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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in account management, focusing on retention and renewal execution while effectively engaging with customer stakeholders. Proficient in utilizing Salesforce for managing customer relationships and driving measurable growth through upselling and cross-selling opportunities.
Highest-signal resume keywords
Account ManagementRenewal ExecutionSalesforce ExperienceNegotiation SkillsCustomer Relationship Building
About the role
Key responsibilities & impact- Own retention and renewal execution across an assigned book of business
- Meet combined renewal and volume upsell quota and retention goals
- Plan and manage account activity, including renewals due in the next 90 and 180 days
- Maintain proactive monthly customer contact throughout the customer lifecycle
- Engage decision makers, champions, and users to understand needs, reinforce value, identify risk, and uncover growth opportunities
- Manage renewal preparation and execution, including customer engagement, quotes, contract coordination, negotiation, follow-up, and completion
- Apply approved pricing and uplift expectations and obtain approvals for exceptions
- Identify churn and contraction risks, document revenue at risk, and coordinate mitigation plans
- Own volume upsell opportunities from discovery through close
- Identify and qualify cross-sell opportunities and partner with Customer Account Executives on the sales process
- Build relationships with multiple customer stakeholders and maintain customer information in Salesforce
- Conduct discovery conversations connecting customer needs with Trustwell products
- Support customer value realization and adoption with product or technical specialists
- Reserve one hour each workday for Salesforce updates and opportunity management
- Keep contacts, activities, opportunity stages, close dates, forecasts, risks, and next steps accurate in Salesforce
- Document renewal losses according to company requirements
- Coordinate with Support, Product, Finance, and other internal teams while maintaining ownership of customer communication
- Submit a weekly Monday commit, communicate forecast changes, and report results at the Friday wrap
- Prepare for account reviews and weekly one-on-ones
- Identify customer advocates and referral opportunities
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree in business, management, or a related field, or equivalent relevant professional experience
- Three or more years of experience in account management, renewals, or customer expansion in a SaaS or recurring-revenue business
- Experience managing a portfolio of existing customers with measurable retention or revenue goals
- Demonstrated success managing renewals, negotiating pricing, closing account expansion opportunities, and achieving measurable commercial goals
- Ability to independently manage a portfolio of accounts and prioritize competing renewal and growth needs
- Strong commercial judgment, including identifying account risk, determining next steps, and escalating issues with clear context and recommended actions
- Effective discovery, negotiation, relationship-building, and customer communication skills
- Ability to build relationships with multiple stakeholders and understand customer purchasing and decision-making processes
- Strong CRM discipline and ability to use account and pipeline data to prioritize work, maintain actionable next steps, and produce reliable forecasts
- Salesforce experience preferred
- Comfort using sales engagement, prospecting, and customer collaboration tools
- Experience with Salesloft, LinkedIn Sales Navigator, and Jira preferred
- Ability to collaborate effectively with CAEs and cross-functional partners
- Strong organization, attention to detail, and follow-through
- Ability to work productively and independently in a remote environment
- Experience serving food, beverage, supplement, or nutrition compliance customers preferred
Benefits
Comp & perks- Full healthcare benefits, including medical, dental, and vision
- Supplemental benefits, including STD, LTD, HSA, 401k, etc.
- Responsible Time Off (PTO) plus Holiday Pay
- Competitive compensation plus bonus
- Growth opportunities
- Equity program participation
- Background screening and references as part of the conditional offer process
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Renewal ManagementCustomer ExpansionCommercial JudgmentForecastingPipeline Management
Soft Skills
Effective CommunicationAttention to DetailOrganizationRelationship BuildingIndependent Work
Tools & Technologies
SalesforceSalesloftLinkedIn Sales NavigatorJiraSales Engagement Tools
Industry Keywords
SaaSRecurring RevenueCustomer LifecycleChurn Risk ManagementNutrition Compliance