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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and leading Account Management functions, with a strong focus on revenue growth, customer retention, and strategic planning. Proficient in developing scalable processes and playbooks while managing multi-location enterprise accounts in the SaaS or healthcare technology sectors.
Highest-signal resume keywords
Enterprise Account ManagementSaaS Metrics/ROI ModelingTeam Leadership and DevelopmentConsultative SellingHubSpot CRM Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account Management ProcessesRevenue Growth StrategiesExpansion PlanningKPI DevelopmentForecasting and Pipeline ManagementRetention StrategiesQBR PreparationAccount Health ManagementComplex Sales-Cycle ClosuresPlaybook Development
Soft Skills
Organizational DisciplineStakeholder ManagementMentoring and CoachingSelf-Directed LeadershipCross-Functional Collaboration
Tools & Technologies
CRM ImprovementsAI/LLM ToolsAutomation SystemsOnboarding CoordinationAnalytics Tools
Industry Keywords
Healthcare TechnologyDental SoftwareMulti-Location OperationsHigh-Growth CompaniesDSO Operations
About the role
Key responsibilities & impact- Build and lead Pearl's Enterprise Account Management function from the ground up
- Own the commercial relationship for 3–5 strategic dental practice groups with 75–499+ locations
- Develop a scalable Account Management function serving mid-market and enterprise customers
- Define role clarity, hiring profiles, compensation philosophy, and team structure
- Establish account management processes, playbooks, methodologies, templates, QBRs, account planning, expansion strategy, and customer engagement practices
- Hire, onboard, develop, manage, and coach 3–5 Account Managers
- Create and own team KPIs covering revenue, retention, expansion, forecast accuracy, and pipeline discipline
- Own assigned enterprise accounts, expansion ARR, retention targets, account health, product adoption, and growth opportunities
- Own team revenue performance and forecasting; support complex closures and escalations
- Drive POC conversion, quantify expansion opportunities, manage renewals, and maintain pipeline and 12-month account plans
- Identify at-risk relationships and develop retention strategies
- Lead QBRs/EBRs and prepare metrics-driven reviews demonstrating ROI and expansion readiness
- Build account growth plans with milestones, success metrics, and risk identification
- Guide the team through QBR preparation and strategic planning sessions
- Manage implementation timelines and success plans; coordinate with Onboarding, Product, and Analytics
- Design and implement Account Management strategy, operating model, tooling, CRM improvements, forecasting, pipeline discipline, and customer communication cadence
- Partner with Enterprise Sales, Solutions Consulting, and Operations on account strategy, go-to-market approach, and team structure
- Establish workflows and escalation protocols with Product, Engineering, Onboarding, and Analytics
- Lead forecasting, pipeline reviews, quarterly business planning, and executive reporting
- Set standards for CRM discipline and customer file accuracy
Requirements
What you’ll need- 7+ years in enterprise account management, sales, or revenue growth, including 3+ years building or scaling a SaaS Account Management function — or establishing the playbook for one in a high-growth environment
- Proven track record of expanding existing accounts and driving revenue growth at scale, including POC conversions and complex sales-cycle closures, within large, multi-location customer relationships
- Demonstrated ability to build and articulate a repeatable account management playbook, backed by strong SaaS metrics/ROI modeling acumen and stakeholder management across C-suite and cross-functional teams
- Track record of mentoring and developing sales professionals as a self-directed leader who manages multiple accounts, direct reports, and competing priorities with strong organizational discipline and follow-through
- Demonstrated AI curiosity and a builder's mindset — quick to adopt AI/LLM tools and automation to eliminate manual workflows and create scalable systems
- Healthcare or SaaS experience preferred
- Willingness to travel up to 40%
- Experience building Account Management functions or departments at 0→1 or high-growth companies
- Multi-location or DSO operations background
- Healthcare technology or dental software experience
- Consultative selling and HubSpot CRM experience
- Startup or high-growth company experience
- Remote or geographically dispersed team management experience
- Must answer whether employment visa sponsorship will be required
Benefits
Comp & perks- Competitive compensation and benefits
- Professional development and training opportunities
- Flexible, uncapped PTO
- Stock options
- Remote work environment