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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in revenue retention strategies, account management, and team leadership within a recurring-revenue business model. Proven ability to drive upsell and renewal initiatives while managing performance benchmarks and fostering effective communication with stakeholders.
Highest-signal resume keywords
Gross Revenue Retention (GRR)Net Revenue Retention (NRR)Account ManagementTeam LeadershipChange Management
About the role
Key responsibilities & impact- Own gross and net revenue retention across HIP and Neon Canvas
- Own upsell, upgrade, and renewals across both books, including cross-sell between brands
- Run both account teams under one pod structure, servicing standards, and scorecards while preserving distinct service models
- Diagnose portfolio-level churn patterns and address root causes
- Own escalation paths and internal response standards as the final escalation point before the COO or Founders
- Own end-to-end servicing standards, including monthly partner calls, logging, follow-up, and outreach to non-responsive partners
- Lead Partner Support and Onboarding and move tactical work off account teams
- Own hiring standards, career ladders, book-load standards, and variable compensation benchmarks
- Make promotion, development, and exit decisions
- Partner with Finance on account-team efficiency and retention-to-margin connections
- Lead AI adoption across account teams, including tools, workflows, training, risk detection, call preparation, and follow-up
- Run 1:1s with Team Leads for coaching, scorecard review, and unblocking
- Personally manage the largest or highest-risk partners while Team Leads own the remainder
- Report to the COO and serve on the senior leadership team
Requirements
What you’ll need- 3+ years as a Director of Accounts, Partner Success, or equivalent at an agency or recurring-revenue business of similar size and scope, managing a book across 500+ accounts
- Direct experience running account or success teams across two brands or service models under one umbrella on a single operating standard
- 6+ years in account management, client success, or partner success, including 3+ years leading people
- 2+ years leading other managers (Seniors or Team Leads), not only individual account managers
- Dental, orthodontic, or healthcare experience is a plus
- Portfolio-level retention track record (GRR and NRR) with measurable expansion, upsell, or renewal results
- Experience setting performance benchmarks and running variable compensation against them
- Proven change-management ability and experience standardizing two teams
- Excellent executive communication and stakeholder management skills
- Must be located in the US
- Availability to work 8 am–5 pm CST, Monday to Friday
Benefits
Comp & perks- Variable compensation
- 401(k) matching
- Dental Insurance
- Health Insurance
- Vision Insurance
- Life Insurance
- PTO eligibility after 90 days of hire
- 10 vacation days the first year of service
- Unlimited PTO starting year two
- Flexible partial days
- Sick/personal days
- Remote position
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Revenue Retention StrategiesPerformance BenchmarkingUpsell and Renewal ManagementPortfolio-Level Churn AnalysisAccount Team Efficiency
Soft Skills
Executive CommunicationStakeholder ManagementCoaching and Development
Tools & Technologies
AI AdoptionService ModelsScorecards
Industry Keywords
Healthcare ExperiencePartner SuccessRecurring-Revenue BusinessAccount TeamsCross-Sell