Account Manager

Role Description - Account Manager.

This is a Hybrid mode work, the AM is responsible for overseeing a portfolio of enterprise customers with the aim to upsell and cross-sell the Company products and ensuring strong, long-term relationships. The Account Manager is the client trusted advisor, Day-to-day tasks include conducting regular check-ins, monitoring account health, identifying expansion and upsell opportunities, and coordinating with product, support, and sales teams to resolve issues and deliver value. The role also involves gathering customer feedback, contributing to product improvement discussions, preparing performance reports, and supporting renewals to drive retention and growth.

Company Description

DOKKA finance team modernize accounting operations by using agentic AI and automations to handle repetitive, process-driven work. Our platform focuses on Accounts Payable Automation and Financial Close Automation, deploying AI agents to capture and process invoices, match POs, route approvals, and prepare transactions for ERPs, significantly reducing processing time. For the financial close, DOKKA’s AI agents execute reconciliations, journal entries, accruals, consolidation, flux analysis, and reporting workflows to help teams close faster with less manual effort.

Qualifications

• Prior experience implementing ERP, AP automation, or close automation systems.
• Prior experience with interacting and working with enterprise and mid-market clients.
• Experience working with SaaS or technology products such as ERP, finance or accounting.
• Account management and customer success skills, including relationship building, stakeholder management, and retention-focused engagement.
• Strong communication and presentation skills, with the ability to explain technical concepts in clear, accessible language.
• Organizational and analytical skills, including managing multiple accounts.
• Comfort with remote collaboration tools and the ability to work independently in a distributed team environment.