Swyft Filings

Account Manager

Swyft Filings

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $58,500 - $73,800 per year

Job Level

Mid-LevelSenior

About the role

  • 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.

Requirements

  • 3+ years of experience in Customer Success, Account Management, or a similar client-facing role.
  • 3+ years of experience driving revenue through upselling, renewals, or expansion sales.
  • Proven ability to meet or exceed retention and growth goals.
  • Strong communication, relationship management, and problem-solving skills.
  • A proactive mindset with high emotional intelligence and a genuine passion for helping mission-driven clients succeed.
  • Familiarity with CRM or customer success tools.
  • Ability to manage multiple accounts while maintaining personalized engagement and follow-through.

Applicant Tracking System Keywords

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

Hard skills
customer successaccount managementupsellingrenewalsexpansion salesretention strategiesrevenue growthconsultative sellingstrategic check-inscompliance service
Soft skills
communicationrelationship managementproblem-solvingproactive mindsetemotional intelligencecustomer advocacypersonalized engagementcollaborationfeedback sharingpassion for client success
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