Role Overview
- Serve as the primary Account Manager for assigned clients
- Conduct regular client meetings to review performance and maintain strong relationships
- Address customer questions, issues, and product requests while coordinating internally for solutions
- Own the contract lifecycle including renewals, amendments, upsells and expansions
- Manage renewal timelines and ensure contracts are executed on schedule
- Create and manage quotes and contract documentation in Salesforce and related tools
- Partner with Customer Success to support overall customer retention for assigned accounts
- Achieve revenue targets through upselling and cross-selling additional products and services
- Identify expansion opportunities that increase overall customer value
- Develop account plans and partner with Customer Success Managers on long-term client strategy
- Maintain accurate pipeline and account records in Salesforce
- Daily use and management of Software ex. Salesforce and other related software
- Manage invoice related items with internal teams
- Manage discovery calls, new client launches, troubleshooting, discussing additional products and services
- Proactive follow up with clients with data-driven summaries to ensure they feel supported every step of the way
- Set tasks and reminders to follow up on previous communications to customers when trying to move certain processes along
- Data input through Salesforce and pipeline management
Requirements
- 2-3 years’ experience in one or more of the following areas: Customer Onboarding, Customer Success, Customer Support, Account Management, Revenue Retention
- Expert-level knowledge of Salesforce/HubSpot (or similar), with a disciplined approach to data hygiene and revenue forecasting
- Excellent communication skills and high emotional intelligence
- Proven track record of identifying client "pain points" and mapping them to product solutions to drive revenue growth
- Great relationship builder and ability to shape communication style depending on audience
- Comfortable leading contract renewal negotiations and navigating complex procurement processes
- High aptitude for organization, multitasking and wearing many hats
- Ability to work independently or with a team in a fast-paced, growth-intensive environment
- Aptitude for learning new products, understanding company value props, and communicating across the client-company value chain
- Data-driven
- Skilled in measuring and reporting performance metrics against KPIs
- Knowledge of B2B SaaS is a plus
- Parking or Transportation technology is a plus
Benefits
Recharge your batteries
- Unlimited PTO policy
- Complimentary in-office barista
- Catered breakfast & lunch between Tuesdays
- Wednesday
- Regular social events at the office
Investment in you and your wellbeing
- Comprehensive medical & dental coverage through Cigna
- Multiple healthcare plan options including low-deductible and HSA along with broad supplemental benefits
- Employee Assistance program
Simplifying journeys so you can breathe easier
- Subscriptions to mental health assistance platforms
- Travel stipend for local employees
We look out for your family
- Generous parental leave policy
- Fertility support via ARC Fertility
- Pet insurance and discount plans
Look after the pennies
- 401(k) retirement and savings plan
Success is best when it's shared
- Regular social activities such as annual Hackathons and ad hoc celebrations