Account Manager

Location: Irvine, CA — In Office

About Terros

We help companies optimize their field sales teams with a suite of modern software products that improve canvassing, lead generation, sales rep retention, and top-line revenue. We are a fast-growing startup and pride ourselves on a high-energy, collaborative environment where every team member has a direct impact on the product.

Role Overview

As an Account Manager on our Experience team, you will be the face of Terros for our strategic partners. You aren't just managing a checklist; you are elevating customer relationships, driving successful onboarding, and ensuring customers realize consistent, measurable value. You will act as a trusted advisor to our accounts and partner closely with Sales, Product, and Engineering to shape our product direction and service delivery.

Key Responsibilities

• Customer Leadership: Serve as the primary point of contact for strategic accounts, building long-term, executive-level relationships.
• Strategic Onboarding: Lead complex implementations, including account configuration, data migrations, and advanced user training.
• Expansion & Retention: Identify opportunities for account growth and coordinate with Sales and RevOps to drive renewals and upsells.
• Technical Advocacy: Use low-code tools to assist with workflow automation and data mapping; translate customer "pain points" into technical requirements for the Product team.
• Process Building: Help define and refine our CS playbooks, onboarding templates, and customer-facing documentation.

Required

• 4+ years of experience in Customer Success, Account Management, or SaaS Implementation.
• Technical Aptitude: Proficiency with low-code/no-code tools (e.g., Zapier, Airtable, or similar) to automate workflows and manage data.
• Account Ownership: A proven track record of managing high-value accounts with measurable retention and expansion outcomes.
• Communication: Exceptional presentation skills, with the ability to command a room of executive stakeholders.
• Location: Ability to work full-time out of our Irvine, CA office.

• Experience in a fast-growing SaaS startup or B2B tech environment.
• Familiarity with CRM systems, APIs, and data migration best practices.
• Previous experience in field sales or managing software for "boots on the ground" teams.

• Bachelor’s degree in Information Systems, Business, Communications, or equivalent professional SaaS experience.

• Impact: Be an early member of the Experience organization and help define how we serve customers.
• Innovation: Work with a cutting-edge sales performance platform in a massive, underserved market.
• Collaboration: Work in an environment that values high-accountability, customer-first thinking, and rapid iteration.
• Culture: Enjoy a vibrant, in-person office culture in the heart of Orange County.