AML Advisor

Role Overview

As an Account Manager at [Company Name], you will be the primary point of contact for our valued clients, ensuring they achieve their desired business outcomes using our SaaS platform. You will blend customer success strategies with commercial acumen to drive product adoption, secure renewals, and uncover expansion opportunities (upselling and cross-selling). The ideal candidate is highly strategic, empathetic, and driven by building long-term, mutually beneficial relationships.

Key Responsibilities

• Relationship Management: Serve as the trusted advisor for a portfolio of B2B clients, building strong relationships with key stakeholders and executive sponsors.
• Account Strategy: Develop and execute comprehensive account plans that align our software solutions with the clients' core business objectives.
• Revenue Growth & Retention: Own the renewal process to minimize churn. Proactively identify and close upsell and cross-sell opportunities to drive Net Retention Rate (NRR).
• Product Advocacy: Conduct regular business reviews (EBRs/QBRs) to demonstrate platform ROI, share best practices, and educate clients on new features and product updates.
• Cross-Functional Collaboration: Act as the voice of the customer internally. Partner closely with the Customer Success, Product, and Support teams to escalate issues, prioritize feature requests, and ensure a seamless customer experience.
• Data & Reporting: Maintain accurate and up-to-date records of account health, interactions, and sales pipelines within [Insert CRM, e.g., Salesforce / HubSpot].

Qualifications & Requirements

• Experience: [2-4] years of experience in Account Management, Customer Success, or B2B Sales, preferably within the SaaS industry.
• Commercial Acumen: Proven track record of managing a quota, negotiating contracts, and successfully driving renewals and expansions.
• Communication: Exceptional verbal and written communication skills, with the ability to present complex technical concepts to non-technical audiences clearly.
• Tech-Savvy: Proficiency with CRM tools (e.g., Salesforce, Gainsight, HubSpot) and a quick learner when it comes to new software platforms.
• Problem Solver: Analytical mindset with the ability to interpret customer data, identify risks, and proactively implement solutions.
• Education: Bachelor's degree in Business, Communications, or a related field (or equivalent practical experience).

Key Performance Indicators (KPIs)

• Gross and Net Revenue Retention (GRR & NRR)
• Account Growth (Upsell / Cross-sell revenue)
• Customer Satisfaction / Net Promoter Score (CSAT / NPS)
• Platform Adoption Rates

Next Steps for your PageUp Setup: Once you have customized this document to your liking and saved it, you can click the "Upload" or "Select from Role Specification File" option in your PageUp "Details/Setup" screen to attach it to Vacancy 0015.