Account Manager

Position Title: Account Manager

Department: Sales

FLSA Status: Full-Time / Exempt

Work Location: Hybrid / Austin, TX

Job Summary

The Account Manager is responsible for managing a portfolio of existing customers and

delivering high-quality account support to drive customer satisfaction, retention, and revenue

growth. This role focuses on building strong client relationships, executing account management

activities, and identifying opportunities to expand services. The Account Manager works closely

with internal teams to ensure a seamless customer experience and alignment with client needs.

Role Scope & Accountability

This Individual Contributor role owns execution of account management responsibilities for an

assigned portfolio of customers. The Account Manager has autonomy in how they manage

relationships, prioritize accounts, and drive outcomes within established sales processes and

targets.

Success is measured by customer retention, revenue growth, account health, and the quality and

consistency of client engagement. This role is responsible for delivering results through effective

execution, proactive communication, and problem-solving.

Key Responsibilities

• Manage a portfolio of existing customer accounts to ensure satisfaction, retention, and

long-term partnership

• Serve as the primary point of contact for customer inquiries, requests, and escalations

• Build strong, consultative relationships with key stakeholders and decision-makers

• Identify opportunities for account growth through renewals, upselling, and cross-selling

• Achieve revenue targets associated with assigned accounts

• Conduct Quarterly Business Reviews (QBRs) with customers, including both operational

and executive stakeholders

• Develop and maintain account plans aligned with customer goals and business objectives• Guide customers through lifecycle stages including onboarding, renewals, and service

enhancements

• Partner with internal teams (sales, support, product, operations) to deliver solutions and

resolve issues

• Monitor customer health, usage trends, and engagement to proactively identify risks or

opportunities

• Maintain accurate account records, activity tracking, and forecasts in CRM systems (e.g.,

HubSpot)

• Provide customer feedback and insights to internal teams to support product and service

improvements

• Communicate progress, risks, and updates clearly to leadership and stakeholders

Qualifications & Experience

• 2+ years of experience in account management, customer success, or client services

(technology, SaaS, or infrastructure preferred)

• Proven ability to meet or exceed revenue targets

• Strong relationship-building and interpersonal skills with a customer-focused approach

• Excellent written and verbal communication skills

• Strong organizational skills with the ability to manage multiple accounts and priorities

• Experience with CRM systems such as HubSpot or Salesforce

• Ability to understand customer needs and align solutions to business objectives

• Ability to work cross-functionally in a fast-paced environment

• Bachelor’s degree preferred but not required

Professional Expectations

• Demonstrates ownership and accountability for assigned accounts and outcomes

• Delivers consistent, high-quality client interactions and follow-through

• Maintains reliability in execution and communication

• Proactively identifies opportunities and resolves issues

• Collaborates effectively with internal teams to support customer success

• Seeks feedback and continuously improves performance

• Upholds company values and represents the organization professionally