Related skills
crm data analysis salesforce business intelligence saas📋 Description
- Own a portfolio of mid-market accounts; build exec relationships and be a trusted advisor.
- Guide customers through change and adoption; implement Mutual Success Plans.
- Lead renewal and expansion discussions; use analytics to identify risks and opportunities.
- Anticipate risk across product usage; diagnose root causes and solve ad hoc issues.
- Collaborate with Business Development, Marketing, and Product on feedback.
- Maintain governance and clear communication across customer and internal teams.
🎯 Requirements
- B.S. or B.A. in business management, finance, economics, or similar.
- At least 2 years of account management or customer success experience (enterprise SaaS).
- Expertise with Excel and CRMs; Salesforce preferred.
- Proficiency communicating data via Excel, Salesforce and BI tools.
- Strong verbal and written communication, presentation, and listening skills.
- Ability to multi-task and manage multiple accounts and assignments.
🎁 Benefits
- Competitive cash compensation.
- Comprehensive health coverage (PPO, HSA, FSA).
- 401(k) with company match.
- Annual professional development stipend.
- Generous paid time off and mental health resources.
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