Account Manager
Skills
- 3–5 years in customer success, account management, or CSM role in SaaS
- Proven upsell/expansion track record
- Strong Salesforce proficiency and pipeline/forecasting skills
- Experience with ChurnZero and Pendo or similar customer engagement tools
- Ability to analyze account data and produce actionable recommendations
- Excellent written and verbal communication with executive-level stakeholders
- Strong project, time and documentation management skills
Responsibilities
- Manage assigned customer portfolio to drive adoption, retention, and expansion
- Maintain accurate account records and next steps in Salesforce
- Execute renewal cycles 120–90 days before subscription end dates
- Develop 12-month strategic roadmaps and perform regular account health checks
- Identify upsell and expansion opportunities and build business cases
- Collaborate with Sales, Implementation, Product and Support to resolve issues and deliver seamless experiences
- Monitor customer health metrics and proactively remediate risks
- Prepare and present value-based messaging to executive stakeholders
- Research customer context (funding, hiring, stakeholders, metrics) to inform expansion strategies
- Escalate at-risk accounts and support timely resolution of customer concerns
Education
- Bachelor’s degree or equivalent professional experience preferred
- Relevant coursework or certification in business, marketing, or related fields is a plus
Benefits
- Remote-first work and flexible schedules
- Opportunities for professional growth and skills development
- Collaborative, inclusive company culture with open communication
- Work-life balance and paid time off
- Competitive compensation and performance-based opportunities
- Cross-functional exposure and meaningful impact on product direction
Average salary estimate
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