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Talismatic is seeking a Customer Account Executive to drive expansion within our existing customer base, owning expansion ARR across a defined book and leading end-to-end expansion motions. You will partner with Customer Success to convert realized value into commercial growth, maintain weekly and monthly forecasts, and prioritize multi-product adoption and seat expansion.
Strong collaboration with Product, Sales, and Finance is expected to articulate ROI-based business cases and strategic
TheCustomerAccountExecutiveisaquota-carryingsalesroleresponsibleforexecutingexpansionmotionsthatdriveincrementalARRwithintheexistingcustomerbase.Thisroleownsupsell,cross-sell,seatexpansion,andmulti productadoption. WorkinginclosepartnershipwithCustomerSuccesstoconvertrealizedcustomervalueintocommercialgrowth.Thisroledoesnotownrenewals,churnprevention,oraccounthealth.SuccessismeasuredstrictlyonexpansionARRperformanceandcontributiontoNetRevenueRetention(NRR).
OwnanddeliveradedicatedexpansionARRquotaacrossadefinedbookofexistingcustomers
Identify,qualify,andcloseexpansionopportunitiesincludingseatgrowth,productadd-ons,andtierupgrades
Leadexpansiondealsend-to-endbyexecutingdiscovery,quantifyingvalue,structuringpricing,andnegotiatingtermstocloseincrementalARR
Drivemulti-yearandmulti-productexpansionmotionsalignedtocustomeroutcomes
Maintainaweeklyandmonthlyexpansionforecastwithdocumentedcloseplansandriskmitigationforcommitteddeals
Buildandexecuteexpansionstrategiesrootedincustomerbusinessobjectivesandrealizedproductvalue
Leverageusagedata,successmilestones,andintentsignalstoinitiatetimelyexpansionconversations
Conductexecutive-leveldiscoverytouncovergrowthdriversandwhitespace
DevelopROI-basedbusinesscasesthatjustifyincrementalcustomerinvestment
Positionexpansionsasoutcomeaccelerators,notfeature-basedtransactions
PartnerwithCustomerSuccessManagerstoassessexpansionreadiness,confirmvaluerealization,andaligntimingbeforeinitiatingcommercialmotions
ParticipateinQBRsandexecutivereviewstosupportexpansionstrategyandvaluearticulation
Maintainclearswimlanes:CSownsoutcomesandrenewals;CustomerAEownsexpansionrevenue
Coordinatecleanpost-closehandoffstoensuresuccessfuladoptionofexpandedscope
Supportsavemotionsonlywhenexpansionisviableandcustomervalueremainsintact
Buildandmanageahealthyexpansionpipelinewithdefinedcloseplansandnextsteps
ForecastexpansionARRweeklyandmonthlywithhighaccuracyanddiscipline
Trackwhitespace,penetration,andexpansionconversionrates
MaintainstrongCRMhygiene,dealdocumentation,andinspectionreadiness
PartnerwithProductandMarketingonexpansionusecases,messaging,andenablement
Providestructuredfeedbackonexpansionblockers,pricingfriction,andcompetitivedynamics
CollaboratewithRevOps,Finance,andLegaltoensureclean,efficientdealexecution
Contributetoexpansionplaybooksandrepeatablebestpractices
ExpansionARRattainment
ContributiontoNetRevenueRetention(NRR)
Expansionpipelinecoverageandconversionrates
Forecastaccuracy
AverageContractValue(ACV)growth
Multi-productadoption
Consistentlyexceedsexpansionquota
DrivesmeasurableimprovementinNetRevenueRetention
Maintainsapredictable,trustworthyforecast
ViewedasatrustedexpansionpartnerbyCustomerSuccessandleadership
Customersseeyouasastrategicgrowthadvisor,notatransactionalsellerTheCustomerAccountExecutiveisaquota-carryingsalesroleresponsibleforexecutingexpansionmotionsthatdriveincrementalARRwithintheexistingcustomerbase.Thisroleownsupsell,cross-sell,seatexpansion,andmulti-productadoption—workinginclosepartnershipwithCustomerSuccesstoconvertrealizedcustomervalueintocommercialgrowth.
5–10+yearsofB2BSaaSsalesexperience,preferablyinexpansionoraccountgrowthroles
Provensuccessclosingupsellandcross-selldealswithinexistingcustomerbases
Experiencesellingthroughavalue-based,consultativemotion
Strongexecutivepresenceandnegotiationskills
HighforecastingrigorandCRMdiscipline
DemonstratedabilitytopartnereffectivelywithCustomerSuccessteams
Proventrackrecordofexpandingrevenuewithinexistingenterprisecustomers
Experiencesellingintolarge,complexorganizations($1B+revenuepreferred)
Familiaritywithsubscription-based,multi-productSaaSmodels
DomainexperienceinProcurement,ERP,Finance,HR,oradjacententerpriseplatformsisastrongplus
Commerciallysharpandgrowth-oriented
Comfortableoperatingwithoutrenewalownership
Collaborative,butclearonaccountability
Curious,discovery-driven,andoutcome-focused
Biastowardexecution—movesquicklyfromsignaltodealmotion
Predictableperformerwhovaluesforecastaccuracy
Ownershipmindsetwithhighaccountabilityforrevenueoutcomes
Customer-centricbutcommerciallysharp
Comfortableoperatingwithoutateam,hands-onandexecution-focused
Strategicthinkerwithstrongfollow-through
High-impactrolewithdirectownershipofnetrevenueretention,expansion,andlong-termcustomerlifetimevalue
JoinaNew-AgeLeaderand“GrandSlam”organization,recognizedbyGartner,Forrester,andIDCforproductinnovation,executionexcellence,andcustomerimpactacrosstheSource-to-Paylandscape
Workwithamarket-leading,AI-poweredS2Pplatformofferingawell-roundedenterprisesuite,withadvancedinvestmentsinintake,orchestration,andautonomousnegotiationthroughMerlinAI
Partnerwithlarge,strategicglobalenterprises,drivingcomplex,high-valueprocurementanddigitaltransformationinitiatives
StrongcollaborationwithCustomerSuccessandProductleadership,includingcustomerco-developmentandprereleaseprogramsthatdirectlyinfluenceroadmapandinnovation
Bepartofanorganizationknownforbest-in-classcustomerexperience,consistentlyrankingamongtopvendorsforsupporteffectiveness,lowerticketvolumes,andstrongglobalsupportcoverage
Leveragestrongbrandmomentumanddifferentiatedmarketingleadership,drivinghighcustomerengagementandmarketvisibility
Competitivecompensationwithameaningfulvariableupsidealignedtoperformanceandbusinessoutcomes