Account Advisor

CINC

Account Advisor role at CINC supporting and growing client relationships in the real estate sector. Focus on account growth, client success, and cross-functional collaboration for a seamless customer experience.

Posted 6/25/2026full-timeAtlanta • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact and trusted advisor for a portfolio of existing clients
Build strong, long-term relationships by understanding client goals, priorities, and success metrics
Drive account growth through renewals, upsell, and cross-sell opportunities
Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities
Partner with clients to ensure successful adoption and utilization of solutions
Collaborate with customer success, support, product, and sales teams to resolve issues and enhance the client experience
Monitor account health, proactively addressing risks and identifying opportunities for retention
Maintain accurate account plans, forecasts, and CRM data

Requirements

What you’ll need

3–7+ years of experience in account management, customer success, or SaaS sales
Proven track record of retaining and growing client relationships
Strong consultative skills with the ability to identify client needs and align solutions accordingly
Experience managing a portfolio of accounts with revenue responsibility
Familiarity with CRM tools (e.g., Salesforce) and customer success platforms
Highly organized with strong attention to detail and follow-through

Benefits

Comp & perks

Great product with a strong client base
Team environment
Opportunities for advancement and development
Continuing Education Benefits
Fitness reimbursement
Comprehensive and rich benefit plans
Matching 401K

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

account managementcustomer successSaaS salesconsultative skillsportfolio managementrevenue responsibility

Soft Skills

relationship buildingorganizational skillsattention to detailfollow-through