a clear path to long-term expansion of current relationship.
  • Maintain timely and accurate pipeline, customer, and forecast data in the Customer Relationship Management (CRM) system.
  • Achieve revenue targets by securing renewals and increasing revenue spend per account.
  • Establish 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.
  • Navigate complex, matrixed organizations, identify champions internally, and develop new relationships in accounts in conjunction with the Enterprise team lead.
  • Anticipate and articulate client needs to become a trusted advisor and strategic business partner.
  • Manage each customer’s business and account plan to map a strategy that delivers against goals and objectives, identifies key risks, and lays out a path towards renewal and future growth opportunities across all of EVERFI products.
  • Partner with Marketing teams to develop account-based marketing activities, programs, and product updates.
  • Provide feedback to the Product and other internal teams to help inform go-to market strategy and future directions for product development.
  • Maintain a strong understanding of all EVERFI offerings and services and proactively identify solutions and opportunities that address key needs.
  • Partner with the customer services and implementation team to organize, investigate, and resolve customer issues in a timely and effective manner
  • Other job-related duties as assigned.

Skills, Experience and Qualifications

  • Bachelor degree or equivalent combination of education and experience required
  • A minimum of 6 years of experience in an account management, customer success or sales role focusing on upsells and renewals, with at least 2 years at Fortune 500 companies or other large customer base
  • Significant experience managing SaaS or Cloud-based consultative solutions to C-level contacts in large partner accounts, with success in retaining and growing accounts over a period of time
  • Experience using a Customer Relationship Management (CRM) system to forecast and track activities and opportunities, Salesforce preferred
  • Ability to effectively present to individuals and groups, create rapport and engagement
  • Experience with personas, key market/industry trends, and pain points and ability to translate into recommendations
  • Ability to create account plan and tailored strategy that delivers against customer objectives and key results and maps to future growth opportunities 
  • Experience analyzing data and deriving recommendations
  • Experience developing compelling presentations and other sales materials that tell the desired story & objectives
  • Superior negotiations and objection handling skills
  • Strong collaboration skills
  • Flexible, agile, demonstrated initiative and independence
  • Ability to navigate large complex organizations 
  • Entrepreneurial attitude and strong business acumen
  • Strong oral and written communication and active listening skills
  • Ability to travel 30% of the time

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: 4028573
Employment Type: Other