Account Manager

Renewals & Price Negotiation:

• Own the renewal cycle for a 100+ account book, ensuring on-time contract execution with minimal revenue leakage.
• Lead pricing conversations confidently, including presenting and defending annual price increases to customers.
• Identify at-risk accounts early and execute proactive retention strategies in partnership with Customer Success.

Upsell & Cross-Sell:

• Identify upsell opportunities within the OneCX platform (e.g., adding Appointments, Analytics, or Staff Scheduler modules).
• Build account expansion plans and work multi-threaded across stakeholders at each institution to advance deals.
• Partner with product and CS teams to surface customer needs that can be converted into expansion revenue.

Relationship & Account Management:

• Maintain deep relationships with key stakeholders across your book.
• Conduct regular business reviews to demonstrate ROI, align on strategic priorities, and generate an expansion pipeline.
• Keep Zoho CRM updated with accurate account data, deal stages, and forecasted revenue.