Head of Account Management

K1X

. Lead, coach, and develop a team of Account Managers .

Posted 9/19/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Account Management and Customer Success within SaaS, with a strong focus on team leadership, quota achievement, and strategic account growth. Proficient in utilizing data-driven insights to enhance client relationships and drive retention strategies.

Highest-signal resume keywords

Account Management LeadershipQuota Setting and AccountabilitySaaS ExperienceTax Workflow UnderstandingData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account Growth ManagementRenewal NegotiationPipeline ManagementQBR ExecutionAccount SegmentationForecastingClient Insights AnalysisRelationship ManagementTeam CoachingProcess Development

Soft Skills

Excellent CommunicationConsultative ApproachRelationship BuildingProblem SolvingTeam Leadership

Tools & Technologies

CRM ToolsAnalytics Tools

Industry Keywords

SaaSTax TechnologyFinancial SoftwarePrivate EquityPortfolio Management

About the role

Key responsibilities & impact

Lead, coach, and develop a team of Account Managers
Set individual and team quotas and hold the team accountable to hitting them
Run regular pipeline, renewal, and forecast calls
Recruit, hire, and ramp new Account Managers
Personally own and manage a small portfolio of strategic accounts
Directly manage account renewals and growth
Model renewal execution, QBRs, and sponsor relationship management
Identify whitespace and build expansion pipeline across existing accounts
Build account segmentation and coverage plans
Translate usage and performance data into growth and retention strategies
Ensure Account Managers deliver high-quality QBRs
Build annual and quarterly account planning processes
Represent Account Management in cross-functional planning with Product, Services, Finance, and Commercial teams
Surface client insights and product feedback to help shape roadmap priorities
Partner with Sales leadership on cross-sell and expansion strategy
Serve as the senior escalation point for complex client issues
Coordinate internal teams to deliver timely resolutions

Requirements

What you’ll need

10+ years of experience in Account Management or Customer Success within SaaS, including at least 3+ years directly leading or managing a team, ideally in tax technology, financial software, or related fields
Required: Experience working at a startup or small company, with a demonstrated ability to operate with autonomy, wear multiple hats, and build process as the business scales
Preferred: Experience in or exposure to private equity, working with PE-backed portfolio companies, or supporting PE/finance clients
Proven ability to set and hit team quotas, run pipeline and forecast reviews, and hold a team accountable to renewal and growth targets
A player/coach mindset: willing to own accounts directly while building and leading a team
Strong understanding of tax workflows and reporting such as K-1, partnership, or fund structures, or the ability to ramp quickly
Experience coaching a team on executive relationship-building, renewal negotiation, and structured business reviews
Data mindset with comfort using CRM and analytics tools to forecast, monitor account health, and identify whitespace
Excellent communication and relationship skills with a consultative, solutions approach

Benefits

Comp & perks

Unlimited Vacation Policy + Sick Time + Holidays
Paid Parental Leave
Fully Remote Opportunity
Healthcare Benefits and 401(K)
Growing Startup Culture