Account Manager, Mid-Market

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of and expand a high-volume portfolio of accounts within the Scaled AM segment.

• Enhance retention, facilitate early renewal upsells, and promote expansion through proactive outreach and AI-driven workflows.

• Act as the primary relationship manager for clients generating approximately $25K to $50K ARR.

• Operationalize and consistently refine AI-driven workflows for onboarding customers, accelerating ramp-up, monitoring health, and identifying upsell opportunities.

• Recognize and respond to early signals of ramping risks.

• Discover and qualify initial upsell opportunities while collaborating with Account Executives and Enterprise Account Managers.

• Ensure clean and organized Salesforce data, focusing on contact/account hygiene and renewal schedules.

• Collaborate with GTM Ops to define, test, and enhance scaled customer-intelligence tools and field structures.

• Document workflows, playbooks, and operational procedures.

• Identify recurring customer inquiries, content deficiencies, and unresolved patterns, directing them to Support, Product, or Sales.

• Advocate for customers within the organization and support go-to-market strategies and product feedback loops.

⛳️ Requirements

• A minimum of 2 years of experience in Account Management, Customer Success, or Sales, ideally in a SaaS or clean tech setting.

• Demonstrated ability to manage a high-volume portfolio with effective retention and upsell outcomes, even with limited direct customer engagement.

• Proficiency in creating and executing structured workflows.

• Experience with Salesforce or comparable CRM platforms.

• Capability to identify account health indicators, such as usage metrics, engagement patterns, and renewal timelines.

• Excellent written communication skills.

• Ability to collaborate cross-functionally with Sales, RevOps, Support, Product, and GTM Ops teams.

• Highly organized, self-motivated, and adept at managing multiple priorities within a complex portfolio.

• Experience with AI tools in a professional workflow setting (preferred).

• Knowledge of AI agent platforms or automation tools (preferred).

• Background in solar, clean energy, or construction technology (preferred).

• Previous experience in a high-growth SaaS environment (preferred).

• Ability to assess operational requirements and partner with technical or operational stakeholders (preferred).

• Familiarity with credit-based, usage-based, or tiered SaaS pricing models (preferred).

• Experience in contributing to internal documentation, playbooks, or knowledge bases (preferred).

🏝️ Benefits

• Equity

• Bonus

• Flexible PTO

• Parental Leave

• WFH Stipend

• Coworking Stipend

• Energize Fridays

• Connectivity Stipend

• Learning & Development

• Medical, Dental, and Vision