About the Opportunity - Senior Customer Account Manager
Manage a portfolio of high touch/strategic customer accounts, driving revenue retention and identifying expansion opportunities
Own the end-to-end commercial relationship, including renewals, contract execution, and customer engagement strategy
Lead renewal cycles proactively, including early engagement and ensuring on-time execution across accounts
Drive predictable revenue through accurate pipeline management, forecasting, and CRM hygiene
Identify, prioritize, and execute expansion opportunities (e.g., upsells, license growth, pricing adjustments) within existing accounts
Strategically assess a your portfolio to focus on high-potential customers and growth opportunities
Monitor account health, identify churn risks, and partner cross-functionally to mitigate issues and protect revenue
Collaborate with Customer Success and internal stakeholders to support customer outcomes and long-term growth
Leverage Salesforce and automation tools to efficiently manage account activity, data accuracy, and customer engagement at scale
Meet quota targets across retention and expansion, contributing to overall revenue growth and customer lifecycle value
About the Team:
- The Customer Account Management team focuses on renewals, growth, and overall account performance. They partner closely with Customer Success, who supports product adoption and customer value. Together, the teams help customers succeed while driving business results.
What You'll Do:
- Own a portfolio of ~150 high-touch customer accounts (15 million arr), managing renewals and driving expansion opportunities
- Proactively engage customers 6–9 months ahead of renewal to identify risks and growth opportunities
- Partner closely with CSMs to surface opportunities, align on account strategy, and deliver a strong customer experience
- Lead strategic renewal conversations, balancing retention goals with thoughtful pricing and upsell opportunities
- Identify and execute on expansion opportunities including services, product add-ons, and packaging enhancements
- Manage a high-volume book of business while applying a strategic, consultative approach to each account
- Leverage Salesforce, CPQ/DealHub, and Gong to manage pipeline, forecast accurately, and drive efficient deal execution
What You Bring:
- Minimum of 6-8 years of experience in account management, customer success management, or sales; SaaS experience preferred
- Proven track record of meeting or exceeding quota in a revenue-focused role
- Demonstrated experience managing renewals and identifying growth opportunities within an existing customer base
- Proficiency in CRM systems (Salesforce preferred) and comfort using data to inform decisions
- Strong commercial acumen and ability to navigate customer conversations with a consultative approach
- Excellent organizational and time management skills, with the ability to manage multiple priorities simultaneously
- Clear and effective communication skills, both written and verbal
- Collaborative mindset with the ability to work cross-functionally and influence without authority
- Self-starter mentality with a high degree of ownership, accountability, and problem-solving capability
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