What are the responsibilities and job description for the Account Manager position at AgentSync?
About AgentSync :
AgentSync is a powerful, easy-to-use Compliance as a Service solution, directly integrating regulatory database sources of truth (i.e. NIPR, FINRA) with core business systems (i.e. Salesforce) so we can automate the critical business processes associated with these compliance requirements.
We're a new-school solution tackling an age-old, ubiquitous problem with smart technology and automation in a market full of inefficient, high-cost solution options - spreadsheets, manual processes, legacy software, more headcount, outsourcing, etc.
About the Role :
As a SaaS Account Manager, you will play a key role in maintaining and growing relationships with customers whose accounts generate an Annual Recurring Revenue (ARR) of $75,000 or less. Your primary focus will be on renewing existing contracts, ensuring customer satisfaction, and identifying opportunities to upsell or cross-sell within the customer base. Maintaining a high renewal rate and fostering customer loyalty are essential to the company's success. You will act as the trusted advisor for your customers, guiding them through their renewal, identifying up-sell opportunities, and ensuring they derive maximum value from our services.
What you'll do :
Customer retention is critical to the long-term growth and sustainability of any SaaS business. Renewing existing accounts not only reduces churn but also allows for long-term planning and the identification of potential growth opportunities within the customer base. As an Account Manager, your work directly impacts the company's ARR and customer satisfaction metrics. By renewing these commercial and mid-market accounts, you maintain a stable revenue stream and contribute to increasing overall customer lifetime value (CLTV).
Key Responsibilities :
- Renewals : Own and manage the renewal process for a portfolio of accounts worth $75,000 ARR or less, ensuring high retention rates.
- Upselling and Cross-selling : Identify and capitalize on opportunities to expand customer usage by recommending relevant product features, upgrades, or complementary services.
- Data-Driven Management : Monitor key account health metrics, renewal status, and overall usage patterns using CRM and analytics tools to proactively manage renewals. While customer success "owns" these KPIs, the AM is a customer of the metrics.
- Reporting : Accurately Forecast and report on renewal status, customer engagement, and churn risks to the Director of Sales and Director of CSM.
How you'll be impactful :
Your Experience :
This role is designed for someone who thrives in a customer-facing position and understands the importance of nurturing long-term relationships to drive business outcomes. Successful renewals will directly contribute to the company's bottom line, and your ability to manage these relationships will be essential to retaining valuable customers.
Don't meet every single requirement?
At AgentSync we are dedicated to building a diverse, inclusive and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.
Salary : Location
Denver / Boulder Metro
Salary & Benefits
90,000 - $150,000 OTE
Additionally, this role is eligible to participate in AgentSync's equity programs. 100% Company Paid Healthcare Insurance (for you and any dependents)
Financial Benefits
Other Benefits
Candidates : AgentSync Recruiting & Talent teams will only communicate with you using @agentsync.io email addresses. When you receive communication from AgentSync, check the email address domain to ensure you're connected with our team (and not a scammer!).
Salary : $90,000 - $150,000
