Rewind

Account Manager

• Identify and qualify cross-sell opportunities within an existing customer base.
• Analyze product usage, customer goals, and business challenges to uncover expansion potential.
• Partner with the Customer Success team to prioritize accounts with the strongest expansion signals.
• Lead discovery conversations with customers to understand evolving needs and priorities.
• Position additional products, modules, or features that help customers achieve better outcomes.
• Translate customer goals into tailored solution recommendations that align with their current environment.
• Own the cross-sell sales cycle from opportunity identification through close.
• Build clear expansion proposals and guide customers through evaluation, pricing, and approvals.
• Maintain accurate opportunity tracking and forecasting in Salesforce.
• Work closely with Customer Success, Sales, and Product teams to ensure a seamless expansion experience.
• Share insights about customer needs and expansion trends to help inform product and go-to-market strategy.
• Build and maintain a healthy cross-sell pipeline within your assigned book of business.
• Help develop and refine the Account Management playbook for cross-sell motions, documenting repeatable processes, messaging, and best practices.
• Identify opportunities to improve account expansion workflows and collaborate with Sales, Customer Success, and RevOps to build scalable processes and tools.
• Track expansion metrics including pipeline coverage, conversion rates, and revenue targets.
• Continuously refine messaging and approaches based on customer feedback and results.