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About the role
Key responsibilities & impact- Own a portfolio of strategic, high-revenue accounts with clear accountability for retention, upsell, and expansion.
- Build deep, trusted relationships with senior customer stakeholders, acting as a strategic advisor and primary point of contact.
- Develop and execute account plans that drive long-term growth, product adoption, and commercial expansion.
- Identify and close upsell and cross-sell opportunities across the Swap product suite, partnering closely with Sales where required.
- Lead complex escalations, coordinating internal teams to resolve issues quickly while maintaining customer confidence.
- Run structured, high-impact QBRs and strategic check-ins, tying product value to customer business outcomes.
- Collaborate cross-functionally with Product, Support, Onboarding, and Finance to deliver against customer goals.
- Maintain accurate forecasting, account health tracking, and CRM hygiene for your book of business.
Requirements
What you’ll need- Proven experience managing and growing a strategic or enterprise book of business in a SaaS environment.
- Strong commercial acumen with a track record of driving upsell, expansion, and retention in complex accounts.
- Excellent stakeholder management skills, with confidence engaging senior external and internal stakeholders.
- Experience handling escalations calmly and effectively, balancing customer advocacy with commercial priorities.
- Strategic thinker who can translate customer goals into clear account plans and execution.
- Comfortable working in a fast-paced, scaling startup with evolving processes and ambiguity.
- Strong communication skills, both written and verbal, with the ability to simplify complex topics.
- Experience using CRM and customer success tooling (e.g. HubSpot, Salesforce, Vitally, Zendesk or similar).
Benefits
Comp & perks- Competitive base salary.
- Stock options in a high-growth startup.
- Competitive PTO with public holidays additional.
- Private Health.
- Pension.
- Wellness benefits.
- Breakfast Mondays.
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 managementupsellingcross-sellingforecastingaccount health trackingstrategic planningcustomer advocacycommercial expansionproduct adoptionescalation management
Soft Skills
stakeholder managementstrategic thinkingcommunicationrelationship buildingproblem-solvingcollaborationadaptabilitycustomer engagementtrust buildingcalmness under pressure
