Technical Account Manager

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 is seeking a Technical Account Manager for a direct-hire opportunity with one of our clients in the Milwaukee, WI area. If you enjoy combining technology, sales, and relationship-building while helping a growing business scale, this could be the opportunity for you!

About Our Client

• Growing SaaS company providing automation and data-driven solutions for technical and industrial businesses.
• Work directly with the Account Executive and collaborate with product and internal teams.
• Play a key role in customer onboarding, account growth, and new business development.
• Help build and improve processes as the company continues to grow.
• Competitive base salary with additional bonus and incentive potential.

Key Objectives / Role Responsibilities

• Lead customer onboarding from contract signature through platform launch and initial reporting.
• Identify opportunities to grow existing accounts through additional locations, modules, and service offerings.
• Partner with the 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.

Desired Skills & Qualifications

• 5-7+ years of experience in SaaS sales, account management, sales operations, or a related customer-facing role; candidates with 3+ years of highly relevant experience may also be considered.
• Strong sales mindset with experience identifying revenue opportunities and expanding customer relationships.
• Technical aptitude and the ability to explain complex solutions clearly.
• Experience with CRM platforms; HubSpot is a plus.
• Excellent organization, follow-up, communication, and problem-solving skills.
• Self-starter who takes ownership, adapts to changing priorities, and thrives in a growing company.
• Experience in industrial technology, engineering, facilities management, electrical contracting, data centers, or other technical B2B industries is preferred.

Salary Information

• $80k - $95k/year + incentives

If you're a technically minded sales professional who enjoys growing accounts, building relationships, and creating better processes, this Technical Account Manager opportunity offers the chance to make a real impact!

We're looking forward to connecting with you and are excited to help you make your next career move!