Swyft Filings

Account Manager

• Develop trusted relationships with nonprofit founders and teams, serving as their ongoing point of contact for success.
• Proactively monitor engagement and identify at-risk customers and high-potential accounts for expansion, driving renewals and growth opportunities.
• Conduct strategic check-ins and renewal discussions that include identifying opportunities to upgrade from standard to comprehensive packages or to introduce new solutions such as Compliance service and Partner Ecosystem offerings.
• Own the upsell process by identifying, positioning, and closing opportunities for Beacon’s expanded suite of solutions.
• Collaborate with internal teams to develop and execute strategies that strengthen retention and revenue growth.
• Work closely with customers to understand best practices and provide information on nonprofit structures, compliance requirements, and available resources that support their mission and long-term sustainability.
• Advocate for customers internally, sharing actionable feedback that drives service improvements and stronger long-term outcomes.
• Consistently achieve or exceed upsell and renewal targets through value-based consultative conversations that strengthen customer relationships.