About this role
The Account Manager will manage a high-volume portfolio of customers across North America. This role is responsible for driving renewals, upsell, and cross-sell opportunities while ensuring strong customer engagement and retention. The ideal candidate is a proactive, customer-focused professional who thrives in a fast-paced environment and can execute scalable motions to deliver measurable value to customers.
Key Responsibilities
Portfolio Management & Customer Engagement
- Manage a large book of accounts with recurring revenue models, ensuring timely renewals and account health.
- Build trusted relationships with key decision-makers to drive product adoption and customer satisfaction.
- Conduct regular outreach to identify growth opportunities and mitigate churn risk.
Revenue Growth & Retention
- Achieve revenue targets through renewals, upsell, and cross-sell within assigned accounts.
- Maintain accurate forecasting and pipeline management in CRM systems.
- Partner with Customer Success to ensure seamless onboarding and ongoing product utilization.
Operational Excellence
- Adhere to sales process discipline, CRM hygiene, and account governance best practices.
- Leverage data and insights to prioritize outreach and improve efficiency.
- Participate in continuous improvement initiatives to enhance inside sales scalability.
Cross-Functional Collaboration
- Work closely with Marketing, Product, and Professional Services to deliver customer value and support go-to-market initiatives.
- Represent the voice of customers internally to inform product enhancements and service offerings.
Qualifications
Required Experience
- 3+ years of experience in inside sales, account management, or customer success within B2B SaaS or enterprise software.
- Proven success managing high-volume, lower ARR portfolios with recurring revenue models.
- Track record of meeting or exceeding revenue and retention goals.
- Strong communication and relationship-building skills.
- Experience using Salesforce or similar CRM platforms.
Preferred Qualifications
- Background in asset management, facilities, operations, or real estate-focused software a plus.
- Familiarity with inside sales motions and scalable account management practices.