Customer Account Manager

What You'll Do

We are looking for an Account Executive to join our SaaS Sales team, focused on growing existing SMB customers across the U.S. We are looking for a proven record in SMB relationship management, sales growth, and a focus for customer success. With accountability to Annual Recurring Revenue (ARR) growth, customer satisfaction, and retention, the Account Executive will help achieve our goals.

This is a hybrid role that must be located in Durham

What Your Responsibilities Will Be

Customer Relationship Management: Develop strategic relationships with partners across customer organizations, from daily users to executive levels. You will be the trusted advisor for clients, understanding their goals, and compliance needs. Demonstrate value and engage customers to ensure they are maximizing the benefits of their current investments, and understanding the value of additional features and products.

Improve Sales Growth: You will Improve ARR targets by creating, and expanding a pipeline of opportunities within assigned accounts. Identify cross-sell and upsell opportunities, create compelling business cases, and achieve quota. Provide forecasts and risk analyses, tracking customer interactions within CRM tools such as Salesforce.

Account Management and Strategic Execution: You will develop and refine comprehensive account plans aimed at delivering sales targets and exceeding customer expectations. Lead negotiations to secure favorable terms, close deals, and exceed revenue goals. Experience establishing communication and engagement with prospects for sales calls, product presentations, webinars, and in-person meetings, ensuring every customer interaction is insightful and value-driven.

You will analyze customers' pain points and compliance goals, offering tailored solutions that align with their team goals. Follow up to assess satisfaction, address latest needs, and identify additional revenue opportunities.

Collaboration: Collaborate with our teams such as Marketing and Customer Success to provide a cohesive, seamless customer experience that prioritizes satisfaction and retention. Partner across the organization to provide a unified approach to customer engagement and value delivery. #LI-Hybrid

What You'll Need to be Successful

• Experience in a quota-carrying B2B sales role, specifically in selling to an existing customer base.
• Minimum 4 years' experience in SaaS sales, with a preference for those with expertise in the financial, tax, or compliance industry.
• Understand and application of sales management practices, including opportunity generation, pipeline management, and forecasting.
• Experience balancing multiple sales opportunities.
• Industry knowledge in retail, software, logistics, finance, accounting, or tax.
• Formal sales training and a relevant bachelor's degree.
• Proficient in desktop productivity tools and CRM systems (e.g., Salesforce, Gainsight).
• You will report to the Manager of Sales, Existing Accounts

• You'll bring experience using AI and AI-related technologies, ready to thrive here.
• You'll apply AI every day to business challenges - improving efficiency, contributing solutions, and driving results for your team, our company, and our customers.
• You'll grow with AI by staying curious about new trends and best practices, and by sharing what you learn so others can benefit too.