Account Manager

Vermont Xcenter; São Paulo; Presencial; BRL 80.000 - 120.000; Tempo integral

Resumo da oferta

A technology consulting firm is seeking a professional to manage and enhance the customer journey for medium to large clients using monday.com. The role involves identifying upsell opportunities and ensuring optimal use of tools and integrations. The ideal candidate will collaborate with cross-functional teams and report on progress. This position offers the chance to drive adoption and engagement with a focus on strategic outcomes.

Responsabilidades

• Manage a portfolio of medium to large monday.com customers.
• Track the customer journey from onboarding to renewal.
• Identify opportunities for expansion, upsell, and new modules.
• Ensure customers use automations, dashboards, and integrations strategically.
• Lead QBRs, check-ins, and executive meetings.
• Develop action plans for adoption and engagement.
• Collaborate with CS, Support, and Technical teams to resolve complex requests.
• Maintain CRM and reports with account status updates.
• Report results and risks to leadership.

Descrição da oferta de emprego

About the Company

MakeITSimple is a technology company specialized in consulting and implementation of SaaS solutions for market-leading platforms.

Our purpose is to simplify technology and transform our clients' operations into extraordinary results.

Mission

Act as a strategic partner to clients, ensuring that each company achieves concrete results with monday.com, evolving the tool's maturity—raising perceived value, retention, and expansion opportunities.

Key Responsibilities

• Manage a portfolio of medium to large monday.com customers.
• Track the customer journey from onboarding to renewal.
• Identify opportunities for expansion, upsell, and new modules.
• Ensure customers use automations, dashboards, and integrations strategically.
• Lead QBRs, check-ins, and executive meetings.
• Develop action plans for adoption and engagement.
• Collaborate with CS, Support, and Technical teams to resolve complex requests.
• Maintain CRM and reports with account status updates.
• Report results and risks to leadership.