What You'll Do

Own a portfolio of high-value accounts, leading relationships and acting as a strategic advisor

Develop and execute account plans that identify expansion opportunities, renewal risk, and long-term growth strategy

Drive net revenue retention through upselling, cross-selling, and contract renewals

Conduct regular business reviews (QBRs) with stakeholders, including senior and C-suite decision-makers

Partner cross-functionally with Sales, Customer Success, and Product, to ensure customers receive a seamless experience

Monitor account health metrics (usage, satisfaction, churn risk) and proactively address issues before they escalate

Negotiate contract renewals and pricing in collaboration with Sales

Maintain accurate account data, forecasts, and pipeline in Hubspot

Who You Are

• 5+ years of experience in account management, customer success, or B2B sales in a SaaS or tech environment

• Proven track record of growing accounts and hitting/exceeding retention and expansion revenue targets

• Experience managing enterprise or mid-market relationships, including multiple stakeholders within an organization

• Strong consultative and negotiation skills, with the ability to align customer goals with product capabilities

• Excellent verbal and written communication skills; you're confident presenting to senior leadership and executives

• Proficiency with CRM tools (Salesforce, HubSpot, or similar)

• Analytical mindset; you're comfortable using data to build account plans and identify growth opportunities

• Bonus points: you've worked at a healthcare tech company, you understand the clinician experience, are familiar with EMR/EHRs
 

Is this you?

You treat account management as a craft, not a check-in call. You have a system for reading account health beyond what's in the CRM. You think in relationships and revenue at the same time, you don't see them as trade-offs. You'd rather fix why an account is at risk than just talk the client down from churning. And you can feel at home in a ~40-person company where you own outcomes directly.

 

What success looks like

1 month: You've taken over your full portfolio; every relationship, every renewal date, every open thread. People already notice you know the accounts, not just the contract terms. You know which clients are genuinely healthy and which ones are quietly at risk, regardless of what the dashboard says.

3 months: You've closed or meaningfully progressed at least one expansion or upsell. You've found and fixed a process gap that was costing the team time or customer trust; a broken handoff, a QBR nobody was using, a renewal that kept surprising people. You own the full outcome of at least one account end-to-end, not just your slice of it.

9 months: You're a proven revenue driver, not just a relationship-holder and your accounts show it in the numbers. You've grown at least one client relationship from "vendor" to "strategic partner." You're trusted to shape how the team runs account planning, forecasting, or onboarding, not just execute it.

• Hybrid work & flexible work hours
• Comprehensive health and wellness coverage from day one
• Competitive PTO, including winter shutdown Dec 25 - Jan 1, birthdays and Taliversaries, and 'extra long' long weekends
• $2000 annually in "Knowledge Dollars" to learn, grow, and level up
• Quarterly socials & company outings that bring our team together beyond the day-to-day