Strategic Account Manager

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

📋 Description

• Build and nurture robust client relationships through regular meetings and ongoing executive leadership business reviews.

• Gain a comprehensive understanding of each client's contracts within the assigned portfolio.

• Increase account engagement and loyalty through cross-selling, up-selling, and activating under-used product features.

• Respond to client inquiries and concerns promptly.

• Create, lead, and implement client account strategies to enhance and retain revenue.

• Serve as an escalation contact and relay feedback to relevant departments.

• Keep abreast of pertinent industry trends.

• Collaborate with Professional Services on implementations, change requests, and Statements of Work (SOWs).

• Partner with Sales Directors on developing new business opportunities with current customers.

• Draft reports, proposals, and documentation for both client-facing and internal presentations.

• Assess client needs and business goals to formulate solution strategies.

• Make decisions regarding products, services, or processes that affect multiple functions or customer accounts.

• Collect and share competitive intelligence.

• Support RFP writing initiatives.

• Work collaboratively across functions to meet customer needs and address challenges.

• Set sales and revenue objectives and strive to achieve them.

• Ensure compliance with contract terms for both clients and the organization.

• Keep a precise opportunity pipeline and forecasting records.

• Prepare and renew contracts punctually.

• Execute client agreements, which include contracts, Change Requests, Order Forms, Master Services Agreements (MSAs), and SOWs.

• Maintain weekly updates to Salesforce account and opportunity data.

• Sustain a regular communication schedule with clients, including Periodic Operational Reviews (PORs) / Quarterly Business Reviews (QBRs), annual in-person meetings, and proactive check-ins.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• Demonstrated experience as a client relationship, success, or account manager.

• Exceptional customer service skills and experience strongly preferred.

• Fundamental business acumen to recognize client needs and propose solutions.

• Capability to work efficiently under strict deadlines and meet established targets.

• Proficiency in MS Office.

• Basic familiarity with Account Manager platforms is generally preferred.

• Ability to juggle multiple priorities effectively.

• Capacity to stand and sit for prolonged periods.

• Ability to lift up to 10 lbs.

• Achievement of variable compensation performance metrics as outlined in the annual Sales Compensation Plan, which includes SaaS, Services, and Renewal quota achievement.

• Skill in preparing and renewing contracts in a timely manner.

• Accurate, proactive, and timely record-keeping and reporting in Salesforce and other related sales operations systems.

• Competence in developing and executing account plans.

• Proficient in executing client agreements, including contracts, Change Requests, Order Forms, MSAs, and SOWs.

• Ability to keep Salesforce account and opportunity information current on a weekly basis.

• Proficiency in maintaining required client communication cadence, which includes PORs/QBRs, annual face-to-face meetings, and proactive check-in calls.

🏝️ Benefits

• Remote-First & Flexible PTO — work from wherever you are most productive.

• 100% company-paid employee-only medical, dental, and vision coverage option.

• Company contributions towards dependent coverage.

• Company-paid life and disability insurance.

• 401(k) with 4% matching.

• Access to financial advisors for planning assistance.

• 6 weeks parental leave.

• Structured 30-60-90 day plans and ongoing training.

• Peer-to-peer bonuses.

• Team celebrations.