
Account Manager
Instrumentl
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Job Level
About the role
- Become an expert on grants and institutional fundraising — and on how nonprofits manage awards post-grant
- Own and grow a book of existing customers by identifying upsell and cross-sell opportunities
- Proactively outbound into strategic accounts using creative, personalized tactics
- Lead customers through consultative discovery to match them with higher-tier solutions that fit their evolving workflows
- Serve as the voice of the customer internally, feeding insights back to Product and CS to improve the platform
- Experiment with new expansion playbooks and outreach sequences to accelerate net revenue retention
Requirements
- Experience: You have 1–3 years of account management, customer success, or closing experience in a SaaS environment, ideally with an expansion or upsell component.
- Empathy: You are driven to solve the actual, underlying problem for customers, especially problems that go unsaid.
- Curiosity: You dig into how customers actually use the product today so you can surface the right upgrade path — not just the obvious one.
- Proactivity: You don't wait for inbound requests. You spot signals in usage, conversation, and timing to reach out before the customer even asks.
- Communication: You pride yourself on your ability to communicate complex topics easily in person and in writing.
- Grit: You understand that mastery of any role requires hard work and coaching, and enjoy that challenge and journey.
- Friendliness: You are warm and approachable, and you genuinely enjoy building long-term relationships.
- Tech savviness: You have used tools like Claude, HubSpot, G Suite, Zoom, Slack, and Gong, and pride yourself on adopting new technologies quickly.
Benefits
- 100% covered health, dental, and vision insurance for employees, 50% for dependents
- Generous PTO policy, including parental leave
- 401(k)
- Company laptop + stipend to set up your home workstation
- Company retreats for in-person time with your colleagues
- Work with awesome nonprofits around the US. We partner with incredible organizations doing meaningful work, and you get to help power their success.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementcustomer successclosing experienceSaaSupsellcross-sellconsultative discoverynet revenue retention
Soft Skills
empathycuriosityproactivitycommunicationgritfriendliness