Account Manager

Streamline is looking for an empathetic, organized, and customer-obsessed Account Manager to join our growing Sales team. In this role, you’ll be responsible for proactively managing a portfolio of special district customers — driving product adoption, ensuring customer satisfaction, and supporting long-term retention and growth. This is not a traditional sales role. Our account managers are trusted advisors, having value-add conversations with customers focused on product education, relationship-building, and helping customers maximize the value from our platform. You’ll play a critical role in supporting customer outcomes, uncovering product insights, and guiding districts through important transitions like product upgrades or price changes.

What You’ll Do

• Drive Customer Retention and Value
  • Schedule and host “Value Control Meetings” to ensure customers are getting the most from their Streamline services.
  • Monitor account health and prioritize outreach to customers showing signs of churn or inactivity.
  • Leverage our customer outreach list (based on renewal date, price increase timelines, MRR, etc.) to guide your monthly workflow.
• Educate and Advocate
  • Help districts understand the value of our products like Community Pro, Operations Pro, and Amplify.
  • Translate complex feature sets into practical benefits tailored to each district’s unique needs.
  • Showcase new platform capabilities, especially those aligned with compliance, transparency, and communication.
• Support Strategic Upgrades
  • Identify opportunities to upgrade customers to higher-tier packages based on their needs and readiness.
  • Provide feedback to the Product team about customer challenges, desires, or missing functionality.
  • Collaborate with internal teams to ensure upgrades are smooth, timely, and valuable.
• Coordinate Pricing Transitions
  • Conduct proactive check-ins 6 months before any contract renewal.
  • Act as the customer’s advocate during pricing conversations, focusing on education and long-term value.

About Streamline

Streamline has grown rapidly, doubling year over year. We’ve optimized every part of our onboarding, support, and billing processes, and we’re ready to scale nationally. We invest heavily in our work culture and people. We’ve been recognized by the Sacramento Business Journal as one of the “Best Places to Work” for many years, and it shows: our clients and customers love working with us. We honor each other’s strengths and contributions and we learn new stuff all the time.
Streamline is a very special place to work. Every employee receives a competitive salary and compensation package, the very best healthcare benefits available, and a place that supports them and their loved ones with a variety of resources:

• Competitive salaries and comprehensive compensation packages
• Flexible Time Off (Sick and Vacation)
• 20 company-paid holidays
• 401(k) plan with 4% company match and complimentary financial planning
• Employee Stock Option Program (ESOP)
• Comprehensive Platinum and Gold healthcare packages, including Blue Cross, Western Health Advantage, and Kaiser
• Streamline contributes 100% employee cost and 70% of the dependent costs for the base plan (Kaiser Gold HMO B).
• 100% employee cost for vision, dental, Basic, Life, and AD&D insurance.
• Flexible Spending Account (FSA) with company dollar-for-dollar company match for additional healthcare needs.
• Streamline provides $2,000 annually to a Lifestyle Spending Account to be used for health and wellness related activities not covered by the traditional Flexible Spending Account.
• 18 weeks of paid Child Bonding Leave
• An inclusive, mission-driven culture with a focus on community, diversity, kindness, and service.

We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

What You'll Have:

• 2-5 years of Account Management, Sales, or consultative sales experience in a SaaS or B2B environment, including upsells/upgrades and contract renewal discussions
• Exceptional written and verbal communication skills.
• Ability to balance customer empathy with business outcomes.
• Highly organized and comfortable managing hundreds of accounts with varied needs and timelines in a CRM (Hubspot a plus)
• Strong curiosity and desire to learn about product functionality and new releases.
• Confidence in leading virtual meetings and building relationships over Zoom and email.

Bonus Points For:

• Experience working with public agencies or understanding of compliance requirements (e.g., ADA, Brown Act).
• Experience working with government entities, nonprofits, or mission-driven organizations is a plus.
• Passion for supporting local government and community-focused organizations.
• Experience launching new products and successfully getting existing customers to purchase new products.