Strategic Account Manager

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

📋 Description

• Manage a portfolio of current Momentive clients as the primary contact following the sale.

• Oversee the renewal process from beginning to end, proactively addressing churn risks.

• Recognize and secure cross-sell and upsell opportunities across the Momentive product range, including Aptify, NimbleAMS, and GiveSmart.

• Conduct quarterly business reviews to reassess client objectives, showcase value delivered, and outline subsequent steps.

• Cultivate relationships with various stakeholders within each account.

• Collaborate with Customer Success and Support to ensure a cohesive client experience.

• Keep Salesforce account plans updated, including renewal dates, opportunity stages, and next actions.

• Monitor net revenue retention, renewal rates, and expansion goals, providing regular reports.

• Communicate client feedback and trends to the Product and Marketing teams.

• Stay informed about the technology landscape in the association and nonprofit sectors.

• Work alongside the Director on account planning, deal strategies, and pipeline assessments.

⛳️ Requirements

• A minimum of 3 years' experience in account management, customer success, or a client-facing sales role, preferably in B2B SaaS.

• Proven history of achieving or surpassing retention and renewal objectives.

• Experience in identifying and securing expansion opportunities within an established account base.

• Ability to manage a portfolio of accounts simultaneously while effectively prioritizing tasks.

• Proficient in navigating accounts with multiple stakeholders or decision-makers.

• Familiarity with the association, nonprofit, or membership technology sectors is advantageous.

• Daily use of Salesforce or a similar CRM for tracking accounts, pipelines, and renewals.

• Comfortable using Gong, Salesloft, or other sales engagement tools.

• Proficient in Microsoft Office 365, particularly Excel for account and portfolio reporting.

• Excellent relationship-building capabilities.

• Strong written and verbal communication skills.

• Well-organized in portfolio and renewal management.

• Consultative approach to problem-solving.

• Ability to interpret account health metrics and communicate them clearly.

• Willingness to travel as necessary to engage with clients.

• Must be at least 18 years old.

• Eligible to work in the United States without sponsorship.

• Employment eligibility verification required upon hiring.

🏝️ Benefits

• Medical, Dental & Vision Benefits

• 401(k) Savings Plan with Company Match

• Flexible Planned Paid Time Off

• Generous Sick Leave

• Inclusive & Welcoming Environment

• Purpose-Driven Culture

• Work-Life Balance

• Commitment to Community Involvement

• Employer-Paid Parental Leave

• Employer-Paid Short-Term Disability

• Remote Work Flexibility