Account Manager

FieldPulse; Dallas (TX); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) Plan

Paid Parental Leave

Lunches Provided

Job summary

FieldPulse, a high-growth field service management software, is seeking an Account Manager, Expansion & Upsell Specialist in Dallas. You will own upsell and cross-sell strategies, build trusted relationships with existing customers, and drive expansion opportunities while collaborating with Customer Success and Product teams.

In a hybrid, full-time role at our Dallas headquarters, you’ll develop strategic account plans, track progress in CRM, and help shape the go-to-market motions for add-on

Job description

FieldPulse is a high-growth field service management software built specifically for the trades. From the first call to the final payment, we help trades businesses streamline every step of their work. Our platform empowers office staff, field technicians, management, and business owners with the tools they need to book and schedule work, create estimates, complete jobs, and get paid - faster and more efficiently. Trusted by thousands of businesses globally, FieldPulse pairs cutting-edge technology with a customer-first mindset to support the people who keep our world running.

FieldPulse is hiring an Account Manager, Expansion & Upsell Specialist to drive revenue growth within our existing customer base. In this quota-carrying role, you’ll design sales cadences, develop GTM strategies for add-on products, and engage customers to uncover upsell opportunities. You’ll work closely with Customer Success and help build a scalable expansion motion from the ground up. If you’re a proactive seller who thrives on impact, we want to hear from you.

Where You'll Work:

• Full-time, Hybrid at our headquarters in Dallas, TX.
• You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.

What You'll Do:

• Revenue Expansion: Own upsell and cross-sell strategy within an assigned book of business. Consistently meet or exceed expansion quotas by identifying growth opportunities, pitching relevant solutions, and closing deals that drive customer value.
• Customer-Centric Growth: Build strong relationships with customers to understand their business goals and challenges. Leverage product usage data, feedback, and support interactions to recommend features, upgrades, or additional services that align with their evolving needs.
• Account Strategy & Planning: Create and execute strategic account plans focused on maximizing customer lifetime value. Segment accounts based on potential and prioritize outreach accordingly to drive targeted growth.
• Pipeline Management: Maintain accurate records of all activities, opportunities, and forecasts in CRM tools (Salesforce, Salesloft, etc). Regularly report on pipeline health, expansion progress, and risk factors.
• Cross-Functional Collaboration: Partner closely with Implementation, Customer Success, Product, Marketing, and Sales to ensure a seamless customer experience. Share feedback from the field to inform go-to-market initiatives and product development.
• Product Enablement & Education: Act as a product expert and trusted advisor. Keep customers informed about new features and best practices to increase adoption and drive long-term success.

What We're Looking For:

• SaaS Experience: 3+ years of experience closing recurring revenue SaaS deals, selling to existing customers, and expanding accounts.
• Technical Aptitude: Exceptional ability to understand and communicate complex technology to both technical and non-technical audiences.
• Solution Selling: Can effectively connect product capabilities to specific customer marketing challenges, articulating clear business value.
• Discovery Expertise: Conducts thorough discovery to assess impact, uncover opportunity, and quantify value across product lines and channels.
• Closing Skills: Strong track record of confidently closing business, discussing value, and handling pricing conversations.
• Trustworthiness: Known for integrity and earning trust from customers and colleagues alike.
• Problem Solving: Proactive approach to identifying challenges and delivering solutions.
• Initiative: Takes ownership of the commercialization plans and acts with urgency and confidence.
• Agility: Thrives in a fast-paced, evolving environment and adapts quickly to change.
• Experimentation: Open to testing new approaches and iterating rapidly for improvement.
• Big-Picture Focus: Understands how the Account Management function aligns with long-term company goals.
• Team Collaboration: A strong team player who values collective success and cross-functional cooperation.

Why You’ll Love Working Here:

• Impactful, Fast-Paced Startup Culture: Work on exciting projects that truly move the needle.
• Comprehensive Health Coverage: Medical insurance, plus dental & vision benefits to keep you covered.
• Lunches Provided Monday–Friday: Delicious meals on us to fuel your day.
• Health & Wellness Perks: Memberships to keep you feeling your best.
• 401(k) Plan: Secure your future while you grow with us.
• Clear Path for Growth: Transparent career progression, professional development, and promotion opportunities.
• Paid Parental Leave: Support for you and your family when it matters most.