Account Manager
Indexed description
We are a growing team of smart, talented people who are driven by technology and passionate about work/life balance.
The Role
We are seeking a results-driven Account Manager who is ready to own it from start to finish. In this role, you aren't just a point of contact; you are a strategic partner and the primary liaison for our key clients, dedicated to our company's success and our clients' wellness goals. You will be responsible for building long-term relationships, driving revenue retention, and identifying growth opportunities within your portfolio. We are looking for a "curious mind" who thrives on being challenged daily and treats every client hurdle as an opportunity for innovation.
Key Responsibilities
- Relationship Management: Act as a trusted advisor for a dedicated portfolio of clients, navigating complex stakeholder maps with the heart and empathy required to ensure high satisfaction and platform stickiness
- Commercial Growth: Bring the hustle to manage the entire renewal process and proactively identify upsell/cross-sell opportunities that increase Annual Recurring Revenue (ARR) and provide additional value
- Strategic Planning: Develop and execute comprehensive account plans, delivering Quarterly Business Reviews (QBRs) that demonstrate ROI and align our solutions with the client's broader business objectives
- Growing Through Iteration: Engage with customers, listen to their feedback, and work with internal Support and Product teams to evolve our offerings and ensure the timely delivery of solutions
- Churn Prevention: Take a proactive, data-driven approach to identify at-risk accounts early; implement "get well" plans to save business, showing a commitment to ongoing refinement and improvement
- Operational Excellence: Maintain accurate CRM data and forecast pipeline effectively, ensuring all internal stakeholders are informed and consulted on account health
- SaaS Expertise: 3+ years of experience in Account Management, Customer Success, or Sales, specifically within the B2B SaaS or HR tech industry
- Proven Track Record: A history of meeting or exceeding retention and growth quotas while managing technical platform support
- Negotiation Mastery: Strong negotiation skills with experience handling contract renewals, pricing discussions, and resolving disputes
- Communication Mastery: Excellent presentation skills; comfortable presenting to C-Level executives and bridging the gap between technical system knowledge and client needs
- Collaborative Spirit: A belief that we are stronger together; you freely share knowledge and work across teams to ensure the best outcomes for our 200+ clients
- Resilience: An eagerness to learn and contribute, a touch of rebellion to question the status quo, and the grit to turn challenges into opportunities
- Compensation: $65,000-$80,000 per year, dependent on experience
- Financial Growth: Quarterly Profit Share Disbursements based on business performance and a 401k with company match
- Wellness: A program with up to $750 annual incentives (we use our own product!)
- Health: Heavily subsidized medical/dental/vision plans, plus a $500 company contribution for any HSA medical plan
- Flexibility: 40% remote work (work from home) after training, plus flexible hours
- Perks: $1,000 annual Professional Development reimbursement, generous PTO, 10 paid holidays, quarterly events, and weekly team lunches
Create a free Caio profile to unlock more results and save your role and location preferences.
Unlock free search