Schedule appointments and meet existing customers to identify prospects and present product offers.
Conduct sales presentations through virtual or on-site meetings.
Identify and qualify prospective customers through research, networking, and cold-calling.
XCEL Testing Solutions, a Colibri Group brand, provides online insurance education and securities licensing. The company values include Love, Joy, Boldness, Teamwork, and Curiosity, and has served over 25 million students.
Manage customer relationships to retain revenue and generate additional revenue through strategic account planning.
Develop a strong pipeline and achieve annual sales and revenue retention targets by negotiating renewals and expansions.
Conduct quarterly value-based reviews with top customers and collaborate with internal teams to ensure a world-class customer experience.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions for Fortune 100 companies. They are a close-knit, globally dispersed team with a diverse and inclusive culture centered around great people practices and learning opportunities.
Build and nurture client relationships, ensuring customer satisfaction and long-term retention.
Identify upsell and cross-sell opportunities to drive revenue growth and increase account value.
Manage renewals and contract negotiations, ensuring a seamless client experience.
Patch My PC provides enterprise solutions for automating third-party updates in Microsoft ConfigMgr, Intune, and WSUS. Our fully remote crew of 150 supports over 10,000 customers and 30 million devices, with core values guiding how we work and treat each other.
Own and grow strategic client relationships post-sale.
Identify new use cases and introduce additional solutions.
Maintain a relationship-driven engagement model with frequent onsite presence.
Lirio is a technology/software company that provides expertise in behavioral science, data science, and machine learning to drive consumer engagement and promote health. They appear to be a medium-sized company that values innovation and client relationships.
Lead, mentor, and empower a team of Account Managers to drive strategic growth and retention of mid-market accounts representing a significant portion of annual revenue.
Develop and execute the overarching account strategy for the mid-market segment, aligning with company revenue goals and market opportunities.
Cultivate executive-level relationships, serve as escalation point for complex client needs, and oversee aggregate revenue performance to ensure retention and growth targets.
Platform Science is an open IoT platform that partners with innovative fleets, application developers, vehicle manufacturers, and equipment providers in the transportation industry to deliver revolutionary solutions. Founded in 2015, the company employs a diverse and engaging group of people who believe in the power of great ideas and value thoughtful actions, empathy, and transparency.
Manage client relationships and develop team service strategy to meet client needs, acting as the primary point of contact.
Prepare for, plan, and conduct client meetings independently, focusing on strategic risk identification and program design.
Perform contract reviews, manage new business RFPs, and participate in prospecting activities to identify and close new business.
Newfront is a modern insurance brokerage transforming the industry with technology and expertise. They are committed to hiring diverse talent and supporting an inclusive workplace environment.
Drive revenue growth through upselling and cross-selling to existing strategic accounts.
Manage renewals, expand relationships, and lead complex sales cycles.
Partner with sales teams on account planning and white space analysis.
Atlassian builds software products to help teams collaborate and unleash their potential. They are a distributed-first company with a large global workforce, partnering with 82% of the Fortune 500.
Build and nurture client relationships, ensuring customer satisfaction and long-term retention.
Act as a trusted advisor, understanding client needs and aligning them with our solutions.
Identify upsell and cross-sell opportunities to drive revenue growth and increase account value.
Patch My PC provides enterprise solutions for automating third-party updates. Their fully remote crew of 150 employees supports over 10,000 customers and 30 million devices, fostering a culture of GIF-loving humans and core values.
Lead, support, and manage a team of 3 Account Managers while building and improving the account management and customer success department.
Own renewal performance across assigned accounts, drive expansion opportunities, and build repeatable processes for renewals and upsells.
Manage key client relationships, act as a senior point of contact for strategic accounts, and lead regular check-ins, renewals, and QBRs.
FabStation is a software company specializing in augmented reality products that leverage BIM models for the manufacturing industry, helping steel fabricators reduce errors and improve efficiency. They are a growing company with a remote team based in Victoria and Kelowna, BC, and are seeking a customer-facing leader to scale their account management function.
Own a revenue quota tied to growth from existing client accounts.
Develop and execute account growth strategies, uncovering upsell and cross-sell opportunities through proactive engagement.
Cultivate relationships with multiple stakeholders and serve as a consultative sales leader within your accounts, driving expansion and adoption of new modules, features, and services.
Ontic's software helps corporate and government security teams identify threats, assess risk, and respond faster to keep people and organizations safe. Its AI-powered Connected Intelligence Platform unifies security operations and data into a centralized system of record.
Onboard corporate clients by managing account setup, configuring structures, and ensuring smooth launches.
Act as primary client relationship orchestrator, driving cross-functional collaboration and contract renewals.
Identify upsell opportunities and provide consultative solutions to maximize account growth.
