SaaS Technical Account Manager — Onboarding & Growth

Extension, Inc; Milwaukee (WI); On-site; USD 80,000 - 95,000; Full time

Job summary

Extension, Inc. in Milwaukee, WI is seeking a Technical Account Manager to join our growing SaaS team. This role blends technology, sales, and relationship-building to scale operations and onboard customers from contract to initial reporting.

The TAM will identify opportunities for expanding existing accounts, collaborate with the Account Executive to move deals forward, and manage quotes, contracts, and pricing documents while keeping CRM records and forecasts up to date.

Qualifications

• 5-7+ years in SaaS sales or related customer-facing roles.
• Strong revenue growth and relationship-building experience.
• Technical aptitude with ability to explain complex solutions.
• Experience with CRM platforms; HubSpot a plus.
• Excellent organization, communication, and problem-solving skills.
• Self-starter with ownership and adaptability in a growing company.
• Experience in industrial tech or related B2B industries preferred.

Responsibilities

• Lead customer onboarding from contract signature through platform launch and initial reporting.
• Identify opportunities to grow existing accounts across locations, modules, and services.
• Partner with Account Executive to move deals forward, prepare quotes, and manage contracts and pricing documents.
• Maintain accurate CRM records, pipeline activity, and sales forecasts.
• Develop repeatable processes for sales, onboarding, and account management while coordinating customer needs across internal teams.

Skills

SaaS sales

Account management

Sales operations

Customer relationship

CRM knowledge

Tools

HubSpot

Job description

Extension, Inc. in Milwaukee, WI is seeking a Technical Account Manager to join our growing SaaS team. This role blends technology, sales, and relationship-building to scale operations and onboard customers from contract to initial reporting.

The TAM will identify opportunities for expanding existing accounts, collaborate with the Account Executive to move deals forward, and manage quotes, contracts, and pricing documents while keeping CRM records and forecasts up to date.