Account Manager - Sales

Caselle, Inc.; Provo (UT); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote work flexibility

Hybrid option for Utah-based team

Travel to regional events

Medical, dental, and vision coverage

401(k) with 4% company match

Job summary

Caselle, Inc. is seeking an Account Manager to own a book of ~200 local-government customers, focusing on relationship and revenue. You will be the main contact, nurture retention, and drive expansion across Caselle and Govineer products.

You'll work with city clerks, treasurers, and managers, conduct quarterly reviews, and lead negotiations to maximize recurring revenue, with a hybrid/remote setup and occasional travel.

Qualifications

• Three+ years in account management, customer success, or expansion sales in B2B SaaS or vertical software.
• Track record of carrying and hitting a revenue or retention number.
• Comfort having direct commercial conversations, including price increases, without harming the relationship.
• Strong organization across a large book with genuine CRM discipline.
• Customer empathy and retention mindset.
• Proactive and self-directed, with a track record of working effectively remotely.
• Strong communication skills adaptable across municipal roles.

Responsibilities

• Own your book of ~200 Caselle accounts and be the primary contact for each.
• Touch every account each quarter, rotating contacts to ensure proactive outreach.
• Lead quarterly business reviews with top-tier accounts (Tier 1 quarterly, Tier 2 semi-annual).
• Drive upsell and cross-sell across Caselle and Govineer product lines to hit expansion quotas.
• Deliver price increases with clear, customer-ready justification.
• Protect the base by identifying at-risk accounts early and guiding retention efforts.
• Collaborate with city clerks, treasurers, finance directors, and city managers to align on evolving needs.
• Negotiate and close contracts to maximize recurring revenue.
• Advocate and elevate, triaging issues with support and ensuring resolution.
• Show up in person by attending regional conferences and ~6 onsite visits per year.
• Keep the system clean by maintaining accurate account records and pipeline in HubSpot.

Skills

Account management

Revenue ownership

CRM discipline

Remote work

Communication

Job description

Account Manager Location: Remote (Hybrid Optional) | Travel Required (~10-20%)

About Caselle

At Caselle, we build software that helps communities thrive. For more than 40 years we have delivered ERP and payments solutions built specifically for small and mid-sized local governments - payroll, utility billing, accounting, and citizen payments. Today nearly 1,500 cities, towns, counties, and districts run their daily operations on Caselle, serving over 20 million residents.

We keep the vast majority of our customers year after year, and we are not content with that. As part of Govineer - a family of govtech brands serving more than 2,300 local government entities across 43 states - we are investing in the people and processes that keep those customers successful for the long haul. This role is central to that investment.

The Role

The Account Manager owns a book of roughly 200 Caselle local-government customers and is the named relationship for every account in it - the person they call, the person who knows their setup, and the person responsible for both keeping them and growing them. The role is split roughly evenly between customer care and expansion selling. You protect retention through proactive engagement, and you grow revenue through upsell, cross-sell, and disciplined price increases. It is a dual mandate: both halves are measured, and both halves are compensated.

You will not be doing implementation or day-to-day troubleshooting - we have strong support and implementation teams for that. Your job is the relationship and the revenue.

What You'll Do

• Own your book. Serve as the primary point of contact for approximately 200 accounts across the full relationship.
• Touch every account, every quarter. Reach every customer in your book each quarter, rotating to a new contact, so customers hear from you before they need to call.
• Lead QBRs. Conduct quarterly business reviews with your top-tier accounts - Tier 1 quarterly, Tier 2 semi-annual.
• Grow the book. Drive upsell and cross-sell across the Caselle and Govineer product line - cloud hosting, online payments (Community Connect), modular add-ons, and services - to hit an expansion quota.
• Deliver price increases. Carry discount reductions and rate increases to customers with clear, customer-ready justification.
• Protect the base. Identify at-risk accounts early using the book health score and lead the save well before a renewal is in question.
• Partner across the org chart. Work with city clerks, treasurers, finance directors, and city managers to align on their evolving needs and priorities.
• Negotiate and close. Own contracts and agreements that maximize recurring revenue.
• Advocate and elevate. Triage customer issues, elevate cleanly to support, and follow through to resolution.
• Show up in person. Attend regional conferences and user forums, and complete approximately six onsite customer visits per year.
• Keep the system clean. Maintain accurate account records, contact lists, activity, and pipeline in HubSpot.

What You Bring

Required

• Three or more years in account management, customer success, or expansion sales - ideally B2B SaaS or vertical software
• A track record of carrying and hitting a revenue or retention number
• Comfort having direct commercial conversations, including price increases, without damaging the relationship
• Strong organization across a large book, with genuine CRM discipline
• Customer empathy - you treat retention as a relationship, not a renewal date
• Proactive and self-directed, with a track record of working effectively remotely
• Strong communication skills, and the judgment to tailor your approach across very different municipal roles

Preferred

• Five or more years in govtech, public sector, ERP, or payments
• Working knowledge of how local government actually operates - budget cycles, councils, procurement, and the pressures your customers are under
• Genuine interest in supporting small-town America and helping communities modernize

How You're Measured

Your scorecard reflects both halves of the role: expansion bookings to quota, gross and net revenue retention on your book, book health score, price-increase capture, logo retention, and quarterly touch completion.

Pay runs on three quarterly levers - a growth commission on cloud, add-ons, and services; a price-increase commission; and a retention commission on the ARR you keep. You are paid to grow the book and to keep it healthy.

• Base salary plus quarterly variable compensation, uncapped on expansion
• Flexible remote work, with a hybrid option for Utah-based team members
• Medical, dental, and vision coverage
• 401(k) with 4% company match after six months
• Travel to regional events, conferences, and customer sites
• Meaningful work that supports local governments and the residents they serve

Why This Role, Why Now

Caselle keeps the vast majority of its customers - but those customers tell us they want a real relationship: proactive contact, a name to call, a partner who understands their world. This role is how we deliver that.

At the same time, Caselle is in a period of real product growth, from cloud and integrated payments to new modules. There has never been more opportunity to help a customer take the next step. You will have a book small enough to manage well and the mandate to make every account in it both happier and more valuable.

Caselle and Govineer are equal-opportunity employers. We evaluate all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.