Software Account Manager
About The Position
The Software Account Manager drives customer success and retention by managing the post-sale customer experience and fostering long-term customer partnerships. The role helps customers achieve maximum value from Patterson software solutions through proactive engagement, consultative support, and ongoing adoption strategies. The Software Account Manager maintains knowledge of Patterson products, customer workflows, and competitive market dynamics to identify opportunities to improve customer outcomes, strengthen loyalty, and support sustainable business growth while aligning customer needs with company goals. This position requires occasional travel (25%) in a national area.
Requirements
- 2 years of account management experience.
- Bachelor’s degree in sales, business, or marketing, or equivalent experience.
Nice To Haves
- Experience supporting, training, renewing, or selling software solutions in a B2B environment.
- Dental, healthcare, or related industry experience.
- Knowledge of Patterson software solutions and customer workflows.
Responsibilities
- Own and manage a portfolio of customer accounts, driving retention and engagement throughout the customer lifecycle.
- Develop and maintain scalable post-sales engagement processes to support consistent customer interactions and lifecycle management.
- Execute onboarding, adoption, and engagement programs to help customers maximize value from Patterson solutions.
- Build trusted customer relationships that increase satisfaction, loyalty, and long-term partnership.
- Drive software adoption and value realization by reinforcing product benefits and differentiation from competitive offerings.
- Analyze customer situations and develop solutions that balance customer needs, business objectives, and competitive considerations.
- Use advisory and negotiation skills to explore alternatives, build consensus, and achieve mutually beneficial outcomes.
- Maintain expertise in Patterson software solutions, customer workflows, and best practices to support customer adoption and success.
- Advocate for customer needs by sharing insights and feedback that drive improvements to products, services, and the overall customer experience.
- Achieve or exceed established retention, engagement, and customer satisfaction goals and performance metrics.
- Monitor customer health, usage, and engagement metrics to identify risks, opportunities, and proactive support needs.
- Partner with sales, marketing, product development, and customer success teams to align priorities and support positive customer outcomes.
- Collaborate with marketing and cross-functional teams to develop and execute retention strategies informed by customer health, risk indicators, and engagement insights.
- Document customer activities, engagement efforts, and key account information to support business visibility, reporting, and decision-making.
Benefits
- Full medical, dental, and vision benefits.
- Integrated Wellness Program.
- 401(k) Match Retirement Savings Plan.
- Paid Time Off (PTO).
- Holiday Pay and Floating Holidays.
- Volunteer Time Off (VTO).
- Educational Assistance Program.
- Full Paid Parental and Adoption Leave.
- LifeWorks Employee Assistance Program.
- Patterson Perks Program.
- Competitive benefits and unique incentive programs and rewards for eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
