Salesforce Account Manager

Plative; Northern (KY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

Plative is seeking an Account Manager to own a portfolio of Tier 1 & 2 accounts within Salesforce and NetSuite practices. You will drive renewals, expansions, and transitions from project-based work to managed services.

You will partner with Associate Directors and Client Partners to ensure client satisfaction, create quarterly plans, and lead executive-level reviews across multiple platforms.

Qualifications

• 5+ years in account management or consulting sales in a professional services environment.
• Strong background in Salesforce ecosystems (incl. Agentforce 360).
• Proven ability to drive renewals and upsell across enterprise or mid-market accounts.
• Adept at building C-suite relationships and leading executive presentations.
• Willing to travel up to 25% for client meetings and onsite visits.

Responsibilities

• Own 20–40 Tier 1 & 2 accounts across Salesforce and NetSuite practices.
• Develop 90-day and longer renewal plans; lead renewal negotiations.
• Lead transform-to-innovate transitions to longer-term managed services.
• Create quarterly account plans including whitespace mapping and stakeholder engagement.
• Drive upsell and cross-sell across Plative’s Salesforce, NetSuite, Data 360, and AI capabilities.
• Build executive relationships and lead quarterly business reviews.
• Collaborate with Delivery Directors and CPs; maintain CRM hygiene and renewal forecasts.

Skills

AI-native mindset

Account management

Consulting sales

Salesforce ecosystem

Renewals & upsell

Executive relationships

Contract negotiation

Travel 25%

Cross-functional collaboration

Tools

Salesforce

Agentforce 360

Data 360

Job description

Plative is hiring Account Managers (AMs) to take ownership of our existing client portfolio and drive growth through renewals, expansions, and transitions from “Transform” (project-based work) to “Innovate” (managed services and phase 2 programs).

This role is critical to maintaining strong year-over-year renewal performance and ensuring clients receive proactive account leadership. The Account Manager will partner closely with our Associate Directors (ADs), who focus on delivery, and Client Partners (CPs), who focus on new logo acquisition, to ensure continuity of service and client satisfaction.

Key Responsibilities:

Account Ownership & Growth

• Serve as the commercial owner of 20–40 Tier 1 & 2 accounts across Salesforce and NetSuite practices, leveraging expertise in areas like Agentforce Sales, Agentforce Service, and Data 360.
• Develop and execute 90-day and greater renewal plans for all renewable clients; own renewal negotiation and close.
• Lead transform-to-innovate transitions, ensuring 70%+ utilized accounts are converted to longer-term managed services.
• Create and maintain quarterly account plans, including whitespace mapping, stakeholder multi-threading, and alliance engagement with Salesforce teams.
• Drive upsell and cross-sell opportunities across Plative’s Salesforce (Agentforce Sales, Agentforce Service, Agentforce Marketing, Agentforce Commerce, Agentforce Revenue Management, Agentforce Field Service, Salesforce AI), NetSuite, Data 360, and Salesforce AI capabilities.

Client Relationship Management

• Build and maintain executive-level relationships at key accounts; act as the trusted advisor.
• Schedule and lead quarterly business reviews (QBRs) and regular onsite visits for Tier 1 accounts.
• Ensure accounts are properly tiered per Plative’s Account Management Framework and adjust quarterly.
• Partner with ADs to ensure delivery health and customer satisfaction align with renewal and growth objectives.

Internal Collaboration & Governance

• Operate in a two-in-a-box model with Delivery Directors:
• Delivery Director: Delivery, execution, and escalations.
• Collaborate with CPs during account handover (30–90 days post-first project sale).
• Maintain CRM hygiene, renewal forecasts, and account reporting with accuracy and timeliness.

Qualifications

• AI-native mindset. You use AI as everyday leverage in both work and life, with clear opinions on what works and what does not. You stay current on frontier-model progress, go beyond prompting to building lightweight tools and automations, and you enjoy sharing practical, real examples with teammates and clients.
• 5+ years of experience in account management, or consulting sales, ideally within a professional services environment.
• Strong background in Salesforce ecosystems (consulting experience preferred), encompassing platforms such as Agentforce 360.
• Proven ability to drive renewals and upsell revenue across a portfolio of enterprise or mid-market accounts.
• Adept at building C-suite relationships and leading executive presentations.
• Strong commercial acumen: ability to negotiate contracts, identify whitespace, and measure impact.
• Comfortable with travel (25%) for client meetings and onsite visits.
• High degree of collaboration; thrives in a matrixed environment with delivery, sales, and alliance teams.

Success Metrics

• Renewal rate targets across assigned accounts.
• 100% of Tier 1 accounts with active account plans and scheduled QBRs.
• Zero “surprise churn” within the assigned portfolio.
• Improved transform-to-innovate conversion rates.

How You’ll Embody Our Core Values At Plative, our core values shape how we work, collaborate, and grow. As part of the team, you will:

Put People First: Build trusted relationships with clients and mentor teammates.

Grow Together, Win Together: Share knowledge, celebrate wins, and elevate others.

Bring Your Authentic Self to Work: Foster openness, empathy, and integrity in every interaction.

Take the Path You’ll Be Proud Of: Deliver excellence, own outcomes, and learn from challenges.

Push Boundaries, Blow Minds: Design creative, scalable solutions that drive real impact.

Compensation Compensation is competitive and benchmarked to the market. Exact ranges vary by region and will be discussed during the initial interview process.

AI Disclosure & Hiring Practices Plative uses AI-powered tools to support our recruitment process. However, AI tools never replace human judgment; all hiring decisions are made entirely by our Talent Team.

Plative Inc. is an equal opportunity employer. We welcome applicants of all backgrounds and do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other protected characteristic. We are also committed to fair employment practices regarding citizenship and immigration status.