Head of Account Management
New
K
K1xSaaS, Tax Technology
United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 10+ years of experience in Account Management or Customer Success within SaaS, including at least 3+ years directly leading or managing a team
- Required Skills
- Customer SuccessSaaSAccount ManagementCRMData analytics
Requirements
- 10+ years of experience in Account Management or Customer Success within SaaS.
- 3+ years of experience directly leading or managing a team.
- Experience working at a startup or small company with an ability to operate with autonomy.
- Strong understanding of tax workflows and reporting (e.g., K-1, partnership, or fund structures).
- Proven ability to set and hit team quotas, run pipeline reviews, and manage forecasts.
- Player/coach mindset with willingness to own accounts directly.
- Experience coaching on executive relationship-building and renewal negotiation.
- Proficiency with CRM and analytics tools for account health and whitespace identification.
- Strong communication and consultative relationship-building skills.
Responsibilities
- Lead, coach, and develop a team of Account Managers while personally managing a portfolio of key accounts.
- Set individual and team quotas and hold team members accountable to renewal and growth targets.
- Run regular pipeline, renewal, and forecast calls to track coverage and risk.
- Partner with Account Managers to identify whitespace and build expansion pipeline.
- Facilitate QBRs for own portfolio and guide the team in high-quality QBR delivery.
- Serve as the senior escalation point for complex client issues.
- Collaborate with Product, Support, and Finance teams to drive client value and shape roadmap priorities.
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