Own 100-150 SMB accounts, including their renewal processes, account planning, Salesforce opportunity updates and notes, and meetings with clients to discuss renewals, auto-renewals, and client concerns
Maintain strong documentation processes, reviewing client renewals ahead of auto-renewal or client confirmation, uploading client agreements to SharePoint, and documenting all renewal conversations in Salesforce
Partner with Sales Operations for any contract updates or amendments
Map out all renewal planning for SMB accounts, including client engagement ahead of renewal, navigating price increases and potential client pushback during the renewal process, and ensure smooth completion of all SMB renewal processes, including appropriate client billing contacts and any liaison needed with LC Finance
Support client retention efforts, including partnering with Client Success to onboard new users within a client license, meeting with client decision-makers on product value positioning, and identifying upsell opportunities or churn risk within SMB clients
Leverage Client Success to gain valuable client usage patterns that support the renewal process and support healthy account practices in collaboration with Client Success (activating/deactivating users, identifying new SMB accounts unassigned to CS, etc.)

2+ years of high-volume account management experience, ideally in a B2B subscription business model, focused on the retention and renewal of a larger client base
Bachelor’s degree in Business Administration, Public Policy, Marketing, or any related discipline
Highly organized account planning experience and driven by a strategic plan to address the needs of a larger (100+) SMB client base
Detail-oriented documentation practices and strong Salesforce account hygiene that ensure transparency on account status, opportunity, and risk to sales leadership
Client-focused communication skills with experience handling client cancel conversations, value positioning experience, and a track record of winning back business that could have been lost
Strong partnership skills with Client Success teams, leveraging their insights and abilities to reach most users to strengthen the business case for renewal, including using usage data to tell the story of strong value to a client

Associate Account Director, SMB

Key skills