M-Files

Account Manager

M-Files

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • APPLICATION DEADLINE: Friday, August 22nd at 5:00pm central time, we encourage you to apply soon if interested.\n
  • Who we are: M-Files is the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more. M-Files features an innovative metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This enables customers to eliminate information chaos, improve process efficiency, and automate security and compliance.\n
  • We help knowledge workers to work smarter.\n
  • To learn more about us we encourage you to visit our company page.\n
  • To learn more about how we became a Certified Great Place to Work visit, Working at M-Files | Great Place to Work.\n
  • Summary of the role: As an Account Manager at M-Files, you’ll play a key role in nurturing long-term customer relationships and driving revenue growth within our existing customer base. You’ll act as a strategic advisor, uncovering opportunities to expand product adoption, deliver value, and ensure customer satisfaction and retention.\n
  • This role requires excellent relationship management, solution selling, and communication skills, as well as the ability to work cross-functionally to support customer success and growth initiatives.\n
  • What you will be doing/Responsibilities and Duties:\n
  • Serving as the primary point of contact for a portfolio of existing customers\n
  • Driving account expansion through upselling, cross-selling, and renewal strategies\n
  • Understanding each customer’s business goals, challenges, and product usage to deliver ongoing value\n
  • Partnering with Customer Success, Professional Services, and Product teams to support customer outcomes\n
  • Identifing at-risk accounts early and coordinate retention strategies\n
  • Conducting regular account reviews and success check-ins\n
  • Maintaining accurate forecasting and pipeline management using CRM tools (e.g., Salesforce)\n
  • Staying informed on M-Files product updates, roadmap, and new capabilities to share with customers\n
  • Traveling for customer meetings or QBRs as needed\n
  • Key Interfaces to Other M-Files Roles:\n
  • Direct Sales team members\n
  • Sales Engineers\n
  • Business Development Representatives\n
  • Professional Services\n
  • Customer Success\n
  • Product Management\n
  • Marketing

Requirements

  • Bachelor's degree and/or equivalent work experience as outlined\n
  • 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales\n
  • Proven ability to manage and grow a portfolio of existing B2B customer accounts\n
  • Strong communication and relationship-building skills with executive stakeholders\n
  • Proactive, customer-centric approach to retention and growth\n
  • Skilled in consultative selling and identifying customer needs\n
  • Comfortable collaborating cross-functionally in a fast-paced environment\n
  • Proficient in Salesforce or other CRM systems\n
  • Experience in information management, document/content management, or enterprise SaaS\n
  • Familiarity with expansion sales strategies and frameworks (e.g., SPICED, land-and-expand)\n
  • Experience managing mid-market or enterprise customer relationships\n
  • Background in industries such as Energy, Utilities, Financial Services, or Professional Services\n
  • Initial Phone Screen w/People & Culture Team Member\n
  • Hiring Manager (Sales Director)\n
  • Additional Sales Leadership\n
  • Peer Level Interview (Internal Team Member)\n
  • Panel Interview/Presentation Assessment\n
  • Final Interview: SVP, Sales (based on availability)\n