Momentive Software

Account Manager

• Own a portfolio of existing Momentive clients as the main point of contact after the sale
• Manage renewals from start to finish and address churn risk early
• Identify and close cross-sell and upsell opportunities across the Momentive product portfolio, including Aptify, NimbleAMS, and GiveSmart
• Run quarterly business reviews to revisit client goals, demonstrate delivered value, and identify next steps
• Build relationships with multiple stakeholders in each account
• Partner with Customer Success and Support to provide a connected client experience
• Maintain Salesforce account plans, renewal dates, opportunity stages, and next steps
• Track net revenue retention, renewal rate, and expansion targets and report regularly
• Share client feedback and themes with Product and Marketing
• Stay current on the association and nonprofit technology landscape
• Partner with the Director on account planning, deal strategy, and pipeline reviews

Strategic Account Manager

Customer Success Manager

• Develop and maintain strong client relationships throughout the customer lifecycle
• Provide basic knowledge of platform systems and tools
• Provide best practices to clients
• Deliver excellent customer service and respond promptly to concerns and complaints
• Identify and share lessons learned with relevant teams
• Engage with customers to promote software adoption and onboarding strategies
• Provide renewal sales quotations and respond to requests for proposals
• Manage a book of business
• Frequently walk to distribute or gather information
• Handle files, keyboarding, writing, and other duties requiring fingering
• Use near/midrange/far vision and speaking to disseminate information

Customer Success Coordinator

Events

• Develop new business in an assigned region
• Build a pipeline of new prospects primarily through product demonstrations
• Generate interest with new prospects and clients through outbound email, phone, and/or social media activities
• Close new business accounts
• Work closely with marketing and sales teams on targeted demand generation campaigns
• Learn and demonstrate a fundamental understanding of solutions and articulate advantages over competitors
• Meet monthly quotas for overall activity, demonstrations set and conducted, and qualified opportunity dollars
• Contribute to forecasting, reporting, customer database maintenance, communications, and other sales-cycle functions

Sales Representative, Events

• Serve as the primary relationship owner for a portfolio of Tier 1 enterprise clients post-implementation, from onboarding through renewal
• Lead structured onboarding, establish success plans, define adoption milestones, and ensure transition to sustained product use
• Monitor and manage client health using product utilization data, NPS, and stakeholder sentiment
• Build relationships with C-suite and VP-level stakeholders
• Lead quarterly business reviews connecting product usage to strategic goals and value delivered
• Own renewal readiness, flag risks, and coordinate with the Account Manager
• Orchestrate Support, Product, Implementation, and Professional Services resources to resolve issues
• Track and report GRR, health scores, NPS, and product utilization
• Maintain account records in Salesforce, including success plans, health notes, stakeholder maps, and renewal timelines
• Bring client feedback and portfolio patterns to Product, Marketing, and Sales leadership
• Partner with the Account Manager on account strategy and unified account plans
• Build and refine playbooks for onboarding, health recovery, and executive engagement
• Report to the Director, Account Management and partner with Account Managers, Implementation, Support, and Product
• Support Momentive Software’s mission of helping nonprofits and associations through cloud-based software and services

Strategic Account Manager

Customer Success Coordinator

Sales Representative, Events

Strategic Client Success Manager