SaaS Client Growth & Retention Advisor

Rev.io; Atlanta (GA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Excellent medical, dental and vision

401k with company match

Unlimited PTO

Professional development allowance

Job summary

Rev.io, an Atlanta-based software company, is seeking a Client Solutions Advisor to protect and grow revenue within the existing client base. You will manage cross-functional relationships, drive renewals, upsells, and the adoption of Rev.io payments and products.

You will regularly conduct business reviews, advise on best-fit product options, and collaborate with Support, Professional Services, Sales, and Marketing to ensure a superior client experience. Travel as needed may be required.

Qualifications

• 3+ years of experience in account management, client success, or expansion sales in a SaaS or technology environment.
• Demonstrated track record of meeting or exceeding revenue retention and expansion targets within an existing client base.
• Strong solution-selling and consultative skills; ability to identify client needs and match them to product capabilities.
• Excellent communication, relationship management, and executive presentation skills.
• Experience with subscription billing, payments platforms, or financial technology preferred.
• Comfortable conducting business reviews both onsite and remotely; willingness to travel as needed.
• Proficiency with CRM tools (Salesforce or equivalent).
• Bachelor's degree in Business, Marketing, Communications, or related field preferred.

Responsibilities

• Maintain and grow monthly recurring revenue (MRR) within an assigned book of existing Rev.io clients.
• Meet and exceed quarterly quotas for add-on module sales to current clients.
• Partner with Account Management on client contract renewals; serve as the solutions consultant when renewals involve pricing changes, upsells, or expanded scope that require a selling motion.
• Own the sales of Rev.io's Payments Platform to existing clients, including collection of required merchant services documentation and facilitation of the onboarding process.
• Conduct regular, proactive business reviews with clients — both onsite and remotely — to assess satisfaction, understand evolving business needs, and identify growth opportunities.
• Consult with clients on current and future business requirements to ensure they are positioned on the most optimal solution within Rev.io's product portfolio.
• Act as a trusted solutions consultant when clients encounter service issues or complex technical demands; escalations as needed.
• Introduce clients to new Rev.io products and services through solution-based selling that addresses their specific operational and financial goals.
• Serve as the voice of the client across Rev.io's internal teams, owning the client experience throughout all cross-functional touchpoints.
• Partner with Support, Professional Services, Sales, and Marketing to drive a positive, consistent customer experience and facilitate account growth.
• Escalate client service and technical issues through appropriate internal channels, following through to resolution on behalf of the client.
• Create and maintain regular executive summaries for key accounts, ensuring stakeholders have current, accurate insight into account health and status.

Skills

Communication

Relationship management

Executive presentations

Education

Bachelor's degree

Tools

Salesforce

Job description

Rev.io, an Atlanta-based software company, is seeking a Client Solutions Advisor to protect and grow revenue within the existing client base. You will manage cross-functional relationships, drive renewals, upsells, and the adoption of Rev.io payments and products.

You will regularly conduct business reviews, advise on best-fit product options, and collaborate with Support, Professional Services, Sales, and Marketing to ensure a superior client experience. Travel as needed may be required.