Solutionreach, Inc.

Account Manager, SMB

Solutionreach, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Lehi • Utah • United States

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About the role

  • Own and manage a portfolio of SMB accounts as their primary point of contact
  • Build strong relationships and conduct regular business reviews to show value and drive engagement
  • Identify and close upsell and cross-sell opportunities; hit monthly/annual upsell bookings targets
  • Manage the renewal process, with an emphasis on early pre-renewals
  • Monitor account health, address risks proactively, and reduce customer churn
  • Collaborate with internal teams to resolve issues and improve customer outcomes
  • Keep accurate forecasts and maintain CRM hygiene

Requirements

  • 2–4+ years of Account Management, Customer Success, or related experience in SaaS
  • Experience working with SMB accounts and/or subscription-based revenue models
  • Strong relationship-building and communication skills, with the ability to influence stakeholders
  • Proven track record of meeting or exceeding upsell or renewal goals
  • Experience in healthcare, patient engagement tools, or practice management software is a plus
  • Highly organized, self-driven, and comfortable managing a high-volume book of business.
Benefits
  • Nurturing and growing relationships with SMB healthcare practices
  • Driving product adoption
  • Identifying upsell opportunities
  • Securing early renewals while minimizing churn
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Account ManagementCustomer Successupsellcross-sellrenewal processCRM hygieneforecasting
Soft Skills
relationship-buildingcommunicationinfluencing stakeholdersorganizationalself-driven