Strategic Account Manager

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

📋 Description

• Take ownership of a portfolio consisting of existing Momentive clients, serving as their primary contact post-sale.

• Oversee the entire renewal process, proactively identifying potential churn risks.

• Discover and secure cross-sell and upsell opportunities within the Momentive product range, which includes Aptify, NimbleAMS, and GiveSmart.

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

• Cultivate and sustain relationships with various stakeholders within each account.

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

• Keep Salesforce updated with account strategies, renewal timelines, opportunity phases, and upcoming actions.

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

• Relay client feedback to Product and Marketing teams to guide the product roadmap.

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

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

• Report directly to the Director of Sales – Account Management.

⛳️ Requirements

• Minimum of 3 years of experience in account management, customer success, or a client-facing sales position, preferably in the B2B SaaS industry.

• Proven track record of achieving or surpassing retention and renewal objectives.

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

• Ability to manage multiple accounts simultaneously, prioritizing effectively to maximize impact.

• Experience working with accounts that have multiple stakeholders or decision-makers.

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

• Daily use of Salesforce or a similar CRM to manage accounts, pipelines, and renewals.

• Proficient in Gong, Salesloft, or other comparable sales engagement tools.

• Competence in Microsoft Office 365, particularly Excel, for account and portfolio analysis.

• Exceptional relationship-building capabilities.

• Strong communication skills, both written and verbal.

• Ability to effectively manage a full portfolio of accounts and renewal processes.

• Consultative mindset for asking questions and resolving issues.

• Comfortable working with numerical data and articulating account health.

• Willingness to travel as required for client meetings.

• Must be eligible to work in the United States without the need for sponsorship.

• Minimum age requirement of 18.

🏝️ 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.