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About the role
Key responsibilities & impact- Serve as the primary point of contact for a portfolio of existing customers
- Drive account expansion through upselling, cross-selling, and renewal strategies
- Understand each customer’s business goals, challenges, and product usage to deliver ongoing value
- Partner with Customer Success, Professional Services, and Product teams to support customer outcomes
- Identify at-risk accounts early and coordinate retention strategies
- Conduct regular account reviews and success check-ins
- Maintain accurate forecasting and pipeline management using CRM tools (e.g., Salesforce)
- Stay informed on M-Files product updates, roadmap, and new capabilities to share with customers
- Travel for customer meetings or QBRs as needed
Requirements
What you’ll need- Bachelor's degree and/or equivalent work experience as outlined
- 3–5+ years of experience in Account Management, Customer Success, or expansion-focused SaaS sales
- Proven ability to manage and grow a portfolio of existing B2B customer accounts
- Strong communication and relationship-building skills with executive stakeholders
- Proactive, customer-centric approach to retention and growth
- Skilled in consultative selling and identifying customer needs
- Comfortable collaborating cross-functionally in a fast-paced environment
- Proficient in Salesforce or other CRM systems
- **Preferred Experience**
- Experience in information management, document/content management, or enterprise SaaS
- Familiarity with expansion sales strategies and frameworks (e.g., SPICED, land-and-expand)
- Experience managing mid-market or enterprise customer relationships
- Background in industries such as Energy, Utilities, Financial Services, or Professional Services
Benefits
Comp & perks- Base + Commission: M-Files offers excellent compensation including a base salary plus commission on sales. There is no cap on commission (50/50 split, monthly payout)
- As a remote-first enabled company our employees enjoy the flexibility to establish their own life/work balance
- 10 paid holidays annually
- Unlimited PTO
- Matching 401K Plan (25% of employees' contribution up to the IRS max)
- Health insurance (PPO and HDHP/HSA plans offered)
- Dental insurance
- Vision insurance
- Employee Health Resource App
- Monthly Remote Stipend
- Life insurance (1x employee salary)
- Short-term disability (employer paid)
- Long-term disability (employer paid)
- Flexible Spending Plan (medical and dependent)
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementcustomer successSaaS salesconsultative sellingpipeline managementforecastingexpansion sales strategiesland-and-expandSPICEDB2B customer account management
Soft Skills
communication skillsrelationship-buildingcustomer-centric approachproactivecollaborationproblem-solvingstrategic thinkingadaptabilitynegotiationstakeholder management
Certifications
Bachelor's degreeequivalent work experience
