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Account Specialist

Jobtailor

Own the end-to-end renewal process for an assigned portfolio of U.S.-based customer accounts Engage customers to confirm renewal intent, communicate product value, clarify contract terms, and ensure timely execution Prepare and manage quotes, order forms, contracts, and related commercial documentation Respond to inbound commercial inquiries about pricing, products, billing, and contract terms Identify and execute low- to moderate-complexity upsell and cross-sell opportunities Support pricing discussions and coordinate internal approvals, deal structure, and contract terms Build trusted customer relationships and understand customer business needs, objectives, and challenges Create and communicate value-based propositions supporting retention and account growth Analyze account data, customer activity, renewal trends, and commercial performance to identify risks and growth opportunities Maintain accurate account, opportunity, renewal, and forecasting information in CRM and quoting systems Provide renewal pipeline visibility and revenue forecasts to leadership and internal stakeholders Partner with Account Executives, Customer Success Managers, Finance, Legal, Operations, and other internal teams Coordinate internal resources to resolve customer issues and facilitate timely commercial transactions Share customer feedback and market insights to improve products, processes, and customer outcomes Achieve or exceed assigned renewal, retention, expansion, and customer engagement goals Requirements 2+ years of experience in account management, renewals, inside sales, customer success, sales support, or another customer-facing commercial role Experience managing a portfolio of customer accounts in a SaaS, subscription, recurring-revenue, technology, professional services, legal, tax, financial, or information-services environment Bachelor's degree in Business, Marketing, Communications, or a related field, or equivalent relevant professional experience Professional written and verbal English communication skills Demonstrated commercial acumen and ability to discuss pricing, contract terms, renewal value, and expansion opportunities Strong customer relationship management, communication, and interpersonal skills Experience using CRM, quoting, and sales tools, such as Salesforce, CPQ platforms, or comparable systems Ability to manage multiple renewals, customer requests, and deadlines in a fast-paced environment Strong organizational skills, attention to detail, prioritization, and follow-through Analytical and solution-oriented mindset, with ability to identify account risks, trends, and growth opportunities Ability to work independently while collaborating effectively with cross-functional teams Ability to travel periodically within the United States, if required by business needs Experience supporting U.S.-based customers and familiarity with U.S. business practices, commercial buying cycles, and contracting processes Experience selling or supporting web-based, cloud-based, SaaS, data, workflow, research, compliance, legal, tax, financial, or technology solutions Experience with recurring-revenue metrics, including renewal rate, gross retention, customer retention, churn, upsell, cross-sell, pipeline health, and forecast accuracy Strong negotiation, objection-handling, and value-selling skills Experience developing customer-specific value propositions tied to business outcomes, efficiency gains, risk mitigation, or return on investment Familiarity with consultative selling or account-management methodologies Experience working with Salesforce, Salesforce CPQ, Microsoft Dynamics, or similar CRM and sales-technology platforms Proven history of meeting or exceeding renewal, retention, revenue, or account-growth targets Experience collaborating with Account Executives, Customer Success, Finance, Legal, Operations, Marketing, and Product teams Core Competencies Demonstrates expertise in managing customer renewals and account growth within a SaaS environment, leveraging strong analytical skills to identify risks and opportunities. Proficient in building customer relationships and communicating value propositions to drive retention and expansion. Highest-signal resume keywords Account Management Customer Relationship Management SaaS Experience Salesforce Proficiency Analytical Skills ATS Optimization Keywords Hard Skills Renewal Management Contract Negotiation Value Selling Upselling Cross-Selling Forecasting Commercial Acumen Pricing Discussions Customer Retention Metrics Consultative Selling Soft Skills Communication Skills Interpersonal Skills Organizational Skills Attention to Detail Problem-Solving Industry Keywords SaaS Subscription Services Recurring Revenue Customer Success Commercial Buying Cycles Tools & Technologies Salesforce Salesforce CPQ Microsoft Dynamics CRM Systems Quoting Tools #J-18808-Ljbffr Jobtailor

Vacancy posted 6 days ago
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