Account Manager

Job Category

Responsibilities

• Program management and optimization.
• Partner with our clients to gain a deep understanding of their objectives, approach, results and challenges.
• Create strategic account plans to attain client satisfaction, retention and maximize life-time value of the partnership.
• Meet with customers from Directors to C-level executives to present consultative solutions to gain client commitment and campaign optimization.
• Network with our account base and provide key recommendations, testimonials, and case studies to internal/external stakeholders.
• Partner with marketing, sales, product and engineering to see that the customer receives the highest standards of service from all parts of the organization.
• Drive revenue growth through strategic upsells and renewals. Identify opportunities to expand partnerships by aligning client business goals with Modernize solutions, ensuring measurable ROI and increased account value.
• Leverage SaaS and digital marketing expertise to advise clients on optimizing lead generation, platform utilization, and performance measurement.
• Lead data-driven business reviews and strategic conversations that clearly articulate program value, influence executive stakeholders, and secure long-term commitments.
• Act as a consultative seller—craft persuasive business cases and proposals to close incremental revenue opportunities within existing accounts.
• Solutions consultant and business results owner.
• Demonstrate a mastery of our solutions and the operational processes used for delivery.
• Develop strategic plans to maximize opportunities while ensuring customer loyalty through consistent delivery excellence.
• Positively challenge conventional thinking to find new and innovative ways to improve program success.
• Spearhead the development of compelling proposals and drive strategic sales opportunities, leveraging a keen understanding of client needs and market dynamics to position our solutions as indispensable assets for our clientele.
• Intelligently relate business decisions back to the impact on our company’s bottom-line.
• Drive client education initiatives by staying abreast of industry trends, best practices, and emerging opportunities.
• Proactively share insights with clients to enhance their understanding of market dynamics and empower them to make informed decisions.
• Position yourself as a trusted advisor by delivering engaging educational content tailored to clients' specific needs and challenges.
• Identify trends and proactively assess data.
• Mine and analyze data for insight to identify risk factors and ways to optimize performance.
• Accurately forecast and track key account metrics. Prepare and deliver account performance reports on an ongoing basis.
• Team player and culture fit.
• Integrate with the Account Management team and the Modernize organization at large.
• Embrace our core values and work positively across all departments.

Requirements

• 3+ years of consultative account management experience with mid-market level customers.
• Proven success in SaaS, martech, adtech, or digital platform account management, including retention, expansion, and upsell motions.
• Demonstrated track record of meeting or exceeding revenue targets through strategic account growth, renewals, and cross-sell/upsell initiatives.
• Strong data analysis and analytical skills with experience using a business intelligence suite such as Tableau or QlikView strongly preferred.
• Strong Excel and Salesforce skills.
• Bachelor’s degree in business.
• Experience in lead generation / digital demand generation marketing a strong plus.
• Experience with big box stores in the home improvement industry (ie: windows, HVAC, solar and roofing) is a plus.
• Startup experience highly preferred.
• Tactical sales background preferred.
• Comfortable engaging with C-suite stakeholders and influencing decision-making through consultative, value-driven conversations.
• We are looking for a candidate who is eager to learn and grow, can adapt to new challenges, and possesses the soft skills necessary to hit the ground running with minimal oversight. If you are passionate about delivering excellence and driving success in a dynamic environment, we want to hear from you.
• 10-15% travel will be required