Customer Account Manager - SMB
Skills
- 1–3 years in a customer-facing SaaS or technology role (account management, CSM, SDR, or sales support)
- Strong written and verbal communication skills
- Experience with CRM tools and accurate data entry
- Ability to manage multiple priorities in a fast-paced environment
- Customer-focused mindset with curiosity to understand customer needs
- Organized, resilient, and collaborative across teams
Responsibilities
- Manage a portfolio of SMB customers and execute defined adoption and renewal playbooks
- Conduct regular customer check-ins to ensure value realization and proactively address issues
- Support standard renewal conversations and contract processes, escalating complex cases
- Act as a strategic advisor to customers and internal teams to remove roadblocks and accelerate adoption
- Identify basic expansion or usage opportunities and coordinate with senior team members
- Maintain accurate customer records, renewal tracking, and activity logs in CRM
- Collaborate with Sales, Product, and Support for a consistent customer experience
Education
- Bachelor’s degree preferred or equivalent practical experience
- Relevant coursework or certifications in business, communication, or related fields considered a plus
Benefits
- Incentive-based pay with target OTE (total potential earnings) noted
- Potential equity/stock option opportunities (may vary)
- Competitive health, dental, and vision plans
- Paid time off and company holidays
- 401(k) or retirement plan options
- Hybrid and flexible work arrangements
- Professional development and learning opportunities
Average salary estimate
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