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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading Account Management functions, driving NRR and expansion revenue targets, and implementing AI-powered workflows for strategic account planning and risk management. Proven ability to build and scale teams while influencing pricing and packaging strategies in the B2B SaaS sector.
Highest-signal resume keywords
10+ Years In B2B SaaS5+ Years Leading Account Management TeamsProven Success Owning NRR TargetsExperience Selling To Finance LeadersAI-Powered Workflow Implementation
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 ManagementRenewalsExpansion RevenuePricing StrategiesForecastingRisk ManagementCross-Sell StrategiesUpsell OpportunitiesCustomer EngagementNegotiation
Soft Skills
Commercial JudgmentExecutive Presence
Tools & Technologies
AI AgentsLLMsERP SystemsFintech Solutions
Industry Keywords
B2B SaaSFinanceAccountingFP&ACustomer Advisory Board
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Build and lead the Account Management function
- Own NRR and expansion ARR targets
- Hire and develop the AM team
- Establish coverage models and compensation plans
- Define ownership across AM, CS, and Sales
- Build predictable renewal forecasting, risk management, and escalation processes
- Drive strategic account planning, cross-sell, and upsell opportunities
- Partner with Product and Product Marketing to launch new modules into the customer base
- Develop cross-sell strategies and turn early adopters into advocates
- Refine pricing and packaging with the CEO, Product, and Finance
- Establish customer feedback loops and quantify opportunities by ARR impact
- Help prioritize the product roadmap based on customer needs
- Lead strategic customer engagement, including Executive Briefings and a Customer Advisory Board of CFOs and Controllers
Requirements
What you’ll need- 10+ years in B2B SaaS, including 5+ years leading Account Management, renewals, or expansion teams
- Proven success owning and exceeding NRR and expansion revenue targets
- Experience building and scaling renewals or expansion motions from the ground up
- Hands-on experience influencing pricing, packaging, and multi-product growth strategies
- Experience selling to finance leaders; ERP, accounting, FP&A, or fintech experience strongly preferred
- Strong commercial judgment, executive presence, and experience leading complex negotiations
- Use LLMs and AI agents for account research, meeting preparation, and strategic account planning
- Build or implement AI-powered workflows for renewal risk, call analysis, and forecasting
- Drive AI adoption across the team and measure its impact on productivity
- Be prepared to demonstrate how you're using AI in your work today
- Are legally authorized to work in the USA
- Open to commuting to the NYC or San Francisco office, or willing to relocate to either location
Benefits
Comp & perks- Equity
- Competitive benefits supporting health, wellbeing, time away from work, family, and long-term financial goals
- Team meals, events, and company gatherings
- Meaningful ownership and opportunities to expand scope
