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crm forecasting saas ai accountmanagementπ Description
- Own Mid-Market accounts; drive adoption, renewal, growth.
- Lead discovery, value reviews, and product demos tied to goals.
- Maintain operational rigor across systems: forecast renewals and health.
- Build account plans; identify risks and opportunities; execute playbooks.
- Collaborate cross-functionally to remove roadblocks and deliver solutions.
- Hybrid: based in SF with 3 days in-office; travel as needed.
π― Requirements
- 3+ years of customer success, account management, or client-facing experience.
- Proven ownership and proactive problem solving that led to measurable outcomes.
- Strong relationship mgmt and communication; comfortable leading demos.
- Operationally rigorous; experience forecasting and health tracking.
- Growth-minded, coachable, adaptable; excited to leverage AI to improve workflows.
- Experience in SaaS or non-traditional backgrounds with strong ownership welcomed.
π Benefits
- Equity and benefits
- Hybrid work with 3 days in-office
- Equal opportunity and inclusive culture
- Exposure to AI-enabled workflows
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