Account Specialist, US
About The Position
The Account Specialist is primarily focused on leading the renewal for existing accounts during the renewal window. The Account Specialist will have strong relationships with our customer success and sales teams to help ensure a great experience for our clients while mitigating risk. This role involves owning the end-to-end renewal process for a portfolio of customers, managing quoting, contract execution, and renewal forecasting. Additionally, the Account Specialist will identify and execute low-complexity upsell and cross-sell opportunities, respond to inbound commercial inquiries, and route complex opportunities appropriately. A key aspect of this role is partnering with Customer Success Managers (CSMs) to align renewal timing with customer value realization and collaborating with Finance and Legal to ensure smooth processing of commercial transactions.
Requirements
- 2+ years in account management, renewals, inside sales, or customer-facing roles
- Strong commercial acumen and negotiation skills
- Excellent communication and relationship management abilities
- Highly organized with attention to detail and follow-through
- Proficient in CRM and quoting tools (e.g., Salesforce, CPQ platforms)
- Comfortable working cross-functionally and managing multiple priorities
- Bachelor's degree in Business, Marketing, or a related field (or relevant experience)
Nice To Haves
- Experience in a SaaS or recurring revenue environment
Responsibilities
- Own the end-to-end renewal process for a portfolio of customers
- Manage quoting, contract execution, and renewal forecasting
- Identify and execute low-complexity upsell and cross-sell opportunities
- Respond to inbound commercial inquiries and route complex opportunities appropriately
- Partner with CSMs to align renewal timing with customer value realization
- Collaborate with Finance and Legal to ensure smooth processing of commercial transactions
- Drive timely and accurate renewals by managing quotes, contracts, and customer communications, ensuring a seamless experience
- Handle inbound commercial requests, identify small-scale upsell opportunities, and support pricing discussions in collaboration with CSMs & Sales
- Work closely with CSMs, Sales, Finance, and Legal to align on customer strategy, pricing, and contract terms
- Maintain accurate renewal forecasts, update CRM records, and ensure visibility into commercial performance
- Engage with customers to confirm renewal intent, clarify terms, and ensure commercial alignment with their evolving needs
Benefits
- Flex My Way policies
- Career Development and Growth opportunities
- Grow My Way programming
- Paid leave
- Two company-wide Mental Health Days off
- Access to the Headspace app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Two paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives
- Market competitive health, dental, vision, disability, and life insurance programs
- Competitive 401k plan with company match
- Competitive vacation, sick and safe paid time off
- Paid holidays
- Parental leave
- Sabbatical leave
- Optional hospital, accident and sickness insurance paid 100% by the employee
- Optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- Access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by employee
- Access to 529 Plan
- Commuter benefits
- Adoption & Surrogacy Assistance
- Access to Employee Stock Purchase Plan
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
