QuotaPath

Account Manager

• Own adoption, renewal, and expansion outcomes for a defined book of SMB–midmarket customers, exceeding quarterly renewal and upsell quotas.
• Drive proactive customer engagement, including: Regular cadence check-ins to ensure admin and end-user adoption, Value reinforcement throughout each customer lifecycle stage, Identify and win upsell opportunities through product usage insights, customer goals, and business changes.
• Collaborate with CSMs to ensure smooth transition from onboarding to adoption.
• Partner with Solutions, Support, and Product to resolve issues, improve workflows, and bring the customer voice back into the business.
• Leverage customer data to identify adoption blockers and reinforce value.
• Maintain accurate forecasting and account health documentation.
• Thoughtfully use AI tools to reduce manual work and improve efficiency in routine account management tasks.