Sharebite is a food ordering platform for companies to feed employees while fighting food insecurity through meal donations. The company has donated over 15 million meals and has been recognized by Inc. Magazine, Fast Company, and Inc 5000.
Manage a team of Account Managers to drive upsell revenue and net revenue retention.
Train and develop Account Managers through hiring, onboarding, and ongoing sales enablement.
Attend Quarterly Business Reviews and pitch customers on additional features aligning with the product roadmap.
Constructor is a next-generation platform for search and discovery in ecommerce, built to optimize for revenue and conversion using proprietary AI and LLMs. Founded in 2019, the company powers over 1 billion queries daily across 150 languages and is used by major brands like Sephora and Under Armour, with a team that values empathy, openness, and continuous improvement.
Own the overall program timeline end-to-end, coordinating with EPD and the Sprint Planner to keep delivery on track.
Gather and document partner requirements into clear deliverables for EPD to execute, serving as the primary day-to-day partner contact during implementation.
Track and communicate project health proactively, flagging delays and risks while maintaining accurate records in Sure's CRM.
Sure is an insurtech company that builds embedded insurance programs for partners. The company moves fast and ships insurance programs used by millions of customers daily, fostering a culture of strategic relationship management and cross-functional execution.
Serve as the first point of contact for clients, providing prompt and professional service.
Manage placement of new and renewal accounts with carrier partners across P&C and Life & Health lines.
Maintain strong carrier relationships to secure competitive quotes and ensure successful renewal and retention.
Trucordia is an insurance brokerage built from successful community businesses across the US, offering an unrivaled combination of people, tools, and solutions. With over 5,000 team members across 200 offices, we are ranked as one of the fastest-growing companies in the US, where we actively care about our clients and each other.
Manage, retain, and expand a portfolio of high-value, multinational strategic clients with complex global requirements.
Drive long-term revenue growth, client satisfaction, and global account penetration through renewals, cross-sell, and up-sell.
Act as a trusted advisor to senior client stakeholders and partner with regional sales teams and internal stakeholders.
Dun & Bradstreet is a global leader in business decisioning data and analytics, helping companies grow, manage risk, and innovate. The company has a diverse, global team that values creativity, collaboration, and bold ideas, with a history spanning over 180 years.
Own and manage a high-volume book of business (50–75 small-market accounts) to ensure client engagement and retention.
Track and analyze client success KPIs, translating insights into action plans that drive engagement and satisfaction.
Collaborate cross-functionally with Strategic Account Management, Sales, and Concierge to meet client needs and achieve engagement goals.
Garner's mission is to transform the healthcare economy by partnering with employers to redesign benefits using data-driven insights. As one of the fastest-growing healthcare technology companies, we are building a mission-driven team to make a meaningful impact on healthcare at scale.
Manage and expand revenue across a portfolio of strategic accounts, developing and executing account strategies to deliver strong revenue and gross profit results.
Partner cross-functionally with product, finance, and support teams to identify new revenue opportunities and run consultative sales cycles.
Maintain an accurate sales pipeline and forecast using Salesforce, consistently achieving goals and presenting guidance to executive management.
Twilio is shaping the future of communications with innovative solutions for hundreds of thousands of businesses, empowering millions of developers worldwide. The company is dedicated to a remote-first work culture with a strong focus on connection and global inclusion, fostering a diverse and vibrant team.
Own and grow a portfolio of accounts with net revenue retention and expansion above 100%.
Build account plans with top customers focusing on mutual-success and customer value, with clear revenue targets and growth milestones.
Hunt relentlessly for expansion opportunities to negotiate renewals and identify upsell and cross-sell motions.
Mitratech builds products that simplify operations in Legal, Risk, Compliance, and HR. They are a globally dispersed team that supports individual excellence and takes pride in its diverse and inclusive work culture.
Manage client relationships and drive performance across auto liability, general liability, and workers' compensation programs.
Serve as the key liaison between clients and internal claims teams, ensuring service excellence and operational efficiency.
Lead client meetings, claims reviews, and stewardship sessions, presenting actionable insights on claim performance and trends.
CBCS helps clients through life's toughest moments by delivering promise as a TPA. They are a growth company committed to being better every day, with high expectations for employees and performance.
Lead the transformation of PDMI's Account Management function into a proactive, strategic, insight-driven client partnership model.
Develop and implement a scalable Account Management operating model including role structure, account segmentation, and measurable performance expectations.
Drive executive-level client engagement strategies and ensure alignment across Product, IT, Operations, and other internal teams.
PDMI provides pharmacy data processing and flexible, scalable solutions for private label PBMs, health plans, and hospital systems. Founded in 1984, the company was voted Best Employer in Ohio for the 5th consecutive year in 2025 and fosters a collaborative, innovative environment.