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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management with a focus on retention and expansion strategies, utilizing CRM tools like HubSpot and frameworks such as MEDDPICC to drive upsell opportunities and manage customer relationships effectively.
Highest-signal resume keywords
Account ManagementRetention StrategiesUpsell And Cross-SellHubSpot ProficiencyMEDDPICC Framework
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 ManagementRetention StrategiesUpsell And Cross-SellCRM KnowledgeMEDDPICC Qualification
Soft Skills
Strong Communication SkillsOrganisedProactiveResilientCuriosity
Tools & Technologies
HubSpotAI ToolsClaude
Industry Keywords
B2B SaaSFinancial DataCommoditiesEnergy Markets
About the role
Key responsibilities & impact- Own a portfolio of smaller accounts as the primary commercial point of contact
- Build and execute renewal plans to protect and grow existing ARR
- Identify and close upsell and cross-sell opportunities within existing accounts
- Meet retention and expansion targets across the assigned portfolio
- Run regular customer check-ins and business reviews to track usage, surface risks, and reinforce value
- Maintain accurate account and opportunity records in HubSpot, including renewals pipeline and MEDDPICC qualification
- Partner with Customer Success on onboarding, adoption, and usage data to identify expansion and churn-risk signals
- Escalate at-risk accounts and work with the Head of Sales on recovery or win-back plans
- Support Account Directors on strategic enterprise accounts and develop toward larger, more senior sales responsibility
Requirements
What you’ll need- 2-3 years’ experience in an account management role, ideally in B2B SaaS, financial data or commodities
- Hands-on ownership of both retention and expansion, including running renewals and closing upsell and cross-sell opportunities
- Comfortable managing a high volume of smaller accounts and prioritising time effectively
- Strong written and verbal communication skills
- Organised and process-driven, with working knowledge of CRM and AI tools
- Genuine curiosity about commodities and energy markets and appetite to learn
- Resilient and proactive, comfortable working autonomously in a fast-paced, high-growth environment
- Prior exposure to commodities, energy markets, or financial/data services preferred
- Experience with MEDDPICC or another value-selling framework preferred
- Familiarity with HubSpot and Claude preferred
Benefits
Comp & perks- Equity in a high-growth, VC-backed company
- $42M in Series B funding — strong market traction and investment
- Early-stage growth — build your career as we scale
- Market-leading product — we are redefining commodity trading intelligence
- Top-tier tools and technology to support your success
- Opportunity to learn directly from experienced Account Directors
- Opportunity to take on bigger, more complex accounts and advance into senior sales responsibility
