Account Manager

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The company is redefining how work gets done. Our AI-native document management system offers purpose-built business use cases, spanning universal and industry-specific workflows, to enable secure collaboration, automate processes, and ensure governance.

Unlike traditional systems, the company organizes content around the context of your business — connecting documents to related people, projects, and transactions. With our unique metadata-driven architecture, organizations can model content in line with their business processes, unify information across silos, and apply AI at scale. The result is greater productivity, reduced risk, and smarter, faster decisions for over 6,000 customers in 100+ countries.

At the company, our Guiding Principles unite us across diverse cultures and personalities:

• Make It Happen – We set bold goals, take ownership, learn from mistakes, and relentlessly pursue results.

• Help Others – We lead with kindness, assume good intentions, hold one another accountable, and celebrate wins together.

• Love Customers – We put customers and partners at the heart of everything, delivering value with respect, fairness, and speed.

To learn more about us we encourage you to visit: the company Careers | Open Jobs, Culture & Benefits

Learn more about what earned us the Working at the company Inc. | Great Place to Work

Summary of the role

As an Account Manager at the company, you’ll play a key role in nurturing long-term customer relationships and driving revenue growth within our existing customer base. You’ll act as a strategic advisor, uncovering opportunities to expand product adoption, deliver value, and ensure customer satisfaction and retention.

This role requires excellent relationship management, solution selling, and communication skills, as well as the ability to work cross-functionally to support customer success and growth initiatives.

What you will be doing/Responsibilities and Duties

• Serve as the primary point of contact for a portfolio of existing customers

• Drive account expansion through upselling, cross-selling, and renewal strategies

• Understand each customer’s business goals, challenges, and product usage to deliver ongoing value

• Partner with Customer Success, Professional Services, and Product teams to support customer outcomes

• Identify at-risk accounts early and coordinate retention strategies

• Conduct regular account reviews and success check-ins

• Maintain accurate forecasting and pipeline management using CRM tools (e.g., Salesforce)

• Stay informed on the company product updates, roadmap, and new capabilities to share with customers

• Travel for customer meetings or QBRs as needed

Key Interfaces to Other the company Roles

• Direct Sales team members

• Sales Engineers

• Business Development Representatives

• Professional Services

• Customer Success

• Product Management

• Marketing

Requirements

• Bachelor's degree and/or equivalent work experience as outlined

• 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales

• Proven ability to manage and grow a portfolio of existing B2B customer accounts

• Strong communication and relationship-building skills with executive stakeholders

• Proactive, customer-centric approach to retention and growth

• Skilled in consultative selling and identifying customer needs

• Comfortable collaborating cross-functionally in a fast-paced environment

• Proficient in Salesforce or other CRM systems

Preferred Experience

• Experience in information management, document/content management, or enterprise SaaS

• Familiarity with expansion sales strategies and frameworks (e.g., SPICED, land-and-expand)

• Experience managing mid-market or enterprise customer relationships

• Background in industries such as Energy, Utilities, Financial Services, or Professional Services

Benefits

What We Offer

• As remote enabled company our employees enjoy the flexibility to establish their own life/work balance

• 10 paid holidays annually

• Unlimited PTO

• Matching 401K Plan (25% of employee's contribution up to the IRS max)

• Health insurance (PPO and HDHP/HSA plans offered)

• Dental insurance

• Vision insurance

• Life insurance (1x employee salary)

• Short-term disability (employer paid)

• Long-term disability (employer paid)

• Flexible Spending Plan (medical and dependent)