Account Manager, Customer Lifecycle (California)

California Surveying & Drafting Supply, Inc. (CSDS)•Anaheim, CA

6d•$55,000 - $85,000

About The Position

California Surveying & Drafting Supply (CSDS) is seeking a Customer Lifecycle Account Manager to manage and grow relationships with existing customers throughout their asset lifecycle. The role manages a portfolio of customers within an assigned industry sector and is responsible for recurring revenue from software subscriptions, positioning services, and software and hardware maintenance plans. The Account Manager proactively engages customers to understand their business and technology needs, support adoption of CSDS solutions, and identify opportunities to strengthen and expand customer relationships. The role works with internal Sales, Technical, Operations, and other teams to coordinate renewals, customer opportunities, and resources while delivering high-quality service and meeting retention, growth, and commercial objectives.

Requirements

Previous experience in sales, account management, customer success, customer service, or a related customer-facing role.
Strong customer relationship and account management skills.
Interest in understanding customers’ businesses, challenges, and technology needs.
Commercial mindset and motivation to meet or exceed revenue targets.
Confidence proactively contacting customers and leading conversations by phone, email, and virtual meeting.
Ability to uncover customer needs through effective questioning, research, and active listening.
Strong customer service, interpersonal, and communication skills.
Ability to manage multiple customers, renewals, and sales opportunities while prioritizing work effectively.
Strong organizational and follow-up skills, with excellent attention to detail.
Experience working with CRM systems and maintaining accurate customer and sales information.
Willingness and ability to continually learn new products, software, and technology solutions.
Self-motivated approach and ability to manage a broad customer portfolio with minimal supervision.
Ability to contribute effectively within a collaborative team environment.
Strong working knowledge of Microsoft Office applications.

Nice To Haves

Experience within the geospatial, surveying, scanning, engineering, construction, or technology industry.
Experience managing subscription, SaaS, or other recurring-revenue customers.
Experience with Salesforce or another CRM platform.
Experience supporting customer renewals, retention, or account growth.

Responsibilities

Manage a portfolio of existing CSDS customers and build relationships through regular, proactive engagement.
Manage subscription, software, service, and maintenance plan renewals while achieving or exceeding assigned revenue targets.
Develop an understanding of customers’ businesses, workflows, and technology needs.
Help customers maximize the value and adoption of CSDS solutions.
Identify upselling, cross-selling, and account expansion opportunities.
Recommend products, services, and subscriptions that address customer requirements.
Partner with Sales, Technical, Operations, and other internal teams to coordinate renewal strategies, customer opportunities, and resources.
Research and prepare for customer conversations.
Follow up on commitments, quotations, renewals, and sales opportunities.
Maintain accurate customer, renewal, and opportunity information in the CRM.
Deliver a high level of customer service while balancing customer needs with CSDS’s retention, growth, and commercial objectives.

Benefits

Competitive base salary and commission opportunity.
Uncapped commission incentives.
Medical and dental benefit options.
Employer-sponsored life and disability insurance, subject to applicable plan terms.
Paid vacation, sick leave, and company holidays.
Access to professional development resources and online learning opportunities.
Employee referral program.
Employee discount and recognition programs.
Retirement savings benefits, subject to plan eligibility and applicable terms.
Opportunities for continued career development within a growing organization.