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crm data analysis salesforce saas ai📋 Description
- Establish and nurture long-term relationships with Pros to drive engagement and growth.
- Serve as primary contact for your portfolio; ensure clear comms and goal alignment.
- Support contract renewals by addressing concerns and reinforcing value.
- Identify opportunities to upsell and cross-sell add-ons to grow accounts.
- Analyze account performance and usage data to optimize retention and expansion.
- Collaborate cross-functionally with Sales, Customer Success, Marketing, Product to deliver a cohesive experience.
🎯 Requirements
- Bachelor’s degree or equivalent work experience
- 2+ years in account management, customer success, sales, or customer support within a SaaS environment
- Experience managing mid-market accounts ($20K–$200K ARR) with focus on retention and expansion
- Proficiency using CRM systems (e.g., Salesforce) for account tracking and pipeline management
- Strong consultative selling and negotiation skills grounded in data and customer insights
- Experience using AI tools to increase quality and efficiency of work
🎁 Benefits
- Remote-friendly role (#LI-remote)
- Career growth opportunities with supportive leadership
- Inclusive, equal-opportunity employer with a diverse culture
- Collaborative, cross-functional team environment across Sales, CS, Marketing, and Product
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