Account Manager

FieldPulse
Dallas
Workplace: HybridFull timeFunction: Customer Success & Account ManagementSkills: ["Integrity","Problem-solving","Initiative","Agility","Team collaboration"]

Own upsell and cross-sell strategy within an assigned book of business, meeting expansion quotas by identifying growth opportunities and closing deals that drive customer value. Build customer relationships using product usage data, feedback, and support insights to recommend upgrades and services. Create account plans to maximize lifetime value, manage pipelines and forecasts in CRM tools, and collaborate cross-functionally to scale an expansion motion.

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FieldPulse
FieldPulse
1 month ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Own upsell and cross-sell strategy within an assigned book of business, meeting expansion quotas by identifying growth opportunities and closing deals that drive customer value. Build customer relationships using product usage data, feedback, and support insights to recommend upgrades and services. Create account plans to maximize lifetime value, manage pipelines and forecasts in CRM tools, and collaborate cross-functionally to scale an expansion motion.
Location: Dallas
Workplace: Hybrid
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Own upsell and cross-sell strategy for an assigned book of business and consistently meet or exceed expansion quotas.
  • •Build customer-centric growth by leveraging product usage data, feedback, and support interactions to recommend upgrades or services.
  • •Create and execute strategic account plans, segmenting accounts based on potential to prioritize targeted outreach.
  • •Maintain accurate CRM records for activities, opportunities, and forecasts; report on pipeline health and expansion progress.
  • •Partner with Implementation, Customer Success, Product, Marketing, and Sales to deliver a seamless customer experience and share field feedback.

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveMeal Allowance

Key Requirements

  • •3+ years of experience closing recurring revenue SaaS deals and expanding existing customer accounts.
  • •Ability to understand and communicate complex technology to both technical and non-technical audiences.
  • •Strong solution selling skills connecting product capabilities to customer business challenges and value.
  • •Discovery expertise to assess impact, uncover opportunity, and quantify value across product lines and channels.
  • •Track record of confidently closing deals and handling pricing conversations with integrity and trustworthiness.
Experience:SaaS
Skills:IntegrityProblem-solvingInitiativeAgilityTeam collaboration
Tech Stack:SalesforceSalesloft

Company Brief

FieldPulse
Provides a cloud-based field service management platform for contractors and service businesses, offering job scheduling, invoicing, CRM, estimates, and mobile apps to streamline operations and improve team productivity.
Industry: Enterprise Software
Headquarters: United States
WebsiteLinkedIn