This role focuses on driving growth within existing customer accounts through upselling, relationship building, and collaboration with Customer Success, while managing commercial aspects of accounts.
Summary of Position
This individual is responsible for driving growth within our existing customer base through expansion of our solutions, with a particular focus on new and evolving offerings, including AI-driven capabilities. The role partners closely with Customer Success to deepen customer value, identify opportunities for growth, and execute commercial expansion that helps customers achieve their business goals.
With strong customer empathy and a commercial mindset, this individual builds trusted relationships by understanding customer needs, recommending the right solutions, and successfully expanding customer relationships while supporting overall account success.
Key Responsibilities
- Drive expansion revenue within existing customer accounts by identifying, developing, and closing upsell and cross-sell opportunities.
- Research customer organizations, stakeholders, and purchasing history to build informed expansion strategies.
- Partner closely with Customer Success, Marketing and internal teams to align on commercial account priorities, value realization, renewals, and growth opportunities.
- Build and maintain strong relationships with key customer stakeholders, including executive sponsors, to support long-term growth.
- Manage commercial aspects of customer accounts, including expansion opportunities and contract discussions.
- Collaborate with Customer Success on the renewal process for existing customer contracts, ensuring continuity and alignment with customer needs.
- Forecast and track key account and expansion metrics, including quarterly results and pipeline.
- Accurately document activities, opportunities, and customer interactions in CRM (e.g., Salesforce).
- Monitor customer feedback and partner with Customer Success to address issues and ensure positive outcomes.
- Stay current on industry trends, products, and evolving customer needs.
Skills Required
- 7+ years of proven experience in an Account Executive, Account Manager, or similar customer-facing commercial role.
- Experience engaging complex B2B customers, managing multi-stakeholder environments, and driving multi-threaded commercial strategies.
- Demonstrated success in SaaS sales, with a strong understanding of subscription models, value realization, and customer lifecycle economics.
- This role requires comfort discussing and positioning emerging technologies, including AI-enabled solutions, in a way that aligns with customer business objectives.
- Demonstrated ability to communicate, present, and influence stakeholders at all levels, including executive and C-level audiences.
- Experience identifying and closing expansion or growth opportunities within existing customer accounts.
- Strong consultative selling skills with the ability to connect customer needs to business value.
- Solid experience using CRM tools (e.g., Salesforce) and standard productivity tools.
- Ability to manage multiple customer opportunities while maintaining focus on priorities.
- Excellent listening, negotiation, and presentation skills.
- Strong verbal and written communication skills.
- Bachelor's degree in Business or a related field (or equivalent experience).
Compensation Structure
- Base salary and variable compensation split: 50% base / 50% variable
- Variable compensation primarily tied to expansion revenue achievement, with additional consideration for key renewal performance metrics
Top Skills
Salesforce
Similar Jobs
Artificial Intelligence • Big Data • Logistics • Machine Learning • Software • Transportation
The Account Executive will sell SAAS solutions for supply chain and logistics to Fortune 1000 customers, manage accounts, and ensure customer satisfaction while exceeding sales quotas.
Top Skills:
Salesforce
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
The role focuses on building strategic partnerships and go-to-market execution to drive AI-powered CRM transformations, requiring deep ecosystem experience and the ability to create impactful joint value propositions.
Top Skills:
AICloud PlatformCRM
Artificial Intelligence • Cloud • HR Tech • Information Technology • Productivity • Software • Automation
As an AI Senior Business Process Consultant, you'll guide the integration of AI into business processes, support project delivery, and ensure successful AI product deployment.
Top Skills:
Deep LearningGenerative AiLarge Language ModelsLucidchartMiroPowerPointServicenowWord
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus


