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crm forecasting account management salesforce upselling📋 Description
- Manage and expand a portfolio of named accounts in a B2B SaaS environment.
- Meet or exceed revenue and expansion targets across the portfolio.
- Develop and execute account plans focused on retention and adoption.
- Manage the full sales cycle from prospecting to negotiation and closure.
- Build strong relationships with customer stakeholders and decision makers.
- Collaborate with partners and cross-functional teams to drive outcomes.
🎯 Requirements
- Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent)
- 4+ years in account management, sales, customer success, or related role
- Proven track record meeting or exceeding revenue, retention, or expansion targets
- Experience managing a portfolio of B2B customer accounts
- Familiarity with CRM tools such as Salesforce or similar systems
- Strong ability to identify and close upsell and cross-sell opportunities
🎁 Benefits
- OTE $130k–$160k with 50/50 base/variable
- 401k and medical/dental coverage
- Comprehensive benefits package
- Paid time off and holidays
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