Account Manager

Jonas Software

12d • Remote

About The Position

The Account Manager is a revenue-generating, client-facing professional responsible for managing and growing relationships within the existing AscenteVMS client base. This role focuses on driving expansion opportunities, supporting contract renewals, and minimizing client attrition by ensuring clients consistently realize value from the platform. The Account Manager serves as a key commercial and relationship owner, proactively engaging clients to identify risks, address concerns, and strengthen long-term retention. Success in this role requires balancing revenue growth with client satisfaction through proactive outreach, problem resolution, and value-based selling. This is a high-activity role that combines outbound engagement, pipeline management, and internal coordination, with clear accountability for revenue growth, renewal performance, and client retention. Performance is measured based on revenue growth, renewal rates, and reduction in client attrition.

Requirements

• Bachelor’s degree in business, marketing, or a related field
• 1 to 5 years of experience in account management, sales, or client-facing roles
• Strong understanding of sales principles and customer lifecycle management
• Excellent communication, listening, and negotiation skills
• Highly organized with the ability to manage multiple priorities simultaneously
• Proficiency with CRM systems and Microsoft Office tools
• Ability to make timely decisions and take ownership of outcomes
• Experience using AI tools to support research, communication, and sales preparation
• Ability to leverage AI for drafting outreach, summarizing client data, and improving efficiency
• Strong judgment to validate AI-generated outputs before client use

Nice To Haves

• Experience selling software solutions, particularly ERP systems
• Familiarity with service-based industries such as HVAC, plumbing, or construction
• Background in account expansion, renewals, or inside sales
• Experience working in a recurring revenue or SaaS environment

Responsibilities

• Build and maintain strong, trust-based relationships with existing clients
• Serve as a primary point of contact for commercial and account-related needs
• Ensure a professional, responsive, and consistent client experience
• Proactively monitor client health and identify early signs of dissatisfaction or disengagement
• Engage at-risk clients with urgency, developing and executing retention plans
• Partner with Support and Services teams to resolve issues impacting client satisfaction
• Reinforce product value through regular touchpoints, training, and solution alignment
• Track and report on retention risks, escalations, and outcomes
• Contribute to reducing overall client churn through consistent, proactive account management
• Conduct outbound calls and outreach to generate add-on sales opportunities
• Identify and position additional modules, services, and training offerings
• Promote and sell product training to drive client adoption and value realization
• Qualify opportunities and move them through the sales cycle efficiently
• Collaborate with the broader sales team on larger or strategic opportunities
• Review, analyze, and manage Annual Service Contract renewals
• Own the renewal process with a focus on both timely execution and retention outcomes
• Proactively follow up with clients on renewal terms, questions, and timelines
• Identify and mitigate risks that could impact renewal success
• Ensure timely and accurate submission of renewal documentation
• Maintain accurate and up-to-date records in the CRM system
• Track lead status, opportunity progress, and sales activity
• Prepare quotes, sales packages, and supporting documentation
• Ensure data integrity to support forecasting and reporting
• Support billing coordination as needed to ensure accuracy across account lifecycle
• Coordinate with internal teams to ensure accurate order processing and invoicing
• Support operational tasks tied to account lifecycle management
• Work closely with Sales, Support, and Operations teams to improve client outcomes
• Provide feedback on client trends, objections, and product gaps
• Contribute to refining account management processes and sales strategies

Benefits

• Collaborative, fast-paced environment
• Opportunity to take ownership of work
• Continuous improvement encouraged
• Contribution to team success and client outcomes
• Growth opportunities into senior or strategic roles

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level