Account Manager

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Act as the main liaison for a portfolio of current customers

• Enhance account growth through upselling, cross-selling, and renewal initiatives

• Comprehend each customer's business objectives, challenges, and product usage to provide ongoing value

• Collaborate with Customer Success, Professional Services, and Product teams to achieve customer outcomes

• Recognize at-risk accounts early and implement retention strategies

• Perform regular account assessments and success check-ins

• Maintain precise forecasting and pipeline management utilizing CRM tools like Salesforce

• Keep updated on M-Files product enhancements, roadmap, and new features to communicate with customers

• Travel for customer meetings or Quarterly Business Reviews (QBRs) as necessary

• Work in conjunction with Direct Sales, Sales Engineers, Business Development Representatives, Professional Services, Customer Success, Product Management, and Marketing

⛳️ Requirements

• Bachelor's degree and/or relevant work experience as specified

• 3–5+ years of experience in Account Management, Customer Success, or expansion-oriented SaaS sales

• Demonstrated ability to manage and expand a portfolio of existing B2B customer accounts

• Excellent communication and relationship-building skills with executive stakeholders

• Proactive, customer-focused mindset towards retention and growth

• Proficient in consultative selling and recognizing customer needs

• Comfortable working collaboratively across functions in a dynamic environment

• Experienced with Salesforce or other CRM systems

• Preferred: Background in information management, document/content management, or enterprise SaaS

• Preferred: Knowledge of expansion sales strategies and frameworks (e.g., SPICED, land-and-expand)

• Preferred: Experience managing mid-market or enterprise customer relationships

• Preferred: Experience in sectors like Energy, Utilities, Financial Services, or Professional Services

🏝️ Benefits

• Flexibility to create their own work/life balance in a remote-enabled environment

• 10 paid holidays per year

• Unlimited Paid Time Off (PTO)

• Matching 401K Plan (25% of employee's contribution up to the IRS maximum)

• Health insurance options (PPO and HDHP/HSA plans available)

• Dental insurance coverage

• Vision insurance plans

• Life insurance coverage (1x employee salary)

• Short-term disability coverage (employer paid)

• Long-term disability coverage (employer paid)

• Flexible Spending Plan (for medical and dependent expenses)