Account Manager
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The role
Own and manage a diverse book of business for a SaaS FP&A platform, focusing on retention, expansion, and value realization.
Develop and execute account growth strategies with multi-threaded stakeholder engagement, including CFOs and FP&A teams.
Identify and close upsell and cross-sell opportunities, partnering with Customer Success to drive product adoption.
Lead Quarterly Business Reviews to reinforce value and surface new opportunities.
Forecast expansion pipeline and manage deals through Salesforce, ensuring accurate reporting.
Collaborate with Marketing, Product, and Solutions as needed to shape go-to-market efforts and maximize customer outcomes.
Develop and execute account growth strategies with multi-threaded stakeholder engagement, including CFOs and FP&A teams.
Identify and close upsell and cross-sell opportunities, partnering with Customer Success to drive product adoption.
Lead Quarterly Business Reviews to reinforce value and surface new opportunities.
Forecast expansion pipeline and manage deals through Salesforce, ensuring accurate reporting.
Collaborate with Marketing, Product, and Solutions as needed to shape go-to-market efforts and maximize customer outcomes.
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