Scopevisio AG

Account Manager

• Strategic Account Management
• Build and maintain C-level relationships with top accounts (A & B account portfolio)
• Conduct regular Business Reviews (QBRs) with customers to discuss success metrics and expansion
• Create joint 12-month roadmaps with customers (feature adoption, optimizations, new use cases)
• Early detection of customer issues and prompt escalation to Product/Support to prevent churn
• Cross- & Upselling
• Systematic identification of usage gaps and additional modules (e.g., advanced CRM, DMS, HRM features)
• Develop and execute personalized expansion plans with quantified targets (ARR growth per account)
• Coordinate with Presales for technical demos and implementation planning
• Drive Net Revenue Retention (NRR) through structured upselling
• Customer Health & Retention
• Regular monitoring of product health scores and adoption metrics per customer
• Proactive intervention on risk indicators (declining usage, rejection of updates, contact changes)
• Document customer goals and ROI realization in the CRM
• Ensure long-term growth rather than short-term transactions

Senior Account Manager – Cloud ERP, AI Experienced

Artificial Intelligence

• Lead Management & Qualification
• Take ownership of and qualify Marketing Qualified Leads (MQLs) — evaluate using MEDDPICC criteria
• Handle SDR-generated warm leads with high conversion potential
• Document all qualification insights in the CRM to continuously improve lead quality
• Active Lead Generation (Self-Sourcing)
• Independently prospect within the consulting industry via LinkedIn, phone and direct outreach
• Build and maintain a strategic prospect list
• Use Lemlist or similar tools for email sequencing and lead automation
• Participate in industry events and networking activities for direct lead generation
• Sales Execution & Closing
• Conduct discovery calls and product demos (with presales support for complex use cases)
• Prepare tailored proposals and negotiate contracts
• Manage the entire sales cycle from MQL/lead to contract signature
• Consistently update the CRM with deal progress and customer feedback
• Adhere to sales processes (stage gates, forecast accuracy, CRM discipline)
• Pipeline & Forecast Accountability
• Build and manage a robust pipeline with 4x coverage
• Weekly pipeline reviews with the team and the segment lead
• Provide realistic forecasts and categorize pipeline based on risk
• Collaboration & Scaling
• Provide feedback to SDRs and marketing on lead quality and topics for continuous improvement
• Support presales on technical questions and product-demo refinement
• Participate in team coaching and demo-excellence sessions

Senior Account Manager – Cloud ERP, AI Experienced

Senior Sales Manager – Cloud ERP, AI Experienced