Account Manager
New
M
M-FilesDocument management SaaS
Workable workplace: remote; Workable locations: United States. Boston, Massachusetts, United States. Austin, Texas, United States. San Francisco, California, United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales
- Required Skills
- SalesforceCustomer SuccessAccount ManagementRelationship managementCRM
Requirements
- Bachelor's degree and/or equivalent work experience.
- 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales.
- Proven ability to manage and grow a portfolio of existing B2B customer accounts.
- Strong communication and relationship-building skills with executive stakeholders.
- A proactive, customer-centric approach to retention and growth.
- Skill in consultative selling and identifying customer needs.
- Ability to collaborate cross-functionally in a fast-paced environment.
- Proficiency in Salesforce or other CRM systems.
- Preferred: experience in information management, document/content management, or enterprise SaaS.
- Preferred: familiarity with expansion sales strategies and frameworks such as SPICED or land-and-expand.
- Preferred: experience managing mid-market or enterprise customer relationships.
- Preferred: background in Energy, Utilities, Financial Services, or Professional Services.
Responsibilities
- Serve as the primary point of contact for a portfolio of existing customers.
- Drive account expansion through upselling, cross-selling, and renewal strategies.
- Understand customers’ business goals, challenges, and product usage to deliver ongoing value.
- Partner with Customer Success, Professional Services, and Product teams to support customer outcomes.
- Identify at-risk accounts early and coordinate retention strategies.
- Conduct regular account reviews and success check-ins.
- Maintain accurate forecasting and pipeline management using CRM tools such as Salesforce.
- Stay informed on M-Files product updates, roadmap, and new capabilities to share with customers.
- Travel for customer meetings or QBRs as needed.
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