Account Manager

Intellinetics, Inc.; United States; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Uncapped commission

Benefits

Job summary

A cloud-based document services provider is seeking an Account Manager to join their sales team in the United States. The role focuses on customer relationship management, driving revenue growth, and ensuring customer satisfaction. Candidates should have 3–5 years of experience in Account Management, preferably within a SaaS environment. Strong communication skills and CRM proficiency are essential for success. This position offers a competitive salary along with uncapped commission and benefits.

Qualifications

• 3–5 years of experience in Account Management or Customer Success.
• Proven experience owning customer portfolios and responsibility for revenue.
• Background in software/SaaS, preferably in document management.

Responsibilities

• Serve as the primary point of contact for assigned customer accounts.
• Own renewal cycles, including pricing discussions and contract updates.
• Respond to customer questions on product functionality and billing.

Skills

Account management

Customer success

Strong communication skills

Organization

CRM proficiency

Tools

HubSpot

Salesforce

Zoho

Job description

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Intellinetics, Inc. is a cloud-based document services and automation software provider. Its IntelliCloud™ suite of solutions plays a mission‑critical role for organizations in regulated, compliance‑intensive markets including K‑12 education, local government, construction, and commercial sectors.

We are a company undergoing strategic transformation, with new divisions aligned around Software and Services. Our growth engine is our SaaS platform that delivers document management, records automation, and accounts payable (AP) workflow automation to customers through both direct sales and partner‑led channels. To support this growth, we are expanding our sales team.

About the Role

We are looking for a motivated and customer‑focused Account Manager to join our growing team. This role is a hybrid between Account Management and Customer Success, with a strong emphasis on building relationships, retaining business, and driving revenue growth within our existing customer base.

You will serve as the trusted advisor for assigned accounts, ensuring customers receive value from our solutions while identifying opportunities for expansion, upsell, and renewal. This role requires strong communication skills, organization, and the ability to balance proactive engagement with responsive customer support.

Key Responsibilities

Customer Relationship & Account Management

• Serve as the primary point of contact for assigned customer accounts.
• Build and maintain strong, long‑term relationships with key stakeholders.
• Conduct regular account reviews, business reviews, and check‑ins to drive adoption and retention.
• Ensure customer satisfaction and advocate for customer needs internally.

Revenue Growth & Renewals

• Own renewal cycles, including pricing discussions, contract updates, and coordination with finance.
• Identify expansion, cross‑sell, and upsell opportunities based on customer usage, maturity, and strategic roadmaps.
• Collaborate with Sales and Marketing to provide insights into customer needs and expansion potential.
• Track account health and proactively mitigate churn risk.

Customer Support & Operational Responsibilities

• Respond to customer questions on product functionality, billing, agreements, and contract terms.
• Coordinate internal resources (support, product, services) to resolve customer issues and improve customer outcomes.
• Maintain accurate CRM data including activity, deal tracking, renewal dates, and expansion pipeline.
• Provide forecasting and reporting on account health, revenue risk, and growth opportunities.

Requirements

• 3–5 years of experience in Account Management, Customer Success, or Client Services.
• Background in software/SaaS, preferably in content/document management, workflow software, or related enterprise applications.
• Proven experience owning customer portfolios and responsibility for revenue, renewals, or upsell outcomes.
• Strong communication and relationship‑building skills. Comfortable interacting with all levels including executives.
• Highly organized with the ability to manage multiple accounts, priorities, and stakeholder needs.
• CRM proficiency (HubSpot, Salesforce, Zoho, or similar).

Preferred Experience

• Experience with public sector, K‑12 education, construction/home building, or government markets (optional depending on your ICP).
• Knowledge of document management systems (ECM), AP automation, workflow automation, or enterprise software.
• Ability to analyze customer usage and data to guide business reviews and expansion conversations.
• Familiarity with MEDDICC, value‑based selling, customer success frameworks, or renewal management.
• HubSpot CRM experience.

Why Join Us

• Opportunity to play a key role in growing and shaping our customer success and account management strategy.
• Work with an experienced leadership team and solutions that make a real operational impact for our customers.
• Competitive base salary + uncapped commission + benefits.