Account Manager

M-Files

. Serve as the primary point of contact for a portfolio of existing customers .

Posted 10/17/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Account Management and Customer Success with a focus on upselling and cross-selling strategies. Proficient in Salesforce for pipeline management and skilled in consultative selling to drive customer retention and growth.

Highest-signal resume keywords

Account ManagementCustomer SuccessSalesforce ProficiencyConsultative SellingB2B Customer Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ExpansionUpsellingCross-SellingPipeline ManagementForecasting

Soft Skills

Strong CommunicationRelationship-BuildingProactive ApproachCollaboration

Tools & Technologies

CRM SystemsSalesforce

Industry Keywords

SaaS SalesInformation ManagementDocument ManagementEnterprise SaaSEnergyUtilitiesFinancial ServicesProfessional Services

About the role

Key responsibilities & impact

Serve as the primary point of contact for a portfolio of existing customers
Drive account expansion through upselling, cross-selling, and renewal strategies
Understand each customer’s business goals, challenges, and product usage to deliver ongoing value
Partner with Customer Success, Professional Services, and Product teams to support customer outcomes
Identify at-risk accounts early and coordinate retention strategies
Conduct regular account reviews and success check-ins
Maintain accurate forecasting and pipeline management using CRM tools such as Salesforce
Stay informed on M-Files product updates, roadmap, and new capabilities to share with customers
Travel for customer meetings or QBRs as needed
Collaborate with Direct Sales, Sales Engineers, Business Development Representatives, Professional Services, Customer Success, Product Management, and Marketing

Requirements

What you’ll need

Bachelor's degree and/or equivalent work experience as outlined
3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales
Proven ability to manage and grow a portfolio of existing B2B customer accounts
Strong communication and relationship-building skills with executive stakeholders
Proactive, customer-centric approach to retention and growth
Skilled in consultative selling and identifying customer needs
Comfortable collaborating cross-functionally in a fast-paced environment
Proficient in Salesforce or other CRM systems
Preferred: Experience in information management, document/content management, or enterprise SaaS
Preferred: Familiarity with expansion sales strategies and frameworks (e.g., SPICED, land-and-expand)
Preferred: Experience managing mid-market or enterprise customer relationships
Preferred: Background in industries such as Energy, Utilities, Financial Services, or Professional Services

Benefits

Comp & perks

Flexibility to establish their own life/work balance as a remote-enabled company
10 paid holidays annually
Unlimited PTO
Matching 401K Plan (25% of employee's contribution up to the IRS max)
Health insurance (PPO and HDHP/HSA plans offered)
Dental insurance
Vision insurance
Life insurance (1x employee salary)
Short-term disability (employer paid)
Long-term disability (employer paid)
Flexible Spending Plan (medical and dependent)