Account Management Team

We are building a team of highly motivated, client-obsessed, strategic Account Specialists willing to work with SMB clients. We are looking for candidates who are independent thinkers, executors, and passionate about building our business & footprint.

The challenge

We are seeking a multifaceted Account Specialist to oversee the entire customer lifecycle for our Standard SMB accounts, from onboarding through to renewal. This critical role involves facilitating a smooth transition for new customers, managing ongoing account requirements, and executing the renewal process to maintain and grow our revenue base.

What you will help us deliver:

• Onboarding: Develop and implement tailored onboarding plans for new SMB accounts, ensuring a seamless integration into our services.
• Customer Engagement: Serve as the primary contact point for SMB customers throughout their lifecycle, addressing inquiries, and providing solutions.
• Renewal Management: Prepare and manage renewal contracts, track them diligently within Salesforce, and negotiate to secure high retention rates.
• Reporting and Analysis: Deliver regular impact reports and dashboards to customers, highlighting value and return on investment.
• Lifecycle Coordination: Post-onboarding, manage ongoing account needs, including the oversight of the CSV process in line with company standards.
• Account Health: Monitor customer accounts for retention risks and develop strategies to enhance satisfaction and loyalty.
• Process Optimization: Continuously assess and refine customer lifecycle processes to enhance efficiency and customer experience.

Basic Qualifications:

• Demonstrated experience in customer lifecycle management within a SaaS or subscription-based business environment.
• Strong project management and organizational skills with the ability to manage multiple timelines and accounts simultaneously.
• Excellent communication, negotiation, and interpersonal skills, with a proven record of building strong customer relationships.
• Proficiency in Salesforce and other CRM systems, as well as competency with various onboarding software and data analysis tools.
• A proactive and customer-centric approach to problem-solving and process improvement