Account Manager (SMB)
Insight Global
Job Description
The SMB Account Manager owns the full post‑sale customer lifecycle for small business clients. This role is highly hands‑on and technical, combining onboarding, account management, renewals, and upsell responsibilities. You will serve as the primary point of contact and first line of defense for customers throughout the year. Key Responsibilities Own the first 60 days of customer onboarding, including: -Technical implementations -Customizing templates -Ensuring integrations are set up and functioning correctly Manage renewals 90–120 days out, including: -Customer health checks -Driving product & feature adoption -Educating customers on new and underutilized features Drive upsell opportunities, including: -Additional user licenses -Product tier upgrades You will also act as the first point of contact for reactive issues throughout the customer lifecycle and partner cross‑functionally with Support and internal stakeholders to resolve issues and improve customer outcomes.
Required Skills & Experience
- 2+ years of fintech SaaS account management experience
- Strong technical aptitude: Comfortable writing AI prompts for note‑taking template, comfortable troubleshooting integrations and customized workflows
- Ability to work independently and manage multiple SMB accounts.
- Strong communication and client-facing skills
Nice to Have Skills & Experience
• Background in onboarding, implementations, or integrations
• Familiarity with Salesforce (and SalesLoft)
• Experience with health scoring, churn prevention, and renewal playbooks
• Comfort shaping and improving processes, playbooks, and automation
Vacancy posted 2 days ago
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