Instrumentl

Account Manager

Instrumentl

full-time

Posted on:

Location Type: Remote

Location: CaliforniaUnited States

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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