Post-Sales Account Operations Lead

Authenticx; Indianapolis (IN); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Authenticx is seeking an Account Operations Manager to own the operational layer of post-sales client relationships. The role emphasizes schedule management, documentation, and proactive risk monitoring to keep accounts healthy and on track.

You will work within a tight-knit team including an SRE and a CSM, ensuring flawless CRM hygiene and timely communications. The ideal candidate brings 2+ years in client success or post-sales roles within SaaS, strong organizational skills, and proven

Qualifications

• 2+ years in a Client Success, Account Management, project coordination, or post-sales role within a SaaS environment.
• Demonstrated CRM discipline: experience owning record maintenance, activity logging, and documentation as a standing professional responsibility.
• Strong organizational skills with the ability to manage multiple accounts and competing priorities simultaneously without dropping detail.
• Client-facing communication experience: comfortable owning day-to-day client contact and writing clear, professional recaps and correspondence.
• Proactive risk awareness: able to read a client relationship for health signals and know when and how to elevate.

Responsibilities

• Serve as the primary day-to-day client contact with a same-business-day response SLA across all assigned accounts.
• Own all scheduling across the full account lifecycle: weekly syncs, QBRs, insights checkpoints, workshops, internal reviews, and renewal planning syncs.
• Lead weekly/biweekly client syncs: own agenda preparation, facilitation, recap documentation, and action item tracking.
• Distribute accurate, concise recaps to clients within 24 hours of each sync's conclusion and ensure all action items are logged with owners and due dates.
• Own all CRM data entry, record maintenance, activity logs, contact management, and account runbooks (CRM hygiene is a primary responsibility, not a secondary task).
• Log utilization data, adoption KPI updates, opportunity tracking, renewal activity, and risk flags with the discipline and accuracy the account team relies on for pipeline forecasting and strategic decisions.
• Monitor day-to-day health signals across the full account load: sentiment shifts, engagement changes, missed meetings, and behavioral anomalies.
• Document and escalation risk flags immediately, with commercial risk routed to the Account Director, platform risk to the CSM, and operational risk to both.
• Own QBR logistics end-to-end: scheduling, invite management, deck version control, initial slide draft, content coordination with CSM and SRE, and post-QBR action item tracking.
• Support renewal planning coordination, workshop logistics, and insights checkpoint scheduling, owning every operational layer around these motions so the SRE and CSM can focus on content and strategy.
• Maintain a live task board across all open account commitments, owners, and milestones; surface blockers to the account team early without over-escalating.
• Own technical issue routing: ticket tracking, follow-up coordination, client communication, and resolution confirmation.

Skills

CRM discipline

Client communication

Organization

Risk awareness

Schedule coordination

Tools

HubSpot CRM

Job description

Authenticx is seeking an Account Operations Manager to own the operational layer of post-sales client relationships. The role emphasizes schedule management, documentation, and proactive risk monitoring to keep accounts healthy and on track.

You will work within a tight-knit team including an SRE and a CSM, ensuring flawless CRM hygiene and timely communications. The ideal candidate brings 2+ years in client success or post-sales roles within SaaS, strong organizational skills, and proven