Account Manager – SMB
Job in
Denver, Denver County, Colorado, 80285, USA
Listed on 2026-09-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-14
Job specializations:
-
Business
Customer Success Management, Client Relationship Management, CRM Systems & Management -
Sales
Customer Success Management, Client Relationship Management, CRM Systems & Management
Job Description & How to Apply Below
Job Responsibilities
- Own the full post-sale lifecycle for a set of customers from contract signature through renewal
- Guide customers through setup, launch, early adoption, and ongoing success
- Run structured onboarding for the first 60 days
- Serve as primary relationship manager for adoption, sentiment, value realization, renewal readiness, and churn prevention
- Drive user activation and usage across key product features
- Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup
- Run scheduled check-ins, health reviews, and value recap meetings
- Build playbooks to increase adoption and correct usage gaps
- Own Gross ARR Retention and renewal outcomes
- Identify churn risks and execute save plays including retraining and workflow redesign
- Prepare, forecast, negotiate, and execute renewals during the 120 days preceding renewal
- Confirm contract terms, seat counts, and pricing
- Maintain renewal documentation and customer data in Salesforce and internal tools
- Partner with Sales, Product, Rev Ops, and Support on handoffs, feedback, reporting, automation, escalations, and adoption blockers
- Document configurations, onboarding progress, risks, and milestones
- Improve onboarding and renewal playbooks and identify workflow automation opportunities
- 2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
- Strong communication skills and confidence leading customer-facing calls
- Comfortable working across Sales, Product, Engineering, Support, and Rev Ops
- High technical curiosity with willingness to learn product workflows and integrations
- Highly organized with strong operational discipline and attention to detail
- Ability to manage multiple accounts at once and keep customers moving without friction
- Background and reference checks required as part of onboarding
- Experience in wealth-tech, fintech, or regulated SaaS (bonus)
- Proven success driving fast time-to-value and strong renewals (bonus)
- Background in onboarding or implementations with integrations and configuration steps (bonus)
- Familiarity with Salesforce and Sales Loft (bonus)
- Experience with health scoring, renewal processes, and churn prevention frameworks (bonus)
Demonstrates expertise in managing the full post-sale lifecycle, focusing on customer onboarding, renewal processes, and churn prevention. Proficient in utilizing Salesforce and Sales Loft to enhance customer engagement and drive adoption.
Highest-signal resume keywords- Customer Success Management
- Onboarding and Implementation
- Renewal Processes
- Salesforce Proficiency
- Churn Prevention Frameworks
- Customer Relationship Management
- Workflow Automation
- Health Scoring
- Engagement Monitoring
- Contract Negotiation
- Strong Communication Skills
- Organizational Skills
- Operational Discipline
- Confidence in Customer-Facing Calls
- Ability to Manage Multiple Accounts
- Wealth-Tech
- Fintech
- Regulated SaaS
- Churn Prevention
- Value Realization
- Salesforce
- Sales Loft
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