Account Manager – SMB

Jobtailor

Denver (CO)

On-site

USD 65,000 - 95,000

Full time

3 days ago

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Job summary

Jobtailor is seeking a customer-success oriented professional to own the full post-sale lifecycle for a defined set of customers, from contract signing through renewal. You will guide customers through setup, launch, adoption, and ongoing success, running a structured 60-day onboarding and serving as the main relationship manager for adoption, value realization, and renewal readiness.

You will drive activation across core product features, monitor engagement metrics, and conduct health reviews

Qualifications

2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding.
Strong communication skills and confidence leading customer-facing calls.
Comfortable working across Sales, Product, Engineering, Support, and RevOps.
High technical curiosity with willingness to learn product workflows and integrations.

Responsibilities

Own the full post-sale lifecycle for a set of customers from contract signature through renewal.
Guide customers through setup, launch, early adoption, and ongoing success.
Run structured onboarding for the first 60 days.
Serve as primary relationship manager for adoption, sentiment, value realization, renewal readiness, and churn prevention.
Drive user activation and usage across key product features.
Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup.

Skills

Post-sale lifecycle

Customer facing calls

Renewal coordination

Cross-functional collaboration

Tools

Salesforce

SalesLoft

Job description

Job Responsibilities

Own the full post-sale lifecycle for a set of customers from contract signature through renewal
Guide customers through setup, launch, early adoption, and ongoing success
Run structured onboarding for the first 60 days
Serve as primary relationship manager for adoption, sentiment, value realization, renewal readiness, and churn prevention
Drive user activation and usage across key product features
Monitor engagement signals including meeting volume, utilization, integration completion, and workflow setup
Run scheduled check-ins, health reviews, and value recap meetings
Build playbooks to increase adoption and correct usage gaps
Own Gross ARR Retention and renewal outcomes
Identify churn risks and execute save plays including retraining and workflow redesign
Prepare, forecast, negotiate, and execute renewals during the 120 days preceding renewal
Confirm contract terms, seat counts, and pricing
Maintain renewal documentation and customer data in Salesforce and internal tools
Partner with Sales, Product, RevOps, and Support on handoffs, feedback, reporting, automation, escalations, and adoption blockers
Document configurations, onboarding progress, risks, and milestones
Improve onboarding and renewal playbooks and identify workflow automation opportunities

Requirements

2 to 3 years in Sales Development, Business Development, Account Management, Customer Success, or Onboarding
Strong communication skills and confidence leading customer-facing calls
Comfortable working across Sales, Product, Engineering, Support, and RevOps
High technical curiosity with willingness to learn product workflows and integrations
Highly organized with strong operational discipline and attention to detail
Ability to manage multiple accounts at once and keep customers moving without friction
Background and reference checks required as part of onboarding
Experience in wealth-tech, fintech, or regulated SaaS (bonus)
Proven success driving fast time-to-value and strong renewals (bonus)
Background in onboarding or implementations with integrations and configuration steps (bonus)
Familiarity with Salesforce and SalesLoft (bonus)
Experience with health scoring, renewal processes, and churn prevention frameworks (bonus)

Core Competencies

Demonstrates expertise in managing the full post-sale lifecycle, focusing on customer onboarding, renewal processes, and churn prevention. Proficient in utilizing Salesforce and SalesLoft to enhance customer engagement and drive adoption.

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