Strategic Account Manager — Onboarding & Growth

Automatiq; United States; Remote; USD 70,000 - 75,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Automatiq is seeking an Account Manager (Lysted) to support onboarding, manage post-sale customer needs, and drive product adoption for a growing client base.

You will conduct demos, assist migrations, track feature requests, and elevate issues to the appropriate departments. This role focuses on building relationships with large users and pursuing upsell opportunities to prevent churn.

Qualifications

• Experience in customer-facing roles such as account management or customer success.
• Ability to onboard new users through demos and migrations.
• Track feature requests and escalate issues to appropriate teams.
• Build relationships with large users to drive retention and upsell opportunities.
• Excellent communication and problem-solving skills.

Responsibilities

• Assist with client onboarding and perform product demos.
• Maintain and improve relationships with existing clients.
• Explain rates and billing processes to customers.
• Audit and update CRM data for accuracy.
• Identify accounts with underutilization and drive adoption.
• Analyze customer trends to measure satisfaction and revenue impact.
• Collaborate with Sales, Support, and Directors to ensure a seamless customer journey.
• Provide high-level support and document solutions; de-escalate when needed.
• Coordinate with CSR 1&2 for improved customer responses.
• Track and communicate software feature requests.
• Upsell/Cross-sell additional products to clients.

Skills

CRM proficiency

Onboarding

Demos

Upselling

Cross-selling

Communication

Problem-solving

Multi-tasking

Excel

Jira

Tools

HubSpot

CRM systems

Google Docs

Job description

Automatiq is seeking an Account Manager (Lysted) to support onboarding, manage post-sale customer needs, and drive product adoption for a growing client base.

You will conduct demos, assist migrations, track feature requests, and elevate issues to the appropriate departments. This role focuses on building relationships with large users and pursuing upsell opportunities to prevent churn